Cresco Welcomes Wayne De Boer
We are excited to announce that Wayne De Boer has joined the Cresco team as our Senior Wealth Planner.
November 30, 2022
Newswire
November Market Insights: Trump, Gridlock And What It Means For Investors In 2023
After the 1994 midterm elections, gridlock was confirmed and inflation fears subsided. The next year, the Fed cut rates, and risk assets appreciated. The recent Consumer Price Index (CPI) data points to 2023 reversing the inflation shock, interest rate shock, and growing fears of 2022.
November 21, 2022
Canada’s Top Wealth Advisors: Best in Province
We are so proud to announce that Dean Bradshaw from Cresco Wealth Management, Wellington-Altus Private Wealth has been recognized on the Globe and Mail’s inaugural ranking of Canada’s Top Wealth Advisors: Best in Province. This new list is designed to celebrate excellence in our industry and to highlight for investors
November 9, 2022
Donating Shares: A Tax-Efficient Form of Philanthropy
Download this article as a PDF. When it comes to philanthropy, Canadians today are more intentional, want to see the impact of their gift, and are giving more. With intentional philanthropy, clients should address the following questions: When do they wish to give? Today, next year, or in their Will?
November 5, 2022
Canadian Snowbirds and U.S. Taxes: Avoiding Turbulence
Download this article as a PDF. Canadian residents who routinely fly south to escape the cold winters at home may not be aware that they could face U.S. tax consequences. This article looks at how spending extended periods in the U.S. can subject Canadians who are not otherwise U.S. taxpayers
November 1, 2022
Earlier or Later? Deciding When to Start Canada Pension Plan Retirement Benefits
Many individuals approaching retirement wonder if there is an optimal age to begin taking their Canada Pension Plan retirement pension benefits (CPP).
October 24, 2022
Employee Spotlight: Sharon Lozinski
Sharon has been a Senior Investment Associate with the Cresco Wealth Management team for 8 years now. She is a master at her role and an asset to our team. We asked Sharon a few questions to help you get to know her better. Sharon, how did you get your
October 19, 2022
September Market Insights: Waiting For Godot
Passing the Peak Sagitta of the Inflation and Rate Expectation Arcs in 2022 Download this PDF here. “Let us do something while we have a chance! It is not every day we are needed.” — Samuel Beckett, Waiting for Godot Investors are waiting for their own Godot – certainty about
September 12, 2022
Maximizing Your RESP: Withdraw Wisely
A Registered Education Savings Plan (RESP) is a Canadian registered investment account that promotes saving to support a beneficiary’s post-secondary education. Anyone – parents, family and friends – can open a RESP as a “subscriber” for the benefit of a child. Invested contributions grow tax free. But when the time
August 9, 2022
August Market Insights: The Global Economy has its Hamlet Moment
Rebirth or a Financial Crisis Download this PDF here. “To be or not to be, that is the question. Whether ‘tis nobler in the mind to suffer the slings and arrows of outrageous fortune.” — Hamlet, Act 3, Scene 1, William Shakespeare Words and phrases derive much of their meaning from
August 8, 2022
July Market Insights: The Fed & Its Use Of Economic Coercion
This is Not Coin-Flip Policymaking Download this article as a PDF. “Every theory is a self-fulfilling prophecy that orders experience into the framework it provides.” — Ruth Hubbard The old saying “don’t fight the Fed” has been a golden rule in investing that has served investors well for many decades.
July 5, 2022
Employee Spotlight: Carissa Williams
We are happy to welcome Carissa Williams back from maternity leave. Carissa is starting a new role with our team at Cresco Wealth Management. We asked her a few questions to help you get to know her better. Carissa, welcome back from maternity leave! We want to know all the
July 5, 2022
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