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Helping Canadians grow and protect their wealth 

So they can dream about their future

Why Cornwall Wealth Management?

Our purpose, cause and mission is to help more Canadians grow and protect their wealth so they have the freedom to dream about their future and reach their life's goals.

At Cornwall Wealth Management, we attribute a great deal of our success to our principles and personal, long-term approach to investing and financial management.

Located in Oakville Ontario, Cornwall Wealth Management has a very personal feel that's almost like family - and we're very proud of that. 

We bring together a diverse group of advisors and support team to provide our clients with comprehensive, professional management of their financial lives.

Knowledge .......Integrity.......Results


Who We Are

We Are 

  • Investment Advisors

  • Financial Planners

  • Insurance and Estate Advisors

  • Customer-Service Professionals

We understand what it takes to help our clients attain their life dreams. We are a team of service-oriented professionals who deliver with a process that is clear, concise and consistent.

Our Commitment 

  • We make it a top priority to provide exceptional personal service to our clients.
  • We take responsibility for, and follow through on, our commitments, no matter how large or small.
  • We set high standards and strive for continuous improvement.
  • We stay in touch to keep you informed and aware of your circumstances.
  • Our relationships are based on trust. Trust is gained and maintained through honesty and reliability.
  • We listen and fully understand our clients’ needs, values and concerns before offering solutions or advice.
  • We act in a caring and compassionate manner and put client interests ahead of personal or business gain.

Meet The Advisory Team

Manulife Securities Incorporated

  • Kevin McAdams
  • Brad Thompson

Manulife Securities Investment Services Inc.

  • Greg Glista
  • Brad Amlin, CFP
  • Mark Mulholland
  • Chris Hietalahti
  • Patrick Keyser
Brad Amlin, CFP Photo Brad Amlin, CFP Hover Photo

Brad Amlin, CFP

Financial Advisor, Manulife Securities Investment Services Inc., Life Insurance Advisor, Cornwall Wealth Management Group Inc.
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Brad Amlin, CFP

FINANCIAL ADVISOR, MANULIFE SECURITIES INVESTMENT SERVICES INC.

life insurance advisor, cornwall wealth management group inc.


Brad Amlin has been in the financial services business for over 17 years. His primary area of expertise is Financial, Estate and Tax Planning - focusing on strategies that include the use of Life Insurance and Investment Vehicles. He has had a great deal of experience working with both business owners and high net worth individuals. Brad holds a Certified Financial Planner designation which has enhanced his education in Financial Planning as well as helped him become a specialist at portfolio construction and asset management.

Email Brad




Greg Glista Photo Greg Glista Hover Photo

Greg Glista

Financial Advisor, Manulife Securities Investment Services Inc., Life Insurance Advisor, Vice-President, Cornwall Wealth Management Group Inc.
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Greg Glista

FINANCIAL ADVISOR, MANULIFE SECURITIES INVESTMENT SERVICES INC. 

life insurance advisor, vice-president, CORNWALL WEALTH MANAGEMENT GROUP INC.

Greg grew up in the financial services industry with the roots of his family business extending back to 1957. Greg now works with grandchildren of original clients – a testament to his commitment to establish long-term relationships, thus helping clients establish their life’s goals and ultimately their life’s dreams. Greg is a graduate of the Ivey School of Business and is a partner in Cornwall Wealth Management Group Inc.  He has expertise in complex financial management, tax and estate strategies, and designing tax-advantaged strategies for business owners and their families.

Email Greg

Kevin McAdams Photo Kevin McAdams Hover Photo

Kevin McAdams

Financial Advisor, Manulife Securities Incorporated, Life Insurance Advisor, President, Cornwall Wealth Management Group Inc.
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Kevin McAdams

FINANCIAL ADVISOR, MANULIFE SECURITIES INcorporated

life insurance advisor, president, CORNWALL WEALTH MANAGEMENT GROUP INC.
 

Kevin works with individuals, families, and private business owners to help them achieve their goals, and protect and enhance their financial wealth. With 30-years of financial markets experience, and a specialty in fixed income, Kevin uses integrated, purpose-driven strategies to select the right investments, manage risk, and minimize tax. Kevin provides unbiased, impartial opinions about investment ideas and insurance solutions.

Email Kevin

Patrick Keyser Photo Patrick Keyser Hover Photo

Patrick Keyser

Mutual Funds Advisor, Manulife Securities Investment Services Inc., General Manager, Life Insurance Advisor, Cornwall Wealth Management Group Inc.
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Patrick Keyser

MUTUAL FUNDS ADVISOR, MANULIFE SECURITIES INVESTMENT SERVICES INC. 
General manager, Life Insurance Advisor, CORNWALL WEALTH MANAGEMENT GROUP INC.

