Your Valuable Team
at the Helm

Who We Are 

At Cornwall Financial Partners, 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.

Investment Advisors  |  Financial Planners  |   Insurance and Estate Advisors  |   Customer-Service Professionals

Kevin McAdams

Executive consultant, IG Private Wealth management inc.

Greg Glista

President, Cornwall Financial Partners Inc. Executive Consultant, IG Private Wealth Management Inc.

Patrick Keyser

Financial planner, ig private wealth management inc.

Joe Leger

president and partner, Cornwall group benefits inc.

Brad Thompson

executive consultant, ig private wealth management inc.

Kevin works with individuals, families, and private business owners to protect and enhance their wealth and assist in achieving their unique life goals. With over 40 years of financial markets experience and a specialty in fixed income, Kevin uses integrated, purpose-driven strategies to select appropriate investments, manage risk, and minimize tax. Kevin is committed to acting only in the best interests of each client by providing unbiased, impartial and honest advise about investment ideas and insurance solutions.

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.

Patrick works with the philosophy and practice that carefully crafted, and professionally guided planning is at the heart of clients’ financial success. With over 30 years experience in the financial services industry, Patrick bases his client relationships on a foundation of integrity and trust and works closely with his clients to help provide personalized investment and retirement solutions. 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.

Joe brings deep expertise in the benefits industry, having served as both an Account Manager and Underwriter with one of Canada’s largest insurers. His experience enables him to deliver professional recommendations and innovative solutions tailored to clients’ needs.

When not seeing clients, Joe enjoys vacationing with his wife, Ash, spending time with their dog, Nova, and playing hockey and watching the NFL.

Brad works with individuals, families, business owners, and retirees to strategically grow and safeguard their financial wealth. Through clear, honest, and open communication, he guides clients in developing, executing, and maintaining tailored financial strategies designed to achieve long-term objectives. His approach incorporates tax-efficient planning, comprehensive risk management, and insurance solutions as integral components of a holistic wealth management plan. Brad began his career on the trading floor of the Toronto Stock Exchange and brings nearly 30 years of capital markets expertise, with a specialized focus on equity portfolio management.

Chris Hietalahti

Senior INSURANCE ADVISOR, CORNWALL life insurance

Lore Fat

business development manager, group retirement savings, cornwall financial partners inc.

Loralee Hauber

General Manager, Cornwall Life Insurance

General Manager, Cornwall Financial Partners Inc.

Jennifer Dermit

wealth management assistant, ig wealth management inc. mutual fund division

Leah MacPherson

Lead, Client Solutions, cornwall group benefits 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.

Lore works directly with businesses, administrators and clients regarding Group Retirement Savings. Lore has worked with Cornwall for over 20 years in a variety of divisions and has a strong relationship with many clients as well as knowledge of Cornwall products and processes. Lore’s passion for the profession, ensures that our service standards are kept to the highest level possible.

In her General Manager roles, Loralee works with the insurance team, clients, and the entire Cornwall team. Primary responsibilities are 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.

Jennifer has over 15 years experience in the financial services industry and works directly alongside Patrick Keyser. As a licensed individual, Jennifer supports Patrick while also coordinating client needs and ensuring they receive exceptional service.

 Leah has almost 2 decades of experience in the insurance industry delivering technical, timely service and managing strong client relationships. Known for her dedication and friendly demeanour, she consistently provides high-quality support and is a trusted resource for clients.

When away from the office, Leah enjoys spending time at the cottage with her family and her dog, Islay.

Terry Townson

RETIREMENT CONSULTANt, cornwall  administrative assistant, ig private wealth management inc.

Jennifer Pacheco

Client Services Manager, Cornwall life insurance

Jo-Anne Griffin

Administrative Assistant, cornwall financial partners inc.

Lisa Lofts

Client Service Specialist & Project Lead

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Terry brings over 30 years of experience in the financial services industry. As a financial advisor for over 20 years, Terry helped individuals and families with setting and fulfilling their financial goals.

In her current role, Terry consults with and supports advisors to provide retirement projections to clients.

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.

Jo-Anne is an administrative assistant to Greg Glista, and ensures that clients receive an exemplary level of customer care and attention. Jo-Anne brings experience from her career at a management consulting, and she began her career in the Health and Pharmaceutical industries.

Lisa is a professional with over 20 years of experience in disability claims management, customer service, and administration. Formerly a group benefits disability claims examiner, she is detail-oriented and client-focused, offering both expert guidance to clients and administrative support to her team.

Outside of work, Lisa enjoys camping, going to concerts and cheering on the Blue Jays.