greg glista

partner

About

I grew up in the financial services industry with the roots of my family business extending back to 1957. I now work with grandchildren of original clients – a testament to my commitment to establish long-term relationships, thus helping clients establish their life’s goals and ultimately their life’s dreams. I am a graduate of the Ivey School of Business and am a partner in Cornwall Wealth Management Group. I have expertise in complex financial management, tax and estate planning and tax advantaged planning for business owners and their families. I also play a supportive role for HR administrators who are looking for creative solutions to control the cost and quality of their companies employee benefits programs with a specialty in Canadian firms who have a US parent.

Country

canada

City

oakville

Industry

financial services

Skill

strategic planning, strategic financial planning, wealth management, investments, estate planning, insurance, finance, management, retirement planning, strategy, leadership, new business development, mutual funds, investment strategies, financial planning, financial analysis, financial services, retirement, financial planners, budgets, portfolio management, tax and estate planning, financial advisory, financial modeling, tax, business development, advanced insurance planning, life insurance

Experience

field engineer

hewlett-packard

1988-5 - 1990-5 · 2 yrs 1 mo

president

glista & associates

1991-1 - Present · 35 yrs 8 mos

partner

cornwall wealth management group

2011-5 - Present · 15 yrs 4 mos

At Cornwall Wealth Management Group, we seek to work with a limited number of families with whom we can know and serve well. With a planning focus, we provide you with the depth and breadth of knowledge to expertly organize and manage your financial future to help you achieve your goals and life's dreams. Cornwall Wealth Management Group is a unique team of financial professionals committed to providing unbiased planning advice, comprehensive wealth management, tax effective insurance solutions and exceptional value for every client. We aim to deliver first-class client service, and a collegial, learning environment where best practices are shared and the interests of the client are paramount. Please contact our office directly and speak with Leah at 905-338-1660 to arrange a phone interview with Greg to see if there is a fit between our skills and abilities and your needs.