Cresco Wealth Management

Welcome to Cresco Wealth Management. Our award-winning team is committed to providing an unparalleled client experience. We invite you to book a meeting with us to discuss your financial objectives, assess your current portfolio, and discover the personalized solutions we can offer to secure your financial future. Contact us today to schedule a consultation and embark on a journey towards financial prosperity with Cresco Wealth Management. #wealthmanagement #calgarybusiness #yycliving #retirementplanning #estateplanning #taxstrategies #awardwinningteam #yyc #canadianbusiness #teamculture

This is so important. Remember to set personal financial goals that reflect YOUR values, not matching what you see online. Focus on your unique financial journey and what truly matters to you. #yyc #calgary #calgarybusiness #finance #investing101 #crescowealthmanagement #markets #economy #yycliving

Introducing Cresco Wealth Management Investment Advisor, Sheena Schreiner, CIM®. Sheena is one of the longest-tenured employees at Cresco, she is an OG who has worn nearly every hat in wealth management. A “Top 50 Women in Wealth” recipient, Sheena has a true passion for helping her clients. Get to know Sheena better in our latest employee spotlight: https://lnkd.in/gHGpnxTx #yyc #calgary #calgarybusiness #finance #investing101 #crescowealthmanagement #markets #economy #yycliving

Discussing your finances with friends and family benefits both you and your loved ones, bringing the often-ignored topic of financial literacy to the forefront. It doesn't mean you have to get overly specific, divulging income or net worth, but talking more generally about your financial fears and aspirations can be incredibly empowering. #yyc #calgary #calgarybusiness #finance #investing101 #crescowealthmanagement #markets #economy #yycliving

It doesn't need to be scary, our team can help you manage and plan for these normal fears: 1. Fear of the Unknown: The future is unpredictable, and uncertainty can be daunting. The fear of what might happen can be worrisome, whether it's potential job loss, unexpected expenses, or economic downturns. 2. Responsibility to Others: Many of us have dependents or loved ones who rely on our financial support. This responsibility adds pressure to ensure that we can provide for their needs, whether it's paying for education, healthcare, or daily living expenses. 3. Maintaining Independence: Financial independence means having the freedom to make choices without being constrained by money. The desire to maintain this independence drives many of our financial decisions. We worry about money to ensure we have the resources to live life on our terms, support our lifestyles, and secure our future. #fridaythe13th #calgaryliving #yyc #calgarybusiness #investing101 #crescowealthmanagement #alberta

Curiosity can serve as a strong tool for both finding opportunities and managing risks. By consistently pursuing knowledge, investors can enhance their understanding and improve their decision-making. Follow Cresco Wealth Management for advice and tips to keep in mind. #yyclicing #calgary #crescowealthmanagement #investing #retirementplanning #awardwinningteam

We are proud to support Cresco's Steve Preece and his commitment to the Terry Fox Run taking place this Sunday.

Join our community of women! Led by expert Advisors Jennifer Williams and Sheena Schreiner, CIM®, our Women & Wealth Seminar series is designed to empower and educate women. Gain the knowledge and confidence you need to make informed financial decisions. Send us a message for the schedule of upcoming topics and dates. #womenandwealth #top50womeninwealth #calgary #yyc #investing101

Are we witnessing the twilight of American power or a new dawn? In his September #MarketInsights, James Thorne explores how a Trump presidency could shape the U.S.'s response to contemporary economic pressures—and its future as a global empire: https://lnkd.in/dTMHNZc7 #crescowealthmanagement #investing101 #economy #yyc #calgary #wealthmanagement

Back to School time! We wanted to share a glimpse of our world outside of the office - our amazing kids! As we guide our children through their educational journeys, we're reminded of the importance of planning for the future - whether it's college, saving for big dreams, or simply teaching them the value of a dollar. Here's to a year full of learning, and new adventures!