CRESCO WEALTH MANAGEMENT - History of Changes


DateDescription
2023-07-01 delete personal_emails an..@wellington-altus.ca
2023-07-01 delete personal_emails wa..@wellington-altus.ca
2023-07-01 insert personal_emails ch..@wellington-altus.ca
2023-07-01 insert personal_emails mi..@wellington-altus.ca
2023-07-01 insert personal_emails pe..@wellington-altus.ca
2023-07-01 delete person Anne McCreary
2023-07-01 insert person Chris Thurber
2023-07-01 insert person Mikaela Roche
2023-07-01 insert person Pete Emes
2023-07-01 update person_description Carissa Williams => Carissa Williams
2023-07-01 update person_description Pamela Pineda => Pamela Pineda
2023-07-01 update person_description Rod Friesen => Rod Friesen
2023-07-01 update person_description Sharon Lozinski => Sharon Lozinski
2023-07-01 update person_description Vicki Wells => Vicki Wells
2023-07-01 update person_description Wayne De Boer => Wayne De Boer
2023-07-01 update person_title Carissa Williams: Investment Associate => Team Manager, Investment Associate
2023-07-01 update person_title Dimitri Korolis: Associate; Investment Advisor => CIM
2023-07-01 update person_title Rod Friesen: Associate => CIM
2023-07-01 update person_title Vicki Wells: Senior Investment Associate => Marketing Lead, Senior Investment Associate
2022-08-16 delete personal_emails ta..@wellington-altus.ca
2022-08-16 delete person Taylor Goulden
2022-08-16 insert person Jordan Ray
2022-08-16 update person_title Ngozi Emmanuel: Associate => Investment Associate; Associate
2022-02-20 delete personal_emails an..@wprivate.ca
2022-02-20 delete personal_emails az..@wprivate.ca
2022-02-20 delete personal_emails ca..@wprivate.ca
2022-02-20 delete personal_emails ch..@wprivate.ca
2022-02-20 delete personal_emails ga..@wprivate.ca
2022-02-20 delete personal_emails je..@wprivate.ca
2022-02-20 delete personal_emails ma..@wprivate.ca
2022-02-20 delete personal_emails ng..@wprivate.ca
2022-02-20 delete personal_emails pa..@wprivate.ca
2022-02-20 delete personal_emails pe..@wprivate.ca
2022-02-20 delete personal_emails sh..@wprivate.ca
2022-02-20 delete personal_emails sh..@wprivate.ca
2022-02-20 delete personal_emails ta..@wprivate.ca
2022-02-20 delete personal_emails vi..@wprivate.ca
2022-02-20 insert personal_emails an..@wellington-altus.ca
2022-02-20 insert personal_emails ca..@wellington-altus.ca
2022-02-20 insert personal_emails ch..@wellington-altus.ca
2022-02-20 insert personal_emails co..@wellington-altus.ca
2022-02-20 insert personal_emails em..@wellington-altus.ca
2022-02-20 insert personal_emails ga..@wellington-altus.ca
2022-02-20 insert personal_emails je..@wellington-altus.ca
2022-02-20 insert personal_emails mi..@wellington-altus.ca
2022-02-20 insert personal_emails ng..@wellington-altus.ca
2022-02-20 insert personal_emails pa..@wellington-altus.ca
2022-02-20 insert personal_emails pe..@wellington-altus.ca
2022-02-20 insert personal_emails ro..@wellington-altus.ca
2022-02-20 insert personal_emails sh..@wellington-altus.ca
2022-02-20 insert personal_emails sh..@wellington-altus.ca
2022-02-20 insert personal_emails ta..@wellington-altus.ca
2022-02-20 insert personal_emails vi..@wellington-altus.ca
2022-02-20 insert personal_emails wa..@wellington-altus.ca
2022-02-20 insert svp Michelle Connolly
2022-02-20 delete person Azeem Virjee
2022-02-20 delete person Mathieu Storrier
2022-02-20 delete person Sherilee Tulick-Hayes
2022-02-20 insert person Connie Gale
2022-02-20 insert person Emily Lafreniere
2022-02-20 insert person Michelle Connolly
2022-02-20 insert person Rod Friesen
2022-02-20 insert person Wayne De Boer
2022-02-20 update person_title Chris Durno: Senior Investment Advisor => Investment Advisor
2022-02-20 update person_title Dean Bradshaw: Senior Investment Advisor and Executive Vice - President / Vice - Chair, Wellington - Altus Private Wealth Advisory Board => Senior Investment Advisor
2022-02-20 update person_title Jennifer Williams: Associate; Investment Advisor => Investment Advisor
2021-07-05 delete personal_emails al..@wprivate.ca
2021-07-05 delete personal_emails gi..@wprivate.ca
2021-07-05 insert personal_emails ng..@wprivate.ca
2021-07-05 insert personal_emails pa..@wprivate.ca
2021-07-05 delete person Alishia Remtulla
2021-07-05 delete person Gillian Dinning Mair
2021-07-05 insert person Ngozi Emmanuel
2021-07-05 insert person Pamela Pineda
2021-02-11 delete personal_emails tr..@wprivate.ca
2021-02-11 insert personal_emails al..@wprivate.ca
2021-02-11 insert personal_emails an..@wprivate.ca
2021-02-11 delete person Travis Weber
2021-02-11 insert person Alishia Remtulla
2021-02-11 insert person Anne McCreary
2021-02-11 update person_description Carissa Williams => Carissa Williams
2021-02-11 update person_description Dimitri Korolis => Dimitri Korolis
2021-02-11 update person_description Gabriela Nita => Gabriela Nita
