Wealth Stewards Inc.

Leadership Team

Paul Tyers, CA, CFP, CIM

Paul Tyers CA, CFP, CIM CEO & Managing Director

CEO & Managing Director

Paul Tyers is the CEO and Managing Director of Wealth Stewards Inc.

Paul is registered with the Financial Planning Standards Council  as a Certified Financial Planner , with the Ontario and Canadian Institutes of Chartered Accountants as a Chartered Accountant, and with the Financial Services Commission of Ontario as an Insurance Advisor.

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Stephen Jones, LL. M, C.A.

Stephen JonesDirector, Tax & Estate Planning

Steve is registered with The Law Society of Upper Canada in private practice and with the Ontario and Canadian Institutes of Chartered Accountants as a Chartered Accountant.

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Lara Misner, BCom, MBA, CFA

 

 lara 7.94

Client Advisor

 

Lara Misner is Client Advisor of Wealth Stewards Inc. and provides comprehensive wealth management services to affluent Canadians. Her background in investment research and portfolio management brings in-depth experience to understanding clients’ financial situations.

 

 

 

 

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John Nevins

Business Development

John is engaged in Business Development services on behalf of Wealth Stewards Inc..

John retired in 2005 from a successful business career, the most recent of which was  Chief Operating Officer of an international technology firm located in Kitchener.

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Craig Simpson, CFP, CLU

Craig Simpson, CFP, CLU, Director, Risk Management & Insurance StrategiesDirector, Risk Management & Insurance Strategies

Craig Simpson is the Director of Risk Management & Insurance Strategies of Wealth Stewards Inc.

Craig is registered with The Financial Planning Standards Counsel as a Certified Financial Planner, with Advocis – The Financial Advisors Association of Canada as a Chartered Life Underwriter and with the Financial Services Commission of Ontario as an Insurance Advisor.

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Peggy Tyers, BBA

Peggy TyersDirector, Business Development

Peggy Tyers is the Director, Business Development of Wealth Stewards Inc.

Peggy earned an Honours Bachelor of Business Administration – major in marketing from Wilfrid Laurier University.  She is registered with the Mutual Funds Dealer Association.

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Aileen Mega, BA, CFP

aileen

Manager, Financial Planning & Risk Management

Aileen brings to Wealth Stewards an expertise in financial planning, insurance and investment planning, as well as in-depth understanding of behavioral finance. She facilitates an innovative, detailed and dynamic experience in financial planning, which helps our clients understand the financial implications of their life and business decisions.

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Judith McCann

Business Development

Judith is engaged in Business Development services on behalf of Wealth Stewards Inc.

Judith has built her business development experience on the foundation of a thirty year business background in the U.S. and Canada. Judith held the position of Chief Operating Officer of Behring Investments, a diversified company with real estate development in Florida and California; National Football League team ownership (Seattle Seahawks); and other varied business interests. While at Behring, Judith was instrumental in initiating and managing a significant portion of the organization's investments.

 

 

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