Who we are
At Cornwall Wealth Management 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.
Your Valuable Team
at the Helm
Investment Advisors | Financial Planners |
Insurance and Estate Advisors |
Customer-Service Professionals
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Kevin McAdams
President/Financial Advisor
Kevin McAdams
FINANCIAL ADVISOR, Manulife Wealth Inc. 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 over 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.
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Greg Glista
Vice-President, Financial Advisor
Greg Glista
FINANCIAL ADVISOR, Manulife Wealth 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.
He has expertise in complex financial management, tax and estate strategies, and designing tax-advantaged strategies for business owners and their families.
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Patrick Keyser
PARTNER, Financial Planner
Patrick Keyser
Financial planner, Manulife Wealth Inc.
Partner, Financial planner, 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 bases his client relationships on a foundation of integrity and trust, and employs a holistic approach to planning. Patrick focuses on investment and retirement management, wealth protection, insurance solutions, and tax and estate strategies. Patrick holds the Personal Financial Planner designation and is a graduate of the University of Western Ontario.
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Joe Leger
Senior Benefits Consultant
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.
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Brad Thompson
Financial Advisor
Brad Thompson
FINANCIAL ADVISOR, Manulife Wealth Inc. INcorporated
LIFE INSURANCE ADVISOR, CORNWALL WEALTH MANAGEMENT GROUP INC.
Brad started his career on the trading floor of the Toronto Stock Exchange, and has almost 25 years of experience in capital markets with a specialty in equity portfolios. Brad works with individuals, families, business owners and retirees to help grow and protect their financial wealth.
With a straightforward honest and open dialogue, he helps clients develop, implement and maintain customized financial solutions to meet long-term goals. Brad takes tax-minimization, risk management and insurance solutions into account as a part of your overall wealth management circumstances.
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Chris Hietalahti
Senior Insurance Advisor
Chris Hietalahti
Senior INSURANCE ADVISOR, CORNWALL WEALTH MANAGEMENT GROUP INC.
Chris specializes in helping clients protect and preserve their wealth and the financial future of those they love.
Chris' free time is spent with his wife and 2 children, being active outdoors, and going to live music events.
Please reach out to Chris with any questions about your insurance and financial needs.
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Lore Fat
DIRECTOR OF BUSINESS DEVELOPMENT
Lore Fat
Executive Assistant, Manulife Wealth Inc. 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.
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Loralee Hauber
General Manager
Loralee Hauber
General Manager, Cornwall Wealth Management Group Inc.
Marketing Assistant, Manulife Wealth Inc.
As General Manager, Loralee works with the entire Cornwall Wealth Management team and has primary responsibilities for operations and marketing. Loralee spent 20 years with a major Canadian Insurance company, specializing in individual insurance and leading successful teams, and is also licensed for life, accident and sickness insurances.
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Jennifer Dermit
Mutual Fund Advisor Assistant
Jennifer Dermit
Mutual Fund Advisor Assistant, Manulife Wealth Inc.
Jennifer joined Cornwall Wealth Management to work alongside Financial Advisor Patrick Keyser as a Mutual Fund Advisor Assistant. Jennifer has over 10 years in the financial industry and takes pride in coordinating clients needs and ensuring clients receive exceptional service while also providing administrative support to Patrick.
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Leah MacPherson
Client Services Manager
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.
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Terry Townson
Retirement Consultant
Terry Townson
RETIREMENT CONSULTANt, cornwall wealth management group inc.
Terry brings over 25 years of experience in the financial services industry to Cornwall Wealth Management. As a financial advisor for over 20 years, Terry helped individuals and families with setting and fulfilling their financial goals.
In her current role as Retirement Consultant, Terry consults with and supports advisors to provide retirement projections to our clients.
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Jennifer Pacheco
CLIENT SERVICES MANAGER
Jennifer Pacheco
Client Services Manager, Cornwall Wealth Management Group Inc.
Jen partners with advisors and their clients for the administration of life and risk management products. With over 18 years in the insurance industry, and 10 at Cornwall Wealth Management, Jen applies a high level of knowledge, client care, and efficient organization to all situations.
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Debbie Adjey
Executive Assistant
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.
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Jo-Anne Griffin
Administrative Assistant
Jo-Anne Griffin
Administrative Assistant, cornwall wealth management group inc.
Jo-Anne brings 8 years of experience in customer service at an Oakville management consulting firm to Cornwall Wealth Management. She is an administrative assistant to Greg Glista and ensures that clients receive an exemplary level of customer care and attention. Jo-Anne began her career in the Health and Pharmaceutical industries.
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Lisa Lofts
Administrative Coordinator
Lisa Lofts
Administrative Coordinator, Group Benefits | cornwall wealth management group inc.
Lisa began her career as a group benefits disability claims examiner. She has over 20 years of experience between disability claims management, customer service, and administration. Lisa is a detail-oriented professional who provides administrative support to the Cornwall Group Benefits team.