At Cresco Wealth Management, we provide comprehensive financial solutions for our clients. We specialize in working with individuals, families and corporations. We remain firmly at the forefront of the investment profession as a result of our highly skilled, certified team and our relentless focus on client care. The goals of our clients are paramount and they are the focus of our practice.Wellington-Altus Private Wealth is regulated by the Investment Industry Regulatory Organization of Canada and is a member of CIPF.

Cresco Wealth Management

Investment Advisor, Wellington-Altus Private Wealth

Financial Planner, Investment and Retirement Planner

Banking Advisor

Investment Advisor

Associate Investment Advisor, Wellington-Altus Private Wealth

Business Development Associate

Owner

Investment Associate

Investment Assistant

Operations Clerk

Dealer Services Coordinator

Transfer Specialist

Investment associate providing advisory services to professionals in the family- and wealth-building

Administrative Associate

Sales Associate

Personal Banking Officer

Investment Associate, Cresco Advisory Group

Investment Associate & Trader

Financial Advisor

Business Development Specialist

Alberta Coordinator

Business Review Manager

Sales Manager

Senior Investment Advisor, Portfolio Manager, Wellington-Altus Private Wealth

Stakeholder

Portfolio Manager

Private Wealth Advisor, Portfolio Manager

Senior Financial Consultant

Associate Investment Advisor

Team Manager, Investment Associate

Administrative Assistant, Wealth Management

Territory Sales Coordinator, Wealth Sales

Senior Investment Associate

Senior Wealth Advisor

Professional Hockey Player

Senior Investment Advisor, Wellington-Altus Private Wealth

Senior Investment Advisor

Wealth Advisor

Apache

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada's Best Managed Companies. With more than $25 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.*Investment Executive 2023 Brokerage Report Card.

Motion & Graphic Designer

Partner Support Associate, Private Counsel

Human Resources Coordinator

Wellington-Altus

IS Specialist

Team Manager

Sales Clerk

Recruitment Coordinator

Insurance Broker

Managing Director

Associate

Manager, Capital Markets

Reasarch Analyst

Research Associate

Risk Management Specialist

Senior Portfolio Manager & Senior Investment Advisor

Vice-President, Senior Investment Advisor & Senior Portfolio Manager

Senior Wealth Advisor & Portfolio Manager

Vice President, Investment Advisor and Associate Portfolio Manager

District Vice President

Regional Vice President

Consultant

Senior Staff Accountant

Staff Accountant

Senior wealth advisor

Financial Planner

Server

Senior Wealth Advisor & Senior Portfolio Manager

Senior Portfolio Manager & Senior Investment Advisor at TD Wealth Private Investment Advice

Inside Wholesaler

Corporate Development Associate

Business Development Manager - Secondment

Senior Business Development Associate

Sales and Marketing Coordinator

Assistant Coordinator of Talent and Business Development

Front Desk Receptionist

Server/Shift leader

Salesforce

Cloudflare DNS

Amazon SES

SMTP.com

Outlook

Microsoft Office 365

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com.We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff.La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.https://www.rbc.com/conditions-dutilisation/

Rod Cim

Investment Advisor, Wellington-Altus Private Wealth at Cresco Wealth Management

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