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.
Senior Investment Advisor
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.
Transitioning from a professional hockey player to an Investment 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.
CFP, DMS, CIM®, MBA
Senior Wealth 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.
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’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:
Away from the office, Jennifer enjoys badminton, yoga, brisk walks and escaping to the mountains with her family for ski and camping weekends.
Growing up around the farming and forestry industries in northern Alberta Rod understood the value of hard work at an early age. He spent 8 years in civil construction and oilfield industries as an equipment operator before pursuing a career in finance. Rod has completed the Personal Financial Planner (PFP) designation and is currently studying to complete the Chartered Investment Manager (CIM) designation.
Rod prides himself on two things, trust and commitment. Working with clients to develop, action and ultimately achieve their financial and personal goals is what drives him.
When not at work Rod enjoys watching hockey, being on his boat fishing or spending time with his wife and daughter.
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 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.
Senior Wealth Planner
As our Senior Wealth Planner, Wayne helps our clients work towards their goals and aspirations while respecting their individual values. Wayne joined Cresco Wealth Management in October 2022.
Wayne has worked with high-net worth business owners and families for over a decade, recommending suitable wealth strategies to achieve objectives, while minimizing risk and maximizing tax efficiency. His experience includes:
Wayne graduated from Redeemer University with a Bachelor of Arts, completed a Certificate in Financial Planning from Centennial College, holds his CFP® designation, and is working towards his TEP designation. His knowledge, expertise and keen interest in financial and legacy planning are a crucial asset to our exclusive in-house services.
Outside of work Wayne enjoys spending time with his wife and two sons, grooming his lawn, and trying (in vain) to lower his handicap.
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.
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 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 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.
Joining Cresco Wealth Management in 2022, Emily brings valuable experience and enthusiasm to our team. A University of Saskatchewan (BA Political Studies) graduate, she became an IIROC-licensed Investment Representative and has been working in Finance since 2016. Starting in operations and transitioning into wealth management give her an edge in providing exemplary customer service and a deeper understanding into the totality of our client’s needs. Emily is a key player in providing the five-star administrative services our clients have grown accustomed to.
In her free time, Emily enjoys cooking with friends, watching good (and bad) movies and listening to podcasts
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.
During his University years, Jordan began investing in penny stocks with his friends, gaining knowledge and learning lessons along the way. This was the beginning of his passion for pursuing a career in wealth management. In 2021 Jordan graduated from Acadia University in Nova Scotia with a major in Finance. Joining Cresco Wealth Management as an Associate, we are supporting him as he works towards earning his CIM® designation, Canadian Securities Course and the Canadian Practices Handbook. Jordan has an appetite for learning and growth as he works towards an Investment Advisor role. He is focused on bringing the exceptional customer service that sets Cresco apart from others.
Outside of work, Jordan enjoys cooking, golfing, skiing and spending time with his friends and family.
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.
CPA, CA, TEP, FEA, CFP®
Senior Vice-President, Advanced Wealth Planning
Michelle Connolly is the Senior Vice-President, Advance Wealth Planning leader at Wellington-Altus Private Wealth. She is responsible for overseeing the Advanced Wealth Planning team and for providing income tax, retirement and wealth transfer support to Wellington-Altus investment advisors and their clients. Michelle is Chartered Professional Accountant, Trust and Estate Practitioner, a Certified Financial Planner and holds a Bachelor of Accounting, Honours (Co-op) from Brock University. Her community involvement includes speaking on Financial Literacy and Estate Planning matters for CPA Canada, the incoming chair of the sponsorship committee for STEP (Toronto), being an ambassador for Sick Kids and Camp Oochigeas/Camp Trillium, and sitting on the audit committee for the Kensington Health Foundation.
B.Ed, CFP®, CHS®
Associate Vice-President, Wellington-Altus Insurance
Connie joined Wellington-Altus Private Wealth in 2019. Based in Winnipeg, she works closely with advisors and clients to preserve and pass on wealth. With over 20 years in the financial services industry, Connie takes pride in fostering strong relationships built on trust and integrity.
Connie graduated from the University of Winnipeg with a Bachelor of Education and holds her Certified Financial Planner (CFP®) and Certified Health Specialist (CHS) designations. She is licensed across the country to provide life, accidental and critical illness solutions through Wellington-Altus Insurance Inc.
She loves to cook, enjoys travelling and is fanatic about baseball. Between May and September, she can be found at Shaw Park with her husband Clint and daughter Madison cheering on her hometown Winnipeg Goldeyes.
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