Patrick's journey in the financial services industry has included roles with a major international bank, a Canadian bank and a leading brokerage firm. Patrick embraces the Cornwall Wealth Management philosophy that carefully crafted and professionally guided planning is at the heart of the financial success of his clients.  Patrick works with individuals, families and private business owners with the objective to grow and protect their financial wealth allowing them to meet their life goals and dreams. He bases all his client relationships on a foundation of integrity and trust. Patrick employs a holistic approach to planning including investment and retirement management, risk mitigation, and tax and estate strategies.  Patrick holds the Personal Financial Planner designation and is a graduate of the University of Western Ontario.

Email Patrick

Chris Hietalahti Photo Chris Hietalahti Hover Photo

Chris Hietalahti

Mutual Fund Advisor, Manulife Securities Investment Services Inc., Life Insurance Advisor, Cornwall Wealth Management Group Inc
Read Bio

Chris Hietalahti

mutual fund advisor, MANULIFE SECURITIES INVESTMENT SERVICES INC.

LIFE INSURANCE ADVISOR, CORNWALL WEALTH MANAGEMENT GROUP INC. 


Chris Hietalahti started his journey in the career force of a larger financial institution. He has moved to Cornwall Wealth Management Group Inc. with a specialty in wealth protection and preservation. Clients have found comfort in his processes and have taken with them key learnings about Life, Disability and Critical illness insurance needs. He works hard to earn and maintain his clients' trust and has built a reputation for his level of service. Please feel free to reach out to him with any questions about your insurance and financial needs.

Email Chris

Mark Mulholland Photo Mark Mulholland Hover Photo

Mark Mulholland

Financial Advisor, Manulife Securities Investment Services Inc., Life Insurance Advisor, Cornwall Wealth Management Group Inc.
Read Bio

Mark Mulholland

FINANCIAL ADVISOR, MANULIFE SECURITIES INVESTMENT SERVICES INC.

Life Insurance Advisor, CORNWALL WEALTH MANAGEMENT GROUP INC.  


Mark has over twenty-seven years’ experience in the financial services industry. His unique skill set enables him to deliver a  multidisciplinary approach, providing clients with well-crafted and appropriate investment and insurance solutions. Mark holds credentials from the Canadian Securities Institute and has earned his Level 2 Insurance License.

Email Mark

Terry Townson  Photo Terry Townson  Hover Photo

Terry Townson

Retirement Consultant, Cornwall Wealth Management Group Inc.
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Terry Townson

RETIREMENT CONSULTANt, cornwall wealth management group inc.


Terry is pleased to bring her 25 years of experience in the financial services industry to Cornwall Wealth Management.  She consults with and supports the advisors to provide retirement projections to our clients.

Email Terry

Brad Thompson Photo Brad Thompson Hover Photo

Brad Thompson

Financial Advisor, Manulife Securities Incorporated, Life Insurance Advisor, Cornwall Wealth Management Group Inc.
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Brad Thompson

FINANCIAL ADVISOR, MANULIFE SECURITIES INcorporated  
LIFE INSURANCE ADVISOR, CORNWALL WEALTH MANAGEMENT GROUP INC.

Brad started his career on the trading floor of the Toronto Stock Exchange and has over 20 years of experience in capital markets with a specialty in equities. His philosophy on investing and financial strategies is simple: A customized plan should dictate your long-term investments.… not the other way around. Brad works with individuals, families, private business owners and retirees with the objective to grow and protect their financial wealth based on a foundation of honesty and trust. With a comprehensive approach to investing, Brad also places great emphasis on building relationships for life. He helps clients develop, implement and maintain customized solutions that recognize ones evolving financial situation. Through one-on-one meetings, regular reviews, and ongoing personal advice he strives to provide his clients with superior service, clarity and confidence in their financial future.  Brad takes into account all investment, tax minimization, risk management and insurance solutions to meet your wealth management needs.

Email Brad

Joe Leger Photo Joe Leger Hover Photo

Joe Leger

Senior Benefits Consultant, Cornwall Wealth Management Group Inc.
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Joe Leger

SENIOR BENEFITS CONSULTANT, Cornwall Wealth Management Group Inc.


Joe has a deep and thorough knowledge of the benefits industry as he has worked as an underwriter and account manager for one of Canada's largest insurers.  Joe's expert approach delivers focused solutions to clients.  When not seeing clients, Joe is a crazed sports enthusiast and a ubiquitous rent-a-goalie.

