Find a CEA

Whitby-based 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.

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. 

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.   

Digital Asset Specialist | Technology leadership

Offering services to organize, secure, and manage the critical data executors need in this 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