The Finance Greek

The Finance Greek Chartered Investment Manager, CIM®
Cresco Wealth Management
Host of the Cresco Wealthcast �

BIG news, everyone! After much consideration, I’ve decided to close down my personal page, The Finance Greek.It’s been a...
11/16/2024

BIG news, everyone!

After much consideration, I’ve decided to close down my personal page, The Finance Greek.

It’s been an amazing journey connecting with all of you here, sharing insights, and growing together in financial wisdom. But as we move forward, I’m focusing my efforts on enhancing our shared experience through my professional home at

I’m still here and more committed than ever to providing valuable content, updates, and expert financial advice – just in a more focused space. I invite you all to continue the journey with me by following Cresco Wealth Management’s page. This is where you’ll find all the new podcast episodes, market updates, financial planning tips, and the personal touch that you’ve come to expect.

Thank you for being a part of The Finance Greek community. Let’s keep the momentum going – τα λέμε στο Cresco Wealth Management

In this episode we wanted to take a pragmatic approach instead of an overview.I invited our Senior Associate Sharon Lozi...
10/30/2024

In this episode we wanted to take a pragmatic approach instead of an overview.

I invited our Senior Associate Sharon Lozinski to walk us through the essentials of withdrawing from a Registered Education Savings Plan ( ).

In talking with clients and guiding them through the process, I found this to be an area that the government & institutions fail to explain and educate which can lead to unnecessary confusion and stress.

Tune in on and !

In the latest episode of the Cresco (link in bio), we welcome Dr. James Thorne - Chief Market Strategist, Wellington-A...
10/16/2024

In the latest episode of the Cresco (link in bio), we welcome Dr. James Thorne - Chief Market Strategist, Wellington-Altus Private Wealth.

In this episode, I ask Dr. Thorne to cut straight to the point and discuss the areas of the economy we should be cognizant of heading into the new year.

Please enjoy and do not hesitate to leave your comments!


05/30/2024

We are honored to be named an Excellence Awardee (again!!) in the Wealth Professional awards for; Advisory Team of the Year (10 or more staff), and Canadian Advisor of the Year: Dean Bradshaw.

Episode 21 - Steps in creating a Will w/ Christianne Murphy, TEP at Underwood Gilholme"The beginning is Half of Every Ac...
04/03/2024

Episode 21 - Steps in creating a Will w/ Christianne Murphy, TEP at Underwood Gilholme

"The beginning is Half of Every Action" - greek proverb

A lot of the times we know what we NEED to do but are unsure where to start. And for that reason I asked Christiane to once again join us to provide a step by step, easy to follow overview on how to create a Will.

This episode was inspired from a client conversation whereby I was reminded that sometimes in our world, we get ahead of ourselves and assume that everyone understands what we are talking about.

For example, one of my pet peeves is when people use acronyms and assume we all get it. (we all have that person)

Nonetheless, have a listen, comment and enjoy!

Episode 20: Blended Families and Estate Planning In our latest episode of the I am joined with Eleanor Carlson, TEP a...
03/18/2024

Episode 20: Blended Families and Estate Planning

In our latest episode of the I am joined with Eleanor Carlson, TEP and our Senior Financial Planner Wayne De Boer, CFP, TEP.

In this episode, you are going to get invaluable insight and the things you need to be aware of in regards to blended families and the relation to your estate plan.

Link in Bio 🎧

02/23/2024

Our financial planning team can play a crucial role in helping business owners create a succession plan by providing guidance, expertise and resources.

Here are some ways our team can help:

- Assess the business's financial health
- Identify potential successors
- Develop a succession plan
- Create an exit strategy

We are here to help business owners like you make informed decisions and develop a solid plan for the future of the business.

What to do with a lump sum or bonus? (episode link in bio)Do you pay down debt? Do you put it towards your home?Do you i...
02/20/2024

What to do with a lump sum or bonus? (episode link in bio)

Do you pay down debt?
Do you put it towards your home?
Do you invest?

The short answer is that it depends on each individual.

Ok sure, maybe the cop-out answer but the reality is that we each have a different set of variables and circumstances.

In this episode of the Sheena and Wayne join me in a high level discussion of things we should consider.

02/09/2024

I truly dislike the word retirement, instead I reframe the conversation with clients about 'Re-Purposement'!

How do you fill those hours when we transition to the next stage of our lives?

Today was a quick thought, however;

If you were to re purpose your time when you finish working, what would you?

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