Lara Misner, BCom, MBA, CFA

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.

 Lara graduated with a Bachelor of Commerce from McGill University in 1994. After graduation, while at McLean Budden (a portfolio management subsidiary of Sunlife), she found her passion for working with high-net worth clients and this led to the beginning of her career in private wealth management. Lara worked with independent hedge funds in Montreal and Toronto, as well as a portfolio manager with BMO Harris Private Banking in Toronto. Most recently, she was Chief Compliance Officer and CFO of Marret Asset Management.

Lara became a CFA charterholder in 2002 and a member of CFA Institute and Toronto CFA Society. She has served as a Director on the Board of Montreal CFA Society and Toronto CFA Society. She continues to be actively involved as a volunteer on various committees for Toronto CFA Society and CFA Institute. She completed her MBA at HEC Montreal in 2003.

Lara lives in Toronto and is a dedicated Ironman triathlete who loves the challenge of the sport. She enjoys travel and all things related to sport and the outdoors.

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Wealth Stewards Inc.
10 Four Season’s Place
Suite 1000
Toronto, ON
M9B 6H7