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.
Client Services Manager, Glista and Associates Inc.
Leah joined the financial industry 7 years ago. She had previously worked at a top law firm in Toronto as a litigation assistant. Her knowledge of both legal and financial industries continues to benefit our clients, and the clients of Greg Glista and Glista and Associates . 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.
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.
Executive Assistant, Kevin McAdams
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.
Tamika joins the Cornwall Wealth Management team with over 13 years of experience in the Financial Services Industry. With her extensive knowledge and passion for continued education, she is currently working towards her PFP Designation and considered a valuable addition to our office. Tamika will be working closely with Brad Amlin, and is committed to providing comprehensive support to each of our individual client’s needs.