Lore Fat
Executive Assistant, Manulife Securities 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.

Leah MacPherson
Executive Assistant, Manulife Securities Investment Services Inc.
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.

Neno Ritchie
Executive Assistant, Manulife Securities Investment Services Inc.
Client Services Manager, Cornwall Wealth Management Group Inc.

Neno joins the Cornwall Wealth Group with over 14 years of experience in the wealth management industry working as an advisor, client service specialist and back office administrator. She has a post-graduate degree in Economics, making her well qualified to provide superior back office and service support for our clients and our team.
Prior to entering the financial services industry, Neno held various research positions, most notably with the Department of Economics and the Department of Clinical Epidemiology and Biostatistics at McMaster University. 


Monica Stiner, CEBS
Employee Benefits Consultant, Glista and Associates Inc.

Monica offers 30 years’ experience in the employee benefits industry. Having worked with national consulting firms, insurance companies, and independently as a consultant and sales representative, Monica is well positioned to develop proactive strategy for our clients as it relates to their group benefits and group retirement plans. Monica earned the prestigious designation of Certified Employee Benefits Specialist (CEBS) in 1996 and volunteered for the International Society of Certified Employee Benefits Specialists. Currently Monica volunteers for the Canadian Pension and Benefits Institute and enjoys keeping abreast of all the exciting and challenging changes taking place in the industry.  Monica will be working with Greg's group benefits clients

Jennifer Pacheco
Insurance and Operations Assistant, Cornwall Wealth Management Group Inc.

Jen is our front-line team member, responsible for reception and the administration of all life and risk management products. She also oversees Cornwall Wealth Management's back office initiatives and operations. Jen has over 10 years’ experience in the insurance industry and her key strength is providing a welcoming atmosphere and warm environment to all of our clients.

Dahlia Holzscherer
Executive Assistant, Manulife Securities Investment Services Inc.
Client Services Manager, Cornwall Wealth Management Group Inc.

Dahlia is our new 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 will be assisting Terry Townson and working closely with clients in our Managed Wealth Services division.

Debbie Adjey
Executive Assistant, Manulife Serurities Incorporated
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.


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