We specialize in working with individuals, families and corporations to help achieve their financial goals

We believe that wealth management cannot be executed as effectively by a sole proprietor; a diversified team of experts is required. Our team is among the largest and most experienced group of professionals you will find. We exist to serve our clients, and our collective team approach will ensure a seamless execution of your plan with the highest level of professionalism.

Dean Bradshaw

Dean Bradshaw

Senior Investment Advisor and Executive Vice-President
Vice-Chair, Wellington-Altus Private Wealth Advisory Board

Dean puts deep knowledge of and experience in the investment industry to work, empowering business owners, professionals, retirees, and multiple generations of families to achieve their financial goals. For him, it’s always about building wealth beyond investment. It’s getting to know investors on a personal level, understanding their fears and behaviors, and mentoring them to alleviate worry and to make wise investment decisions.

Dean puts an enormous emphasis on integrity, openness, and transparency, which allows him to build strong, lifelong relationships. It also allows him to gain an understanding of the totality of a client’s financial needs and personal interests. With this focus on service, Dean creates a cohesive, no-nonsense financial strategy that’s specifically created for each individual.

When he’s not busy working with clients, Dean is active with his wife and children, being present to watch them reach their own dreams and aspirations.

Azeem Virjee​

Azeem Virjee

CIM®

Senior Portfolio Manager, Senior Investment Advisor and Executive Vice-President
Vice-Chair, Wellington-Altus Private Wealth Advisory Board

Azeem has been passionate about finance virtually from the moment he knew the term. World markets and customer service were his passion even before enrolling at the University of Calgary. It might come then as no surprise that he grew his career representing the financial interests of high-end clients, eventually becoming director and co-partner of Cresco Wealth Management.

Azeem has earned respect and trust from his clients due to his dependable wealth advisory services.

Azeem lives just outside of Calgary with his wife. He enjoys reading, golfing and has recently joined The Rotary Club of Calgary.

Mathieu Storrier​

Mathieu Storrier

CFA, CIM®

Senior Investment Advisor, Portfolio Manager

Mathieu’s love for investments was triggered at a young age, by an uncle who encouraged him to understand the financial market. As a result, he has been investing in markets, and continuous learning, for many years. Mathieu has completed the Chartered Financial Analyst (CFA) designation. He has also completed the CIM® designation, along with the several other programs including: Options Licensing course, Derivative Fundamentals course, Life License Qualification Program and Conducts and Practices Handbook course.

Through his experience as an advisor he has also spent considerable time educating himself, and his clients, on risks beyond the portfolio. He believes these represent the true crux of wealth management and deserve considerable time and attention.

Team members often describe Mathieu as analytical, a loyal team player, a leader, and someone who cares deeply about his clients. In his free time, Mathieu is a competitive water skier and enjoys spending time in the outdoors with his wife and daughter.

Chris Durno

Chris Durno

Senior Investment Advisor

Transitioning from a professional hockey player to a Wealth Advisor seems like a 180 because, well, it is. When Chris was young, he thought he would be a pro hockey player all of his life, but reaching his mid-30s changed that. Chris had studied Business and Finance in college and decided to return to that for a post-hockey career.

He started managing his own portfolio and as his involvement increased, it became a passion. What began as stock picking turned into much more. Now all of the broader wealth management strategies he’s learned are integral to his day-to-day interactions with clients, so he can help them achieve their goals.

Using what he’s learned on and off the ice has made Chris the financial professional he is today: teamwork, an unyielding work ethic, being a mentor for kids, and volunteering as part of the Calgary Flames Alumni – an organization which has raised hundreds of thousands of dollars for different causes.

Chris has travelled to Italy and all over the United States for hockey, and still skates all the time, but these days it’s at the neighborhood park with his wife and three kids.

Peter Kollias

Peter Kollias

CFP, DMS, CIM®, MBA

Senior Investment Advisor, Portfolio Manager

At the age of 16, Peter began investing in the financial market and paying attention to the business section of the newspaper. He took the money he earned as a busboy and put it into a mutual fund. Seeing his money grow was the “coolest thing ever”. Peter thought if it continued to grow, he wouldn’t have to work. That’s not exactly what happened, but what did happen was his formal investment education.

