Our Four Pillars

Portfolio Management

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Planning

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Behavioural Management

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Service

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Cresco Wealth Management, Wellington-Altus Private Wealth

4.9

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.

Kerry & Michelle Hunt

08/07/2023

Just absolutely appreciate Chris, Gabby and the whole team. They always make us feel very welcome and special when we have a chance to see them at the office. Chris goes above and beyond whenever we are making any financial decisions always providing valuable perspective on what we are considering. It does not matter who you connect with on the Cresco team, they always make you feel like you matter, you can trust that they are doing the very best for you and your family. Chris consistently reaches out to see how we are doing and how he can be of any additional assistance. Thanks for everything you do for us!

James MacIntyre

11/07/2023

Dean and his team at Cresco are fantastic; educational, professional, attentive and efficient. Excellent management in all aspects of a persons finances and planning; infinitely more-so than any bank financial planners/investors we’ve ever dealt with. Highly recommended

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.

Kathy Sikora

01/11/2024

Great and personal support from the people at Cresco to help manage your financial dreams and goals….highly recommend.

Why Wellington-Altus?

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Cresco Cares

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Podcast

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Newswire

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Our Value Proposition

Cresco Wealth Management works with successful delegators to identify immediate and predictable value, by identifying opportunities others miss.

Passion

To make a difference in the lives of our clients & their families by a building positive, lasting business & personal relationships with them. Our guidance provides clients trust & confidence in their financial security, allowing them a greater opportunity to live & fulfill their dreams.

Mission Statement

Client care is the highest mission of Cresco Wealth Management.
We pledge to build moral authority by providing the finest personal service, expert objective advice, instilling client confidence and trust in our solutions.
We will counsel on all aspects of their personal finances, including investment, financial, estate planning, and insurance. We will help our clients attain their personal and financial goals.
A Cresco Wealth Management experience aims to fulfill even the most unexpected demands and needs of our clients.

Our Four Pillars

Portfolio Management

Planning

Behavioural Management

Service

Why Wellington-Altus?

Cresco Cares

Podcast

Newswire

Our Value Proposition

Passion

Mission Statement

Get In Touch With Us