B.A. (Hons.), CFP®
James has worked in the financial services industry since 1998 and has built his practice around business owners and their families. He has worked in partnership with Wynn Sweatman since 2004. Since then he has further developed his passion for helping business owners and their families make smart choices with their money. James, Wynn and their team joined Lawton Partners in 2015.
As a CERTIFIED FINANCIAL PLANNER® professional, James provides expert and professional financial planning services. He adheres to a professional code of ethics and remains aware of current planning strategies and financial trends.
In addition to an Honours degree from the University of Manitoba, James has also completed the Level II Life Insurance Licensing Program and the Canadian Securities Course. James has commented on CBC National Television and in the Winnipeg Free Press.
James is Chair of the Board of Opportunity Partners Ltd., a for-profit subsidiary of ImagineAbility Inc. ImagineAbility is a not-for-profit organization that employs over 200 individuals with intellectual disabilities. He is a past board chair of ImagineAbility. James is also a Director of the St. George’s Church Memorial Fund, and a past Director of Advocis, the Financial Advisors Association of Canada. Outside of work and volunteer commitments, James enjoys spending time with his wife Rebecca and three young children.
Wynn SweatmanCFP®, CLU, CH.F.C.
Wynn has been a trusted financial advisor since 1974. He has earned a national reputation for his expertise in life insurance solutions for families and private businesses. His main focus is on wealth creation and estate preservation by eliminating debt obligations and minimizing tax liabilities.
Since 1989, Avis has worked closely with Wynn and James who provide insurance products and services to their clients through Sweatman Insurance & Retirement Services. When she joined the team, Avis brought over 10 years of experience in all aspects of life insurance products and services. Her experience allows Wynn and James to help their clients focus on what is important to them and their families.
Avis assists in developing and implementing individual insurance programs for our clients. Avis’ role encompasses preparing for client meetings, processing and following up on all aspects of the insurance division, and managing the daily operations and administration duties. Avis holds her Life License and her extensive knowledge continues to be an important asset to our practice.
Angela joined James and Wynn in 2016. She brings with her 15 + years of knowledge in many aspects of the financial services industry. Angela has her Certified Financial Planner® designation. A committed member of our team, Angela adheres to a professional code of ethics. She has extensive experience with investments, insurance and group solutions. She is a strong advocate for industry education, professional development, and positive client relationships. She loves art, music, baking, and running. She is a big fan of her two teenage children and their endeavors. Angela continues to advance her education, and looks forward to using that knowledge to help you.