Since then, Peter has earned the Certified Financial Planner (CFP) designation, the Chartered Investment Manager (CIM®) designation, the Derivatives Marketing Specialist (DMS) certification, and his MBA from Dalhousie University.

Investment, however, isn’t his only educational pursuit. Peter is also working on his third of four sommelier designations. He loves wine, cooking for large gatherings (he’s Greek so every gathering is a large gathering), coffee, and planting a garden each year with his two young kids.

Sheena Schreiner

Sheena Schreiner

CIM®

Associate Investment Advisor, Insurance Advisor

Since joining the financial services industry in 2001, Sheena has built her career through the strength of her relationships and trust built over years of dependable service and collaborative advice.

Sheena has completed her CIM® designation, received her certificate in Advanced Investment Advice along with her Life Insurance Qualification program. Sheena is currently working towards her Certified Divorce Financial Analyst designation.

Through comprehensive planning and understanding of each of her client’s unique circumstances and goals, she has built her career through the strength of her relationships and trust built over years of dependable service and collaborative advice.

Although she is incredibly proud of her professional accomplishments, her pride and joy comes from being a mother to her daughter, Madison. When not at work, she enjoys spending time at her family’s cabin where she enjoys nature walks with her fur babies, boating, relaxing in the sun with a good book and sitting by the fire roasting marshmallows with her daughter.

Jennifer Williams

Jennifer Williams

Associate Investment Advisor

Jennifer’s interest in the world of Finance was sparked at a young age while working at her father’s life insurance and financial planning firm. Although she ended up receiving a Bachelor of Science degree in Kinesiology, she always held onto that interest. In August 2001, Jennifer started her Financial career as a Trader at a boutique brokerage firm in Calgary. After completing the Professional Financial Planning course, she moved on from her trading role in 2003 and became licensed as an Advisor. Jennifer stayed with the same team of advisors for 15 years which involved two mergers, and a brokerage firm move.

After taking some time off from 2015 – 2017 to have a family, Jennifer’s excited to be back to doing what she loves for a reputable wealth management team and firm.

The most rewarding aspects of Jennifer’s career include:

  • Helping families assess and preserve their financial health, discussing goals and current risks, and then creating a plan that will help them achieve their objectives
  • Working with soon-to-be retirees to identify their financial risks and put asset-protection strategies in place

Away from the office, Jennifer enjoys badminton, yoga, brisk walks and escaping to the mountains with her family for ski and camping weekends.

Dimitri Korolis

Dimitri Korolis

Associate Investment Advisor

Dimitri’s career began in restaurant management — an industry that quickly teaches you about money management and pressure. At age 26, he had built enough capital to invest in ownership of a popular Greek restaurant franchise. After five years, Dimitri was up for a new challenge and decided to pursue a career in wealth management. This allowed him to put his social skills and passion for helping people to work.

As an Associate Investment Advisor for Cresco Wealth Management, Dimitri’s focus is on implementing effective strategies to help his clients achieve their goals. At the same time, he is driven to deliver exceptional client service at every turn.

Away from the office, Dimitri spends as much time as possible with his family and gets in some hockey and boxing whenever he can.

Taylor Goulden

Taylor Goulden

CFP®, CLU, RRC®

Senior Investment Associate, Financial Planner

Taylor is a Senior Financial Planning Associate with Cresco Wealth Management. Starting her career with a Business Degree majoring in Finance she has since completed the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. Always having placed a high value on education, Taylor is now working towards her MBA.

Taylor is an avid sports fan and athlete. Born and raised in Calgary she spent some time in Edmonton playing basketball for the Nait Ooks before settling back in Calgary.

Sherilee Tulick-Hayes

Sherilee Tulick-Hayes

Team Manager

As Cresco’s Team Manager, Sherilee provides direction and guidance in helping the team meet their personal and team objectives. She has over 18 years of experience in Human’s Resources specializing in recruitment, on-boarding, cultural integration and organizational development. She is also a member of Wellington-Altus’s Culture Committee defining the right behaviors to support the company values.

