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Welcome to the Cresco Wealth Management Podcast! Hosted by Dimitri Korolis, Investment Advisor. Join us as our award-winning team discusses real conversations we are having here with our clients. Everything from financial literacy and the economy to everyday helpful information for new and seasoned investors. Follow us on this podcast to learn more in a concise format, to the point, and authentic. New episodes regularly. For more information visit: https://www.crescowealthmanagement.ca
Episodes

Tuesday Jun 13, 2023
Market Insights with our Chief Market Strategist, Dr. James Thorne
Tuesday Jun 13, 2023
Tuesday Jun 13, 2023
“Let’s talk about the future, to do that, we have to talk about the past. How do we get out of debt and how do we generate economic growth? We are heading towards a low growth, low inflation, low interest rate environment. Invest accordingly.”
We are thrilled to have Dr. James Thorne in our offices to chat with Dimitri. In this episode Dr. Thorne discusses his latest article in the Globe and Mail “Central Banks, Take a Back Seat – The Great Moderation is Over”

Tuesday Jun 06, 2023
Our Community - Cresco Cares and The Brenda Strafford Foundation
Tuesday Jun 06, 2023
Tuesday Jun 06, 2023
"The program gives an opportunity and an alterative way to engage, it eliminates physical barriers, it brings the community right to you."
This week Dimitri chats with Sarah Allen who leads the Rec@Home Program with the Brenda Strafford Foundation. This heartwarming episode sheds some light on the some of the health care gaps when it comes to seniors being isolated and not engaging socially and physically.
The Cresco Cares Committee is supporting this wonderful program for 2023 by helping to raise funds and awareness. If you'd like to make a donation please do so here: http://weblink.donorperfect.com/RecAtHome

Wednesday May 24, 2023
Sequence of Returns and Protecting Your Retirement
Wednesday May 24, 2023
Wednesday May 24, 2023
“There’s going to be world events that have dramatic impact on your portfolio. How does this impact retirement and how do we manage that?"
In Episode 8 of the Cresco WealthCast Dimitri Korolis and Peter Kollias take a look at the sequence of returns and how this ties into your retirement plans.

Monday May 08, 2023
Using Volatility to Your Advantage Through Covered Call Strategies
Monday May 08, 2023
Monday May 08, 2023
“Inherently volatility is going to happen, and we have to be able to take advantage of it. One of the biggest benefits of a covered call strategy is knowing the cash flow you’re receiving; it’s comforting to know your generating significant income into the portfolio.”
How can you use covered calls to take advantage of volatility? What are covered calls and why should you be using them? In Episode 5 we discuss the advantages of this investment strategy.

Tuesday Apr 04, 2023
Why We are Trapped in Short-Term Thinking and How Do We Take the Long-View?
Tuesday Apr 04, 2023
Tuesday Apr 04, 2023
“In the long-term, the global economies will continue to grow, humans will continue to innovate.”
What does this mean for you as an investor? Cresco’s Dimitri Korolis, Investment Advisor and Peter Kollias, Portfolio Manager chat about investing and long-term vs. short-term views.

Tuesday Mar 28, 2023
Current Market Perspectives
Tuesday Mar 28, 2023
Tuesday Mar 28, 2023
"We are living in these unprecedented times, these times that are unnerving. The reality is... Are we?"
Our host Dimitri Korolis, Investment Advisor along with Peter Kollias, Senior Wealth Advisor break down current market events, change and volatility, and the media narrative.

Tuesday Mar 21, 2023
Women in Wealth
Tuesday Mar 21, 2023
Tuesday Mar 21, 2023
"My initiative is educating women and helping them take part in the conversation when it comes to their wealth"
Our host Dimitri Korolis, Investment Advisor discusses International Women's Day with Sheena Schreiner, Investment Advisor. Sheena reflects on what it means to her to be a female advisor in a male dominated industry and why it's important for women to play an active role in their own wealth management strategy.

Monday Mar 13, 2023
The Basics: Registered Accounts And The Power Of Time
Monday Mar 13, 2023
Monday Mar 13, 2023
"If I only knew then what I know now... what kind of impact would that have had?"
In our first episode Dimitri Korolis, Investment Advisor and Peter Kollias, Senior Wealth Advisor cover the basics of registered accounts. They take a look at the RRSP (Registered Retirement Savings Plan), the TFSA (Tax-Free Savings Plan), and the power of compound interest over time.

Cresco Wealth Management is as Advisory team with Wellington-Altus Private Wealth. The information contained in this podcast is the opinion of the speakers. This content is for informational purposes only and is not intended as investment, tax or legal advice. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.