Our Story

Cresco Wealth Management was founded in 2000, inspired by a clear belief: that clients deserve more than a single advisor — they deserve the strength, care, and insight of a full team behind them.

That belief started with Dean, who began his career in financial services in 1993. After a decade of firsthand experience, he saw an opportunity to build something different. Something better. He envisioned a practice that didn’t revolve around one person, but instead brought together like-minded professionals committed to shared values, long-term relationships, and exceptional client service.

From that seed, Cresco was born. The name “Cresco,” meaning “to grow” in Latin, captured the spirit of what they hoped to build: not only a business, but a community — of clients, teammates, and future leaders — all growing together.

More than 20 years later, that vision has come to life.

Two people biking down a road by a lake and hills

Our Purpose – Why We Exist

To build deep, trusting relationships with our clients and their families, guiding them on a financial path that maximizes opportunity and avoids pitfalls — so they can live and fulfill their dreams.

What We Believe About Wealth Management​

At Cresco, we believe:

  • Choosing the right financial advisory team is the most important decision a client will make.
  • True wealth includes financial security, flexibility, and clarity.
  • Investor behaviour and emotion often limit growth — we provide discipline and perspective.
  • The best financial choices are made when clients are informed and supported.
  • Wealth preservation is as critical as wealth creation.
  • Most financial professionals still act as brokers — we are true wealth managers.

Our Core Values​

We live by five essential values that guide everything we do:

Trust

We deliver consistent character and competence — even when no one is watching.

Meaningful Relationships

We’re committed to making a lasting impact, delivering exceptional service with honesty and heart.

Growth Mindset

We see challenges as chances to learn and evolve. We adapt, improve, and embrace innovation.

Teamwork

We are a collaborative, high-performance team that puts clients first and holds each other accountable.

Mutual Respect

We treat others how they want to be treated and take responsibility for the impact we have.

Looking Ahead

We’re on a mission to build the most respected wealth management team in Canada — it’s this mindset that drives our relentless focus on client experience, team excellence, and lifelong financial partnerships.

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