The Cresco Wealthcast

Estate Planning: Life Insurance (Insurance products are provided through Wellington-Altus Insurance Inc.)

"It is a truly important part of your overall plan. No matter what your need is, there's coverage that can help ensure your future is protected from unexpected events."

In this episode of our estate planning series, we discuss life insurance. What are the options out there? What should you consider when planning? At Cresco, our financial planning team is a great place to start. We take a deep dive into each situation to create a needs analysis and recommend the right products for your family.

Estate Planning: Insurance 101 (Insurance products are provided through Wellington-Altus Insurance Inc.)

“You may have a life and disability insurance policy through your work – is that really sufficient?”

Today on the Cresco Wealthcast we discuss insurance, an important part of your estate plan. Where do you start and what coverage do you need? Our Senior Wealth Planner and Insurance Advisor, Wayne De Boer gives a great overview on life insurance, critical illness insurance and disability insurance.

Estate Planning for Young Families: Trusts

"Make sure you have the information and insight to make informed decisions as best you can."

Today on the Cresco WealthCast we are joined again by Christianne Murphy, Lawyer and Owner of Murphy's Law. In our last episode we discussed choosing a guardian for your child, now, we take a look at how to effectively and thoughtfully transfer your wealth to your children should you pass away. Have a listen as Christianne, Wayne and Dimitri chat about setting up a Trust and some important considerations in choosing a Trustee.

Estate Planning for Young Families: Choosing a Guardian

"Guardianship can be a stumbling block in an estate plan, however, it's important to take care of this sooner than later. You don't want to put your family in a difficult situation."

In this week's Cresco Wealthcast Dimitri Korolis and Wayne De Boer chat with Christianne Murphy, Lawyer and Owner at Murphy's Law. Naming a guardian for your children is a tricky topic, Christianne shares her expertise and insights on important considerations you should take.

 

At Cresco Wealth Management estate planning plays a vital role in our service and commitment to our clients. Stay tuned as the Cresco planning team covers an array of important planning topics over the next couple months.

 

 

The Executor Role: What You Need To Know

"Executor is a key role, we need to be wise to ensure success." 

At Cresco, we assist our clients in having a solid estate plan in place. An important piece of this puzzle includes choosing an executor. In this episode, Dimitri chats with Cresco's Senior Wealth Planner, Wayne De Boer, and special guest Jenna Carvalho of Guardian Estate Company. Listen along as we discuss the important role of the executor, how to choose yours, and considerations if you are named as one. We also cover some great tips to make the entire process easier.

 

 

 

 

 

 

What Should You Look For In A Wealth Advisor?

"Wealth is beyond just investments. This is your hard-earned money, you need to look for a team you can trust. What is the character and integrity of that team, and what is their ability and capacity to deliver?"

Hiring an advisor or wealth management team is a serious decision. In Episode 11, Dimitri Korolis and Peter Kollias break down what you should be looking for, the questions you need to be asking, and the red flags you should be aware of.

 

 

 

Investing 101: Diversification in Your Portfolio

"Diversification protects and preserves wealth, minimizing risk. Are you actually diversified?"

In this episode of the Cresco WealthCast Dimitri Korolis and Peter Kollias discuss diversification, what does it actually mean and how do you implement it? 

Introducing Cresco Wealth Management

“We’ve always been ahead of the curve, building out, delivering and executing the best we can and striving for excellence.”

Our host Dimitri Korolis sits down with the partners of Cresco; Dean Bradshaw, Chris Durno and Peter Kollias. How is Cresco is raising the bar in our Industry? What makes our clients so happy? And what should you consider when choosing a wealth management team to work with?