Invested in Your Future, Committed to Your Success

At Cresco Wealth Management, we uncover what others overlook — delivering immediate and lasting value for those who entrust us with their future.

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Our purpose is simple:

To build meaningful relationships and help you live with confidence, so you can focus on what truly matters.

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Our Approach

5.0

Catherine Dickens

01/08/2025

When I recently became a widow, Jennifer Williams, and the Cresco team took over the portfolio that my dear husband had managed. Jennifer's knowledge, professionalism and deep compassion made the transition remarkably smooth. She, along with her colleague Wayne, took the time to explain in detail how my portfolio would be managed and they ensured that my will and other documents were in order. This year, my bookkeeping requirements were reduced significantly and my accountant was very pleased with the tax documentation prepared by Cresco. Losing my husband has changed my life forever, but Jennifer and the Cresco team have provided tremendous comfort and reassurance regarding my financial future .

Orest Kruhlak

11/06/2025

Both Jeri and I would very highly recommend this excellent company. They are available to assist any time we call(no waiting on line forever). They also provide many services over and above regular financial service. An example is they arranged a call from a lawyer at their expense when we were setting up our estate plan. Thanks to all the staff for your wonderful service!

Haley Shanks

30/11/2024

I have had such a great and pleasant experience with Cresco Wealth Management. I am so glad I made the switch from my previous institution who was handling my investments. Dimitri is awesome! He is personable and has a wealth of knowledge! It has been a pleasure to work with him.

Pat Chorney

09/07/2023

Chris Durno has been our financial adviser for many years and we couldn’t be more pleased! He frequently keeps in touch with us discussing our investments, tweaks to our portfolio and explaining any questions we might have. He is very prompt in returning our calls and if we need to access any monies - it is done very timely. We would strongly advise any potential investor to contact Chris - they will be pleased with his advice. Actually any staff person we have been in contact with at Cresco has been pleasant, knowledgeable and very helpful.

Carolyn Gratton

16/11/2022

I have been a client at Cresco Wealth Management for a few years and have been pleased with the management of my investments since the beginning. Dimitri has been helpful, knowledgeable, and always a pleasure to work with. Plus, he has a way of injecting a few hot and fun tips in to our conversations making investing more approachable. Great team, excellent management, and I would highly recommend this group.

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Independent Advice. Focused on You.

As part of an independent firm, we are free to put your interests first, always. Free from corporate influence or quotas, we focus solely on your best interests, offering objective guidance, personalized strategies, and opportunities others may miss. Our independence gives you the clarity and confidence to move forward, knowing your success is our only agenda.

Invested in Your Future, Committed to Your Success

Our purpose is simple:

Our Approach

Portfolio Management

Planning

Behavioural Management

Service

Why Wellington-Altus?

Cresco Cares

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Newswire

Independent Advice. Focused on You.

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