Greg Glista

Greg Glista Email and Phone Number

Executive Consultant @ IG Wealth Management
Oakville, ON, CA
Greg Glista's Location
Oakville, Ontario, Canada, Canada
Greg Glista's Contact Details

Greg Glista personal email

n/a
About Greg Glista

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.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.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.Please contact our office directly and speak with Leah at 905-338-1660 to arrange a phone interview with me to see if there is a fit between our skills and abilities and your needs.

Greg Glista's Current Company Details
IG Wealth Management

Ig Wealth Management

View
Executive Consultant
Oakville, ON, CA
Employees:
270
Greg Glista Work Experience Details
  • Ig Wealth Management
    Executive Consultant
    Ig Wealth Management
    Oakville, On, Ca
  • Cornwall Financial Partners Inc
    President
    Cornwall Financial Partners Inc Jan 1991 - Present
    Oakville, Ontario, Canada
  • Cornwall Wealth Management Group
    Partner
    Cornwall Wealth Management Group May 2011 - Present
    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.
  • Glista & Associates
    President
    Glista & Associates Jan 1991 - Present
    Oakville, On
  • Hewlett-Packard Canada
    Field Engineer
    Hewlett-Packard Canada May 1988 - May 1990

Greg Glista Skills

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

Greg Glista Education Details

Frequently Asked Questions about Greg Glista

What company does Greg Glista work for?

Greg Glista works for Ig Wealth Management

What is Greg Glista's role at the current company?

Greg Glista's current role is Executive Consultant.

What is Greg Glista's email address?

Greg Glista's email address is gr****@****tes.com

What schools did Greg Glista attend?

Greg Glista attended The University Of Western Ontario - Richard Ivey School Of Business.

What are some of Greg Glista's interests?

Greg Glista has interest in Poverty Alleviation, Social Services, Arts And Culture, Politics.

What skills is Greg Glista known for?

Greg Glista has skills like Strategic Planning, Strategic Financial Planning, Wealth Management, Investments, Estate Planning, Insurance, Finance, Management, Retirement Planning, Strategy, Leadership, New Business Development.

Who are Greg Glista's colleagues?

Greg Glista's colleagues are Jacinthe Mallais, Robert Middelkoop, B Ng, Elaine Jose.

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