The Globe and Mail featuring Peter Kollias
Canadians are increasingly facing a retirement that may last 20, 30, or even more years. Building a financial plan that can support that reality requires careful consideration of income, investment strategy, taxes, health care costs, and lifestyle goals. In a recent Globe and Mail feature, How to Build a Retirement Plan That Lasts Decades, Cresco […]
Cresco Summer Favourites
Summer is a time to slow down, spend time with family and friends, and enjoy everything our short Canadian summers have to offer. We asked our team to share some of their favourite things this season, from recipes and local restaurants to travel destinations, books, podcasts, and summer traditions. We hope you discover a new […]
Planning Ahead: Giving Forethought to “Rightsizing” Your Home?
This may sound familiar: your first home started out small, but as your family grew, you needed more bedrooms and a larger backyard. Now the children have left the home, and those bedrooms sit empty — but over the years, rising housing prices may have helped you build significant equity in your home. Perhaps you’re […]
A Case Study: Why Help a (Grand)Child File a Tax Return?
SUMMER JOB? build rrsp contribution room & a retirement nest egg As the saying goes, “Give the man a fish, and you feed him for a day; teach the man to fish, and you feed him for a lifetime.” The same principle applies to financial literacy. Small lessons introduced early, including something as simple as […]
The Intersection of Oil & Artificial Intelligence
What Jevons Paradox Tells Us About the World Around Us Jevons Effect (Jevons Paradox, “Jee-vons”): An economic theory suggesting that efficiency gains can increase, rather than reduce, total consumption. In 1865, British economist William Jevons observed a seeming paradox with the rise of the steam engine and its effect on coal consumption. As coal use […]
Helping (Grand)Kids Buy a Home: Five Ways to Structure Support
housing season IS Back in full swing In 2025, 41 percent of first-time homebuyers received down-payment gifts averaging $74,570, highlighting the significant role family members play in helping the next generation enter the housing market.1 For many high-net-worth families, there is value in seeing wealth put to use during one’s lifetime. However, support can take […]
Stepping Back: The 30,000-Foot Market View
One of the recurring challenges in writing our quarterly commentary is that by the time it reaches publication, parts already feel dated. This feels especially pronounced today as the pace of change appears to be accelerating. After the S&P 500 declined by roughly 10 percent by the end of March, it took just 11 trading […]
Celebrating a decade of dedication: Honouring Sharon Lozinski’s 10 year milestone
In a fast-paced industry where change is constant, true consistency stands out. Today, we proudly celebrate Sharon Lozinski, Senior Investment Associate, for reaching a 10-year milestone with Cresco Wealth Management. This decade has been marked by exceptional service, genuine care, and a steadfast commitment to excellence. A career built on expertise and heart Sharon joined […]
Sheena Schreiner Recognized as a 2026 “5-Star Advisor” in Canada
We are proud to announce that Cresco’s Sheena Schreiner has been named one of Canada’s 5-Star Advisors by Wealth Professional Magazine Canada, a prestigious national recognition that honours financial advisors who demonstrate exceptional client service and industry expertise. A Recognition Built on Client Experience Unlike many industry rankings that focus on assets under management or […]
Highlights from the 2026 Spring Economic Update
Download this article as a PDF. On April 28, 2026, Finance and National Revenue Minister François‑Philippe Champagne released the 2026 Spring Economic Update (the Update). This was the first spring economic update after the federal budget was moved to the fall in 2025. In the absence of a federal budget earlier this year and with […]