2021-02-11 update person_description Jennifer Williams => Jennifer Williams
2021-02-11 update person_description Mathieu Storrier => Mathieu Storrier
2021-02-11 update person_description Sheena Schreiner => Sheena Schreiner
2021-02-11 update person_description Sherilee Tulick-Hayes => Sherilee Tulick-Hayes
2021-02-11 update person_description Vicki Wells => Vicki Wells
2021-02-11 update person_title Carissa Williams: Associate => Investment Associate
2021-02-11 update person_title Sheena Schreiner: Associate; Investment Advisor => CIM
2020-05-11 delete personal_emails ad..@wprivate.ca
2020-05-11 delete person Adam Rouissi
2020-05-11 update person_title Dimitri Korolis: Associate; Business Development Associate => Associate; Investment Advisor
2020-03-29 insert personal_emails ad..@wprivate.ca
2020-03-29 insert person Adam Rouissi
2020-03-29 update person_title Dean Bradshaw: Senior Investment Advisor and Executive Vice - President / Vice - Chair, Wellington - Altus Holdings Advisory Board => Senior Investment Advisor and Executive Vice - President / Vice - Chair, Wellington - Altus Private Wealth Advisory Board
2018-01-27 insert personal_emails gi..@scotiawealth.com
2018-01-27 delete person Kaetyn St.Hilaire
2018-01-27 delete person Peter Kolias
2018-01-27 insert person Gillian Mair
2018-01-27 update person_description Azeem Virjee => Azeem Virjee
2018-01-27 update person_description Chris Durno => Chris Durno
2018-01-27 update person_description Dean Bradshaw => Dean Bradshaw
2018-01-27 update person_description Mathieu Storrier => Mathieu Storrier
2018-01-27 update person_description Peter Kollias => Peter Kollias
2018-01-27 update person_description Sharon Lozinski => Sharon Lozinski
2018-01-27 update person_description Vicki Wells => Vicki Wells
2017-03-14 delete personal_emails ja..@scotiawealth.com
2017-03-14 insert personal_emails mi..@scotiawealth.com
2017-03-14 delete person Jared Stackhouse
2017-03-14 delete person Talia Jang-Stewart
2017-03-14 insert person Mickey Labrecque
2017-03-14 update person_description Maddalena Marchese => Maddalena Marchese
2017-03-14 update person_title Azeem Virjee: Director, Senior Wealth Advisor => Senior Wealth Advisor, Director, Wealth Management
2017-03-14 update person_title Chris Durno: Investment Associate => Wealth Advisor
2017-03-14 update person_title Christina Kosaka: Banker; Private Banker => Private Banker, the Bank of Nova Scotia; Banker
2017-03-14 update person_title Dean Bradshaw: Director, Senior Wealth Advisor => Senior Wealth Advisor, Director, Wealth Management
2017-03-14 update person_title Maddalena Marchese: Insurance Consultant, Associate Director => Insurance Consultant, Director; Insurance Consultant, Director, Scotia Wealth Insurance Services Inc.; Insurance Consultant, Director / Scotia Wealth Insurance Services Inc.
2016-02-23 delete personal_emails az..@scotiamcleod.com
2016-02-23 delete personal_emails ch..@scotiamcleod.com
2016-02-23 delete personal_emails ja..@scotiamcleod.com
2016-02-23 delete personal_emails ly..@scotiamcleod.com
2016-02-23 delete personal_emails ma..@scotiamcleod.com
2016-02-23 delete personal_emails sh..@scotiamcleod.com
2016-02-23 delete personal_emails sh..@scotiamcleod.com
2016-02-23 delete personal_emails vi..@scotiamcleod.com
2016-02-23 insert personal_emails az..@scotiawealth.com
2016-02-23 insert personal_emails ch..@scotiawealth.com
2016-02-23 insert personal_emails ja..@scotiawealth.com
2016-02-23 insert personal_emails ly..@scotiawealth.com
2016-02-23 insert personal_emails ma..@scotiawealth.com
2016-02-23 insert personal_emails ma..@scotiawealth.com
2016-02-23 insert personal_emails pe..@scotiawealth.com
2016-02-23 insert personal_emails sh..@scotiawealth.com
2016-02-23 insert personal_emails sh..@scotiawealth.com
2016-02-23 insert personal_emails vi..@scotiawealth.com
2016-02-23 insert person Kaetyn St.Hilaire
2016-02-23 insert person Mathieu Storrier
2016-02-23 insert person Peter Kolias
2016-02-23 insert person Peter Kollias
2016-02-23 update person_title Talia Jang-Stewart: Administrative Assistant => Administrative Associate
2015-08-04 update person_description Jared Stackhouse => Jared Stackhouse
2015-08-04 update person_description Sheena Schreiner => Sheena Schreiner
2015-08-04 update person_title Sheena Schreiner: Senior Associate => Investment Associate
2015-05-12 insert personal_emails ch..@scotiaprivateclient.com
2015-05-12 insert person Christina Kosaka
2015-05-12 update person_description Sheena Schreiner => Sheena Schreiner
2015-05-12 update person_title Jared Stackhouse: Business Development Associate => Investment Associate
2015-03-12 delete personal_emails ed..@scotiaprivateclient.com
2015-03-12 delete person Edward Evans
2015-03-12 update person_title Lyndsay Huthmann: null => Senior Financial Planning Associate