Email Joe

 



Meet The Support Team

Lore Fat Photo Lore Fat Hover Photo

Lore Fat

Executive Assistant, Manulife Securities Investment Services Inc., Director of Business Development, Cornwall Wealth Management Group Inc.
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Lore Fat

Executive Assistant, Manulife Securities investment Services Inc.

Director of Business Development, Cornwall Wealth Management Group Inc.


Lore is Cornwall Wealth Management's quarterback:  from managing human resources, overseeing back office processes and protocol, to financial management and taking the lead role in CWM's growth strategies.  After emigrating from Romania to Canada in 2003, Lore entered the financial services business. Her strong knowledge of Cornwall Wealth Management's products and processes and a passion for the profession, ensures that our service standards are kept to the highest level possible.

Email Lore



Leah MacPherson Photo Leah MacPherson Hover Photo

Leah MacPherson

Executive Assistant, Manulife Securities Investment Services Inc., Client Services Manager, Cornwall Wealth Management Group Inc.
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Leah MacPherson

Executive Assistant, manulife securities investment services inc.

Client Services Manager, cornwall wealth management group inc.


Leah joined the financial industry 10 years ago, having worked previously worked at a top law firm in Toronto as a litigation assistant. Leah's knowledge of both legal and financial industries continues to benefit our clients, and the clients of Greg Glista.  Leah's goal is to provide great client service with a smile. Her dedication and knowledge in the corporate services sector, with specific expertise on Group Life and Health and Group Retirement Solutions, is a huge asset to the Cornwall Wealth Management Group.

Email Leah

Jennifer Pacheco Photo Jennifer Pacheco Hover Photo

Jennifer Pacheco

Executive Assistant, Manulife Securities Investment Services Inc., Insurance and Operations Assistant, Cornwall Wealth Management Group Inc.
Read Bio

Jennifer Pacheco

Executive assistant, manulife securities investment services inc.

Insurance and Operations Assistant, Cornwall Wealth Management Group Inc.


Jen is our front-line team member, responsible for reception and the administration of all life and risk management products. She also oversees Cornwall Wealth Management's back office initiatives and operations. Jen has over 10 years’ experience in the insurance industry and her key strength is providing a welcoming atmosphere and warm environment to all of our clients.

Email Jennifer

Dahlia Holzscherer Photo Dahlia Holzscherer Hover Photo

Dahlia Holzscherer

Mutual Fund Advisor Assistant, Manulife Securities Investment Services Inc., Client Services Manager, Cornwall Wealth Management Group Inc.
Read Bio

Dahlia Holzscherer

mutual fund advisor assistant, manulife securities investment services inc.

Client Services Manager, Cornwall Wealth Management Group Inc.


Dahlia is our Client Services Manager for our Managed Wealth Services Team. Dahlia comes to us from another Manulife Securities Branch where she held the position of an Assistant to two financial advisors. She brings 20 years of experience in the financial industry which assists Dahlia in understanding the unique personal and financial needs of our clients. Dahlia assists Mark Mulholland and works closely with clients in our Managed Wealth Services Division.

Email Dahlia

Debbie Adjey Photo Debbie Adjey Hover Photo

Debbie Adjey

Executive Assistant, Manulife Securities Incorporated
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Debbie Adjey

Executive Assistant,manulife securities incorporated


Debbie brings over 30 years of experience in the Financial Services Industry, spending the majority of her career with a major Canadian Bank in both branch and head office functions. During the past four years she worked for a private investment counselling firm in Oakville. Throughout her career she has had a passion for delivering a positive client experience and she will bring these same qualities to her client service and account administration role in support of Kevin McAdams and his clients.

Email Debbie

Tamika Lewis Photo Tamika Lewis Hover Photo

Tamika Lewis

Mutual Fund Advisor Assistant, Manulife Securities Investment Services Inc.
Read Bio

Tamika Lewis

mutual fund advisor assistant, manulife securities investment services inc.


with over 13 years of experience in the Financial Services Industry, Tamika is committed to providing comprehensive support to each of our individual clients.

TAMIKA WORKS CLOSELY WITH BRAD AMLIN, and is currently working towards her PFP Designation.


Email Tamika

Our Services

We offer full financial services for all of your planning needs

Investment

The advisory team at Cornwall Wealth Management utilizes a broad range of investment vehicles to help manage your wealth, and achieve your financial goals.

We are proud of our relationship with Manulife Securities Incorporated, and Manulife Securities Investment Services Inc. one of Canada’s foremost independent investment dealers. In particular, we value the resources, market access, and freedom they provide us to better serve our clients.

We have found it helpful to keep the investment process simple, concise and understandable.

