Senior Investment Advisor
I have been with the MacIntosh Group here at Canaccord Genuity Wealth Management since January of 2010. Since then I have been able to leverage my 20+ years of experience in the financial industry, as well as learn from some amazing team members, to assist our clients in meeting their life and financial goals. In October of 2017 I assumed the role of team lead when our founder, Debbie MacIntosh, was forced to leave the team she built due to a cancer diagnosis.
Since that time, I have continued to assist clients to build their wealth but have also spent a considerable amount of time focusing on the larger picture. Whether that is helping protect them from unknown events in their futures, finding ways to keep more of their hard-earned money in their own pockets, or creating a plan to ensure their families are taken care of when they pass, I want them to sleep well and enjoy life to its fullest.
I am a graduate of Dalhousie University with two Bachelor degrees, in Management and Science. I live in Dartmouth with my wife Jennifer and our two children, Jazmine and Joshua.
Wealth & Estate Planning Specialist
Lara partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, legacy and estate planning for individuals, professionals and business owners. Lara is dedicated to providing effective and customized solutions for each clients’ unique goals.
Lara holds the financial planner designation F.Pl and is a financial security advisor.