Elden Wittmier

CLU, CFP®, R.F.P., TEP, CH.F.C.

204-944-3505 | ewittmier@lawtonpartners.ca | profile

People matter. This philosophy has guided Elden in both his life and his work at Lawton Partners since he joined the firm in 1978. Although many of his clients have been with him over two decades, Elden never takes their business for granted; instead he works diligently to ensure that each person who has placed their trust in him is well positioned to achieve success. He has further earned his clients’ respect by providing a consistent and honest approach to capital accumulation, retirement planning, estate conservation and intergenerational wealth transfer.

To help clients make well-informed decisions, Elden relies on his experience and knowledge of the latest technologies and strategies. His expertise stems from his varied designations and associations which include:

 

Designations

  • Chartered Life Underwriter (CLU)
  • CERTIFIED FINANCIAL PLANNER®(CFP®)
  • Chartered Financial Consultant (CH.F.C)
  • Society of Trusts & Estate Practitioners (TEP)
  • Registered Financial Planner (RFP)

 

Associations

  • Canadian Institute of Financial Planning
  • Advocis
  • Society of Trust and Estate Practitioners (STEP)
  • Financial Planning Standards Council (FPSC)

 

One of Elden’s enduring passions has been his community work through the Rotary Club, which he joined in 1984 and has since been recognized for his exceptional local and international contributions. In particular, he has assisted individuals and corporations to establish foundations supporting Manitoba hospitals and universities, in addition to helping found an international youth camp program fostering global peace and understanding. Elden and his wife Diane have two adult children. During his downtime he enjoys fishing, golfing, downhill skiing and working on handyman projects at the cottage.

Team

Rowland Forster

BSc, MNRM, CFP®, CLU

Rowland joined Lawton Partners in 2004 after spending five years as an independent investment advisor with a leading financial planning firm. Rowland has a Master’s degree from the University of Manitoba with an extensive background in science and economics. He also holds the CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwriter (CLU) designation, and has taken several tax courses, specializing in individual and corporate tax planning issues. This combination of graduate-level university studies and financial planning credentials equips Rowland with the skills required to help clients meet their financial goals.

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Carol Belton

CEA

Carol joined the team in September of 2010 with over 15 years of executive and office management experience in the financial industry.

Carol’s diversified experiences and dedication to our clients is exemplified in all aspects of her work. Her token phrase is, “What can I do for you?”. Carol works closely with Elden, developing and implementing all aspects of client financial plans along with keeping the team focused and organized.

Carol holds her mutual fund and Life Licenses, her Investment Funds Operations course, and has recently obtained her Certified Executor Advisor (CEA) designation.

Eileen Tran

Eileen joined Lawton Partners in 2012 bringing with her several years of experience in the financial services sector. Her knowledge of the industry and strong organizational skills are a huge asset to the team, and she plays a crucial role in assisting Rowland and helping him build and maintain strong client relationships.

Eileen’s role encompasses scheduling and preparing for client meetings. She also processes and follows up on financial transactions and meetings. Eileen takes great pride in her ability to provide outstanding client service and in helping our clients to achieve their financial goals.

Eileen holds her mutual funds license.

contact us today

204.944.1144

1.888.944.1144 | info@lawtonpartners.ca

10th Floor – 305 Broadway | Winnipeg, Manitoba | R3C 3J7

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