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Since 2002, Matthew has been providing advice and wealth management services to affluent families and organizations across Canada. In 2011 Matthew was awarded the prestigious President's List award by the Financial Planning Standards Council when he… Read more »
Area serviced: Peterborough, ON
7057485101
As a life insurance broker, I create liquidity for families and corporations in a tax efficient manner.  I believe one's needs for liquidity upon death is greatly under estimated.  For the last 30 years, I have worked with my clients to make sure their… Read more »
Area serviced: Toronto, ON
4169315760
I am a Certified Financial Planner and Certified Executor Advisor with a focus on planning for individuals and families.  I look at a client's whole situation and make a recommendation based on what is right for them.  If using Mutual Funds or Life… Read more »
Area serviced: Calgary, AB
4035925885
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… Read more »
Area serviced: Winnipeg, MB
2049443533
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… Read more »
Area serviced: Winnipeg, MB; Western Manitoba, MB
(204) 944-3525
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. 

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Area serviced: Calgary, AB
587 436 1117
Area serviced: Saskatoon, SK; Regina, SK
306-665-0709
Let's face it, bad things always happen at the worst possible time. Having worked in the financial services industry for over 30 years, we have witnessed first hand, the detrimental effects of not being proactive due to ignorance, complacency or fear.… Read more »
Area serviced: Laval, QC; Toronto, ON; Pointe-Claire, QC
(514) 512-6902
(438) 388-0178
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… Read more »
Area serviced: Newmarket, ON; Aurora, ON; Barrie, ON; Toronto, ON; Niagara-on-the-Lake, ON
905-853-2586

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… Read more »
Area serviced: Steinbach, MB; Niverville, MB; Mitchell, MB
204-326-6088
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… Read more »
Area serviced: Toronto, ON
4169830229
Working with people for the last 20 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… Read more »
Area serviced: Belleville, ON
6137710650