Learn More

Retirement

It's never too early (or too late) to think about your retirement. Whether you are just starting out, or are getting ready to wind down, we can help you grow and manage your retirement savings, as well as plan for all of the other aspects of retirement.

Our unique planning process, The Confidence Audit  ensures you have a solid strategy in place to retire comfortably.  

Our three Client Programs are the basis of a successful, long-term financial strategy.  The Foundation, Momentum and Legacy Programs assist with doing the "right things", in the "right order", at the "right time" in your life. 

Learn More

Education

Saving for your children or grand-children's education may seem daunting due to competing financial pressures.  Our education planning process maximizes the available government grants  with reasonable savings assumptions to help you meet this important goal. 

Estate

A properly designed estate plan achieves three goals:

  • Maximization of your assets
  • Tax-efficient transfer of your assets to future generations
  • Ensuring your will accurately reflects your wishes

Our Legacy Program helps our clients confidently achieve these goals.

Learn More

Insurance

Part of a well-crafted financial and retirement plan is having an adequate safety net for you and your family should a death, disability or critical illness strike.

Our team has the expertise to recommend the right coverages from any of Canada's insurers, so you have peace of mind in knowing that your financial future is protected. 

Contact Us About Personal Insurance

In addition to personal insurance plans, we also offer travel insurance and individual health and dental plans direct through Manulife Insurance.  Click the links below for direct access.


TRAVEL INSURANCE PLANS

Choose the travel plan that’s right for you. Get help covering unexpected travel expenses. Get help with medical expenses when studying away from home, or  help cover emergency medical expenses while visiting Canada.

 Get Quotes or Apply Online


COVERME® HEALTH AND DENTAL INSURANCE PLANS

Save money on your health and dental costs with a Flexcare® health and dental insurance plan or FollowMe® Health individual insurance plan.

 Get Quotes or Apply Online

Contact Us

We'd love to hear from you!
Email us today, call 905-844-1412, or keep scrolling for individual team members' contact information.

* Required


Our Advisor Team:

Greg Glista

Financial Advisor, Manulife Securities Investment Services Inc.
Life Insurance Advisor, Vice-President, Cornwall Wealth Management
Group Inc.
905-844-1412, ext 61
905-338-1660 ext 61
Email Greg 

Kevin McAdams

Financial Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Cornwall Wealth Management Group Inc.  

905.844.1412 x41
Email Kevin

Chris Hietalahti

Mutual Fund Advisor, Manulife Securities Investment Services Inc.
Life Insurance Advisor, Cornwall Wealth Management
Group Inc.
905-844-1412 ext 228
Email Chris

Brad Amlin

Financial Advisor, Manulife Securities Investment Services Inc.
Life Insurance Advisor, Cornwall Wealth Management Group Inc.  

905-844-1412 ext 222
Email Brad

Brad Thompson

Financial Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Cornwall Wealth Management Group Inc.
905-844.1412 ext 48
Email Brad

Mark Mulholland, B.Sc.

Financial Advisor, Manulife Securities Investment Services Inc.
Life Insurance Advisor, Cornwall Wealth Management Group Inc.
905 844-1412 x224
Email Mark

Patrick Keyser

Financial Advisor, Manulife Securities Investment Services Inc.
Life Insurance Advisor, General Manager, Cornwall Wealth Management Group Inc.
905 844 1412 ext 229
Email Patrick

Terry Townson

Retirement Consultant, Cornwall Wealth Management Group Inc. 
905 844 1412 ext 64
Email Terry

Joe Leger

Senior Benefits Consultant, Cornwall Group Benefits
905 338 1660 ext 63
Email Joe

Our Support Team:

Dahlia Holzscherer

Mutual Fund Advisor Assistant, Manulife Securities Investment Services Inc.
Client Services Manager, Cornwall Wealth Management Group Inc.  

905.844.1412 x227
Email Dahlia

Lore Fat

Executive Assistant,  Manulife Securities Investment Services Inc.
Director of Business Development, Cornwall Wealth Management Group Inc.

905.844.1412 x226
Email Lore

Leah MacPherson

Executive Assistant, Manulife Securities Investment Services Inc.
Client Services Manager, Cornwall Wealth Management Group Inc.

905.338.1660 x62
Email Leah

Debbie Adjey

Executive Assistant,  Manulife Securities Incorporated
905.337.2600 x46
Email Debbie

Jennifer Pacheco

Executive Assistant, Manulife Securities Investment Services Inc.
Insurance and Operations Assistant, Cornwall Wealth Management Group Inc.
905.844.1412 x221
Email Jennifer

Tamika Lewis

Mutual Fund Advisor Assistant, Manulife Securities Investment Services Inc.
905 844-1412 X231
Email Tamika