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With decades of experience creating and implementing high quality strategic plans for individuals, families and organizations, our purpose is to serve our community with intelligence, collaboration and attention to detail. I am particularly interested in working with individuals and families with complex needs who are in transition as a result of a change in marital status, an inheritance, a change in primary residence or the sale of a business or farm.

We provide strategic financial advice to individuals, families and businesses. 

Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee benefit programs, and human resources solutions.

I am a Certified Financial Planner (CFP) Professional, Chartered Professional Accountant (CPA, CMA) that is IIROC and Life Licensed. 

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 tied for the second highest mark in the country when completing his final certification exam. 

As both a Certified Financial Planner with a specialization in estate planning and intergenerational wealth strategies, and a Certified Executor Advisor, Matthew is uniquely equipped to partner with families as they prepare for future estate transitions so as to assure that no details are overlooked and the process is as smooth and efficient as possible, minimizing risks of family conflict and liability. When the time comes that his clients pass away, Matthew is a qualified and experienced resource who partners with his clients' children and walks them through the estate settlement process. 

As one of the founding partners at Lighthouse Private Wealth, Matthew has built an industry leading team that ensures a top tier experience for the people and organizations that deal with him. 

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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 help individuals navigate a path through the challenges of Estate Administration, leveraging my personal experience as an Executor and practical experience in Tax preparation.