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.
Partner, 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. He has expertise in complex financial management, tax and estate planning and tax advantaged planning for business owners and their families.
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 financial planning to select the right investments, manage risk, and minimize tax. Kevin provides unbiased, impartial opinions about investment ideas and insurance solutions.
Financial Advisor, Manulife Securities Investment Services 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. He has a Bachelor Degree in Science (Honours) from the University of Guelph.
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.
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.
General Manager, 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 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 planning. Patrick holds the Personal Financial Planner designation and is a graduate of the University of Western Ontario.