During her spare time, Sherilee enjoys the great outdoors with her family, no matter what season we happen to be in.

Vicki Wells

Vicki Wells

Senior Investment Associate

Vicki Wells has been with the team since 2006. She loves coming to work and getting to know our clients. A master organizer, Vicki takes the lead on executing the many Cresco events and charitable initiatives we pride ourselves on. Behind the scenes Vicki coordinates the inner processes, systems and communications that are vital to our clients’ success.

She has a Business Administration Marketing Diploma from SAIT and has completed the Canadian Securities Course as well as the Conduct and Practices Handbook course.

At home, Vicki and her husband enjoy spending time outdoors with their 3 children.

Sharon Lozinski

Sharon Lozinski

Senior Investment Associate

Sharon has been with Cresco Wealth Management since 2014 as an Administrative Associate. She brings over 25 years of experience having worked with various industry leaders. Sharon’s knowledge and understanding of the administration side of the business is a tremendous asset for the team, and she consistently delivers a high quality of service for our clients.

Sharon is married and has two children that keep her busy when she is not at work.

Carissa Williams

Carissa Williams

Investment Associate

Carissa joined Cresco Wealth Management in 2018 and has since completed the Canadian Securities Course as well as the Conduct and Practices Handbook. Organized, efficient and responsive, Carissa is responsible for a range of administrative tasks on the team including processing trades, sending payments, estate processing and day to day transactions. She loves coming to work to support our clients.

After work, Carissa enjoys cooking, being outdoors, travelling, and spending time with her husband and dog at home.

Pamela Pineda

Pamela Pineda

Investment Associate

Pamela began her career as a financial service professional in 2014 in banking and private wealth management. A University of Calgary (BA Econ) graduate, Pamela joined Cresco Wealth Management in 2021 and is an IIROC-licensed Investment Representative. She is responsible for assisting with account openings, transactions, trades, payments and distributions. She takes great pride in building connections with our clients to deliver custom-tailored service.

Outside the office, Pamela enjoys yoga, photography and seeking culinary adventures with her husband.

Ngozi Emmanuel

Ngozi Emmanuel

Associate

In 2021 Ngozi joined Cresco Wealth Management as an Associate. Ngozi started her professional career as a dietician after completing her Bachelor’s degree in Nutrition and Dietetics, and eventually transitioning into Financial Services. She is currently working on completing her Canadian Securities Course. Using her extensive knowledge in client engagement and administrative support, Ngozi assists in the many day to day tasks of our business. She believes in actualized potential, bringing dreams to reality and helping our clients ultimately attain their financial goals.

Ngozi enjoys her time at home with her husband and son. She loves to ice skate and the occasional thrill of sky-diving.

Gabriela Nita

Gabriela Nita

Receptionist

Gabriela joined Cresco Wealth Management with over 10 years of international business experience. She worked in the banking industry in Dubai as a Personal Executive Assistant and she worked in Romania as a Customer Service Manager. As our valued receptionist Gabriela offers exceptional first-class service to our clients.

Outside of work, Gabriela enjoys cooking and spending time outdoors.

Ann McCreary

Anne McCreary

Relationship Manager

Anne McCreary has recently joined Cresco as Relationship Manager to facilitate a smooth transition for clients newly coming under Cresco’s care and team management. Anne earned a B.A. with distinction from the U of A. She completed the Canadian Securities Course and Conduct and Practices Handbook course in 1996 and again in 2020. Anne started in the financial industry in 1987 when she became a licensed mutual fund salesperson and an insurance agent. A particular focus for her has been ensuring income tax implications associated with various client life events and financial situations, are thoroughly considered and attended to. Anne cares strongly that clients be made comfortable to feel in control of their financial affairs.

Anne has been known to engage in horticulture, golf, DIY home projects, sewing, computer geekiness, and she loves an opportunity to dance.