Greg Gillis

B.Comm. H., CFA, FCIA, FSA

204-944-3507 | ggillis@lawtonpartners.ca | profile

Greg believes that connecting with clients on multiple levels is the cornerstone of being a dependable advisor. He knows that complex financial decisions involve not only wealth management, but must also consider emotional and uniquely personal goals and aspirations.

Trust is a necessary ingredient for lasting relationships. Greg earns that trust by demonstrating a commitment to putting the needs of clients first. He ensures they understand both the process and products that will help to attain immediate and long-term financial goals.

Greg is a CFA Charterholder, as well as a qualified pension actuary. This rare combination makes him uniquely suited to develop investment strategies and provide financial guidance in a world of risk and uncertainty.

Greg assists clients in all of Lawton Partners’ areas of expertise including retirement planning, savings and investment strategies, financial education and risk management, as well as tax and estate planning. Business clients also benefit from his unparalleled pension expertise, where he helps assess suitability and manages individual pension plans for professionals, executives, and company owners.

Many life choices directly affect finances. Greg’s actuarial and investment expertise helps his clients identify the impact of their choices, exploring with them the alternatives available to make the best decisions possible.

Prior to joining Lawton Partners in 2004, Greg was a vice president with a global actuarial and benefits consulting firm, where he provided pension, actuarial, and investment services to individuals as well as businesses and organizations of all sizes.

As a lifelong Winnipegger, Greg is committed to the economic and cultural success of the city. Over the years, he has served in various roles with the United Way, CNIB, and on a number of pension and investment committees of Winnipeg-based organizations. Greg and his wife, Margaret, are raising two active daughters. As a family, they enjoy travelling and spending time at the lake. Greg also finds time to pursue hobbies including woodworking, sailing, and ultimate frisbee.

 

Education

  • Canadian Insurance Course
  • Canadian Securities Course
  • Chartered Financial Analyst (CFA)
  • Fellow, Canadian Institute of Actuaries (FCIA)
  • Fellow, Society of Actuaries (FSA)
  • Bachelor of Commerce (Honours)

 

Professional memberships

  • Advocis
  • CFA Institute
  • Winnipeg Society of Financial Analysts
  • Canadian Institute of Actuaries
  • Society of Actuaries

Team

Justin Wilson

Justin joined Lawton Partners in 2016 after holding multiple roles in banking and brokerage services with one of Canada’s largest financial institutions. Justin assists Greg in the preparation of financial plans, reviews of investment performance, and actuarial plan administration.

Justin is a graduate of the Asper School of Business (Honours) program and holds both mutual fund and insurance licences. He is currently pursuing his designation as a Certified Financial Planner. In his spare time, Justin coaches youth basketball and has love-hate relationship with home baking.

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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