Manulife Securities Investment

At Cornwall Wealth Management, we believe in empowering Canadians to achieve financial freedom and reach their life goals. Founded in Oakville, Ontario, our team of experienced professionals provides personalized wealth management services to individuals, families, and businesses. With a client-centered approach and a deep understanding of financial planning, we help our clients navigate the complexities of wealth and create a customized plan that aligns with their unique aspirations.

Our Values and Approach

Our core values of knowledge, integrity, and results guide everything we do. We leverage our extensive knowledge and expertise to deliver unbiased financial advice and customized solutions based on your individual needs and goals. Our personalized approach involves:

• Understanding your goals: We take the time to understand your unique aspirations and financial aspirations.
• Developing a tailored plan: We work with you to create a customized financial plan that aligns with your goals and risk tolerance.
• Regular communication: We believe in open and honest communication throughout the process, ensuring you are updated and involved every step of the way.

Our Services

Cornwall Wealth Management offers a comprehensive range of wealth management services, including:

• Investments: Portfolio management, retirement planning, estate planning, and more.
• Insurance: Comprehensive coverage for your health, dental, and travel needs.
• Financial Planning: Comprehensive financial analysis and planning for every stage of life.
• Employee Benefits: Consulting services to design and manage employee benefit plans for businesses.

Meet Our Team

Our team of experienced professionals comes from diverse backgrounds but shares a common passion for helping clients achieve financial success. Led by Kevin McAdams, a seasoned financial advisor with over 30 years of experience, our team is committed to providing personalized guidance and making the financial planning process accessible and enjoyable.

Why Choose Cornwall Wealth Management?

At Cornwall Wealth Management, we are dedicated to:

• Providing personalized and attentive service
• Offering sound, evidence-based financial advice
• Delivering transparent and clear communication
• Empowering clients to take control of their financial destinies

Get Started Today

Contact us today and let us help you achieve your financial goals and secure your future. We look forward to partnering with you on your journey to financial freedom and success.