Find a CEA

I am a Pre -Arranger and At Need sales consultant for Heavenly Rest Cemetery.  I meet with various clients on a regular basis that have many questions pertaining to Estate settlement.  Roles and responsibilities of the   POA, Executors Etc.  I would like to learn more about the entire process so that I will be able to give them knowledge with regards to them planning or finalizing Estate matters.

With over three decades of experience in the financial services industry, I’ve been dedicated to helping Clients build financial security and confidence. I joined Sun Life in 2007 and hold a Bachelor of Arts degree from Dalhousie University, along with Certified Health Insurance Specialist (CHS™) and Chartered Life Underwriter (CLU®) designations.

A lifelong learner, I place great importance on ongoing education—regularly attending industry meetings and conferences to stay current on the evolving financial landscape. I remain committed to the highest standards of professionalism and Client service.

Estates and tax lawyer focused on estate planning, administration, and cross-border strategies. I help individuals, families, and business owners protect their legacies through tailored wills, trusts, and tax-smart planning — always with a client-first, detail-driven approach.

My name is Kris Bachmeier and I've been a licensed Funeral Director in Manitoba since 2018. I am part of Birchwood Funeral Chapel Co-Op, a community owned venture looking to serve the community with all aspects of funeral service at reasonable prices. 

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 Insurance products do not suit the situation, I refer the client to another professional.

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:

1. Estate Administration: Helping clients through the estate administration matters, including applications for the Grant of Probate or Letters of Administration,  Resealing Applications, non-contentious court applications (e.g. approval of a non-confirming Will), passing of accounts, court applications for approval of property sales where minors are involved, transfers of property and dealing with other distributions to the beneficiaries, communications with the beneficiaries.
   
   

2. Estate planning: Assisting clients with planning for the future, including drafting of Wills, Powers of Attorney, Health Care Directives, and Trusts.
   

3. Incorporations: Helping clients incorporate their businesses.

4. 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 own a financial planning and a tax/accounting company.  We are all about helping our clients create high net worth and then transferring that to the next generation.  We offer:

Personal Tax Preparation

Corporate Tax

Fee Based Financial Plans

Life Insurance specializing in the Infinite Banking Concept

Tax Planning