Dimitri Korolis , Cim®
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Dimitri Korolis , Cim® Email & Phone Number

Investment Advisor at Cresco Wealth Management
Location: Calgary, Alberta, Canada 6 work roles 1 school
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Current company
Role
Investment Advisor
Location
Calgary, Alberta, Canada

Who is Dimitri Korolis , Cim®? Overview

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Quick answer

Dimitri Korolis , Cim® is listed as Investment Advisor at Cresco Wealth Management, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Dimitri Korolis , Cim®.

Dimitri Korolis , Cim® previously worked as Associate Investment Advisor, Wellington-Altus Private Wealth at Cresco Wealth Management and Associate Investment Advisor, Wellington-Altus Private Wealth at Wellington-Altus. Dimitri Korolis , Cim® holds Diploma, Hotel, Motel, And Restaurant Management from Southern Alberta Institute Of Technology (Sait).

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Email format at Cresco Wealth Management

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Cresco Wealth Management

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Profile bio

About Dimitri Korolis , Cim®

My career began in restaurant management — an industry that quickly teaches you about money management and pressure. At age 26, I had built enough capital to invest in partial ownership of a popular Greek restaurant franchise. After five years, I sold my interest in the franchise. I was up for a new challenge and decided to pursue a career in wealth management. This allowed me to put my social skills and passion for helping people to work. Now an Associate Investment Advisor for Cresco Wealth Management, my focus is in implementing effective strategies in achieving my client’s goals. At the same time, driven to deliver exceptional client service at every turn.The most rewarding aspects of my career include:• Helping individuals assess their financial health and goals and providing a long-term business relationship that helps them a create a plan to achieve them• Identifying financial risks and putting asset-protection strategies in place for generations of familiesAway from the office, I spend as much time as possible with my wife and daughter and get in some hockey and boxing whenever I can.I love meeting new people, so if you’d like to connect, contact me here or email me at Dimitri.Korolis@wprivate.ca

Listed skills include Business Development, Customer Service, Sales, Customer Relationship Management, and 9 others.

Current workplace

Dimitri Korolis , Cim®'s current company

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Cresco Wealth Management
Cresco Wealth Management
Investment Advisor
Calgary, AB, CA
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6 roles

Dimitri Korolis , Cim® work experience

A career timeline built from the work history available for this profile.

Associate Investment Advisor, Wellington-Altus Private Wealth

Current

Calgary, Alberta, Canada

Feb 2018 - Present

Associate Investment Advisor, Wellington-Altus Private Wealth

Current

Calgary, Alberta, Canada

Nov 2019 - Present

Business Development Associate

Suite 1000 - 202 6Th Ave Sw, Bow Valley Square, Tower 1

As a Business Development Associate, I am detail-oriented with exceptional communication skills. My goal is to make a connection and determine exactly how our wealth management firm can help that investor. I’m often networking within various industries, assessing individuals’ financial health and goals, and putting them in the hands of our highly skilled wealth advisors. I’m focused on building relationships that help me identify ways affluent individuals can better manage their wealth — and their futures.Unique skills I bring to my position include:• Ability to connect with the right people and bring them onboard as clients quickly — something that only experience can teach you.• An insatiable hunger for knowledge and challenge, which drives the discovery of opportunities in unexpected places.

Feb 2018 - Nov 2019

Owner

Westhills

Operated one of Canada’s busiest OPA! franchises as an ownership partner and sole store manager.• Consistent annual sales growth and achieved the highest gross sales during the duration of ownership for system-wide street-side locations.• Sales forecasting, cost controls analysis and payroll duties while managing hiring, scheduling and logistics support.

Nov 2009 - Jun 2014
1 education record

Dimitri Korolis , Cim® education

FAQ

Frequently asked questions about Dimitri Korolis , Cim®

Quick answers generated from the profile data available on this page.

What company does Dimitri Korolis , Cim® work for?

Dimitri Korolis , Cim® works for Cresco Wealth Management.

What is Dimitri Korolis , Cim®'s role at Cresco Wealth Management?

Dimitri Korolis , Cim® is listed as Investment Advisor at Cresco Wealth Management.

Where is Dimitri Korolis , Cim® based?

Dimitri Korolis , Cim® is based in Calgary, Alberta, Canada while working with Cresco Wealth Management.

What companies has Dimitri Korolis , Cim® worked for?

Dimitri Korolis , Cim® has worked for Cresco Wealth Management, Wellington-Altus, Scotiamcleod, and Opa! Of Greece.

How can I contact Dimitri Korolis , Cim®?

You can use AeroLeads to view verified contact signals for Dimitri Korolis , Cim® at Cresco Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Dimitri Korolis , Cim® attend?

Dimitri Korolis , Cim® holds Diploma, Hotel, Motel, And Restaurant Management from Southern Alberta Institute Of Technology (Sait).

What skills is Dimitri Korolis , Cim® known for?

Dimitri Korolis , Cim® is listed with skills including Business Development, Customer Service, Sales, Customer Relationship Management, Leadership, Entrepreneurship, Marketing Strategy, and Marketing.

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