Carissa joined Cresco Wealth Management in 2018 and has been a natural leader since. She takes great care and pride in helping guide, support and elevate our team members and clients’ experience. Carissa has completed the Canadian Securities Course and the Conduct and Practice Handbook. Her previous years in an administrative role give her the edge to truly understand the needs of our team members and clients. As our team manager, Carissa ensures we are delivering on our personal and team promises to our clients.
After hours, Carissa enjoys adventures with her two kids, being outdoors, travelling, being creative, and spending time with her husband and dog too.
We believe the most consequential decision you will make is not a particular investment, or tax-efficient strategy. Instead it’s the advisory team you choose to work with for the next 20 years.
Please send us a message with any questions you may have.