The Cresco Wealthcast

Market Update with Dr. James Thorne

Welcome to our latest podcast episode, featuring our Chief Market Strategist, Dr. James Thorne. In this episode, Dr. Thorne shares his expert insights on the 2025 market forecast, covering key topics such as government spending, interest rates, unemployment trends, and the ever-relevant issue of mortgage renewals, which we know many of you are asking about.

 

We are incredibly fortunate to have Dr. Thorne guiding our investment committee here at Cresco.

If you're looking for personalized wealth management advice, don't hesitate to reach out to our team—we're here to help!

A Guide to Helping Your Aging Loved Ones

Sooner or later, you may find yourself in a position where you need to manage the financial affairs of an aging family member. It is crucial to fully understand their situation. In this episode, our host Dimitri Korolis is joined by Cresco team members Jennifer Williams and Wayne DeBoer to guide you on this important topic.

Who should you consult? What essential information do you need? Where should you begin? How can you be proactive and approach this responsibility with love and respect? Whether you are advancing in years yourself or stepping in to assist a loved one, this episode offers valuable insights for navigating this life phase.

Executor of the Will: First Steps

Understand the essential first steps of executing a will in our latest podcast episode featuring Christianne Murphy, Estate Lawyer. We discuss the important first steps following a loss, from identifying your role as an executor to navigating the intricate process of probate. Learn what to expect and how to handle tasks like locating the will, gathering information, communicating with lawyers, and managing beneficiary expectations. With expert guidance, gain confidence in facing the challenges ahead and ensure a smoother transition during difficult times.

 

Let us help you ease the executor burden and find solace in preparation.

Steps in Creating a Will

Surprisingly, only half of Canadians have a will! In this episode of our podcast, we welcome back esteemed expert Christianne Murphy, Estate Lawyer. Join us as break down the process of crafting a comprehensive will. We'll guide you through each step and highlight important factors to consider. 

 

 

 

Blended Families and Estate Planning

In our latest podcast episode, Dimitri is joined by Cresco's Senior Wealth Planner, Wayne De Boer and special guest, Eleanor Carlson, Partner at Carbert Waite LLP to dive deep into the intricate world of blended families and estate planning. 

Join us as we explore the complexities of navigating estate planning in blended families. If you're married with a blended family, this episode is tailored just for you! Tune in now for invaluable insights and strategies to ensure a harmonious future for your loved ones.

Pay Down Debt or Invest?

Welcome to the Cresco WealthCast, where we unravel the mysteries of money and empower you to make wise financial decisions. In this episode, our host Dimitri Korolis is joined with Sheena Schreiner and Wayne DeBoer to help answer a question that's on the minds of many: What should you do with a lump sum or bonus? Should you pay down debt, invest, or perhaps take a different route altogether?

Listen along as we provide practical insights and expert advice to help you build a brighter financial future.

Women and Wealth

"We are passionate about getting more women involved in the conversation around wealth management. We want to empower women around money and investing in a welcoming environment."

In this Wealthcast episode we hear from Sheena Schreiner and Jennifer Williams who were recently recognized for their achievements by winning the Wealth Professional "Top 50 Leading Women in Wealth" award.

The impact of trailblazers like Sheena and Jennifer extends beyond their achievements. By breaking barriers and succeeding in a male-dominated industry, they are not only setting an example for future generations of women but also by their efforts to bring more women into the conversation around wealth.

 

 

 

Disability/Critical Illness Insurance (Insurance products are provided through Wellingon-Altus Insurance Inc.)

"Your greatest financial asset is not your home or your business, it's your ability to earn an income. You are your greatest asset. Why would you not insure that?

In this episode of our estate planning series, we discuss Disability and Critical Illness Insurance. Are you and your family covered should an unexpected health issue arise? Listen along as Dimitri Korolis discusses the ins/outs of this important type of peace of mind with our Senior Wealth Planner, Wayne De Boer.