Welcome to Cornwall Wealth Management
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.
In Memoriam - Peter Marlatt
It was a sad end to the year to learn of the passing of Peter Marlatt on December 17, 2017. We know that many of you had a relationship with Peter going back many years, and he will be sorely missed. We would like to extend our condolences to his family and friends. If you wish to view his obituary, or send your condolences to the family, you can go to the following website:
Advantage Account is a high-interest savings account that offers a high interest rate and gives you the features and flexibility of a chequing account – all in one account. With online and telephone transfers, pre-authorized chequing and bill payments, and debit card access, you can access your money when and where you need it.
Plus, Advantage Account now offers unlimited chequing for free when your balance is $5,000 or more!
Making deposits into your Advantage Account is free, and withdrawals are free when your balance is $5,000 or more at the time of transaction.
For more information about Advantage Account, please contact us.
Term Life Insurance
Whether you are looking to protect your family or your business, Term life insurance offers affordable and flexible protection you can customize to meet your temporary and growing needs.
You can choose term life coverage that protects you for 10 or 20 years or until you reach age 65 or age 100.
Family Term from Manulife Financial
The flexible design of Family Term provides you and your family with affordable protection that can be adapted to your family’s changing lifestyle, income and needs.
Family Term gives your loved ones the financial security to:
- Maintain a comfortable lifestyle
- Pay off existing debts – like your mortgage
- Fund long term investment needs like educational savings plans or RSPs
Plus, you can adjust your Family Term insurance as your needs change, using a wide range of options called ‘riders’, such as Children’s Protection Rider (adding coverage for children), Total Disability Waiver (waiving premiums if you become disabled) and more.
For information on Family Term, please click here or contact us.
Family Term is a registered trademark of and is offered through Manulife Financial (The Manufacturers Life Insurance Company)