My goal is to provide client-centered service with personalized solutions tailored to individual client needs. I am not a "generalist" and focus on the following areas:
Estate planning: Assisting clients with planning for the future, including drafting of Wills, Powers of Attorney, Health Care Directives, and Trusts.
Incorporations: Helping clients incorporate their businesses.
Business and Corporate Matters: Maintenance of corporate records, drafting and reviewing shareholder agreements and other contracts, advising on corporate governance, and helping with business transactions.
B.Comm. (Hons.), CFP®, CLU, CHS®
Lucas has worked at Lawton Partners since October 2010 and is dedicated to helping clients achieve their financial goals and objectives. Mindful that his success depends on the success of their clients, Lucas practices with the highest standards of professionalism and integrity as part of his mission at Lawton Partners.
With over 30 years’ experience in providing tax planning and business advisory services to corporations, individuals, and trusts, Laurie continues to demonstrate a thorough understanding of complex corporate structures and transactions. This knowledge and expertise allow him to work effectively with the firm’s advisory team in recommending and implementing investment, tax, business succession and estate planning strategies that contribute to his clients’ success.
Specialties: investment, tax and estate, as well as business succession planning for owner managed businesses
I help individuals navigate a path through the challenges of Estate Administration, leveraging my personal experience as an Executor and practical experience in Tax preparation.
I am a Financial Advisor and Elder Planning Counselor who specializes in creating reliable income plans which offer diversified asset management and effective wealth transfer for seniors. I have been working with my clients since 1992 to provide investment advice that helps them realize their goals and create lasting legacies.
Devyn received an Associates’s Degree in Marketing from Red River College in 2015, a Bachelor of Business Administration from the University of Winnipeg in 2017, and completed the Life License Qualification Program (LLQP) in 2021. Devyn started his career in finance as soon as he graduated university and moved to RIVR Financial in 2021.
As an Advisor at RIVR Financial, Devyn provides personal solutions for families and individuals through insurance and investments and is passionate about assisting those working through estates.
With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. I hold a Bachelor of Commerce and Economics degree from the University of Toronto. My commitment to continuous education has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Working with people for the last 27 years, I understand the importance of planning! Both my parents lived into their 90's. My Dad had lymphoma and ended up living with us in the last days of his life. My mother had Alzheimer's and had to be put into a nursing home.
It is my passion to help people with their estate, to pass it down exactly as they wish and as tax efficient as possible.
I have a background in accounting and human resources with a Business Administration diploma from Okanagan College. I live
in Williams Lake BC, where my father works as a Certified financial planner and
he mentioned to me that there is a need in our community for this role as no
one else currently does it.
Digital Asset Specialist | Technology leadership
Offering services to organize, secure, and manage the critical data executors need in the digital age.
An active executor myself, I work with testators and their executors to manage risk and uncertainty surrounding the timely access, security, and accuracy of personal data.
CEA | CDAA | MCSE | STEP CETA
Market Manager for TD Private Wealth Management. I manage a Team of TD Wealth professionals 8 Wealth Advisors, 16 Private Bankers and a amazing team of 4 Private Trust officers. We cover from Hwy 27 to Oshawa and Finch to Hwy 9 of the Greater Toronto Area. I am a CFP, RRC, CIFP and CEA.
Tom began his financial services career in the banking sector and quickly understood that clients wanted "personalized service". In 1988 Tom became a Life Insurance Agent specializing in personal, estate and retirement planning. In 2000, he obtained his Certified Financial Planner (CFP) designation and in 2016 Tom completed his CCS (Cash Flow Planning Specialist Designation). He feels good about providing a written financial plan that allows individuals to get their financial power back by adding debt and cash flow management to their financial planning process.
Growing up in Naples, Emma is wholly connected to the community and loves living in paradise! Prior to joining her Mom, Jane Wood, at John R. Wood, she was working in Toronto for a boutique investment firm focused on client services and business development. Emma is also a Certified Executor Advisor. Providing the ultimate concierge experience is imperative for Emma, and working on a team only enhances the boutique-style approach that Jane has cultivated over the years. Emma graduated from Bentley University with a Bachelor's degree in Entrepreneurship and Business Management. In her free time, Emma enjoys working out, playing tennis, trying new restaurants and is an avid shopper!