Dimitri Korolis , Cim®
About Dimitri Korolis , Cim®
Dimitri Korolis is an Associate Investment Advisor at Wellington Altus Private Wealth, currently working at Cresco Wealth Management in Calgary, Alberta. He transitioned from restaurant management to wealth management, focusing on implementing strategies to help clients achieve their financial goals.
Work at Wellington-Altus Financial
Dimitri Korolis serves as an Associate Investment Advisor at Wellington-Altus Private Wealth in Calgary, Alberta. He has held this position since 2018, contributing to the firm for over five years. In this role, he focuses on implementing effective strategies to help clients achieve their financial goals. His experience in wealth management allows him to leverage his skills in building long-term relationships with clients.
Current Position at Cresco Wealth Management
Since 2022, Dimitri Korolis has worked as an Investment Advisor at Cresco Wealth Management in Calgary, Alberta. This role follows his tenure at Wellington-Altus, where he gained significant experience in the financial sector. His responsibilities include advising clients on investment strategies and financial planning, further enhancing his expertise in wealth management.
Previous Experience at ScotiaMcLeod
Dimitri Korolis worked as a Business Development Associate at ScotiaMcLeod from 2018 to 2019. During this one-year period, he was based in Calgary at Bow Valley Square. This position provided him with foundational experience in the financial services industry, which he later built upon in his subsequent roles.
Entrepreneurial Background
Before entering the financial sector, Dimitri Korolis was the owner of OPA! of Greece, a Greek restaurant franchise, from 2009 to 2014. He invested in partial ownership at the age of 26 and managed the business for five years before selling his interest. This entrepreneurial experience contributed to his skills in management and customer relations, which he later applied in wealth management.
Education and Expertise
Dimitri Korolis studied at the Southern Alberta Institute of Technology (SAIT), where he earned a Diploma in Hotel, Motel, and Restaurant Management from 2002 to 2004. His educational background laid the groundwork for his initial career in restaurant management, which he later transitioned from to pursue a career in wealth management.