BA, CFP®, CLU
Jamie works with business owners and professionals to help simplify their financial lives. Typically, this involves finding ways to reorganize their planning to achieve tax-efficient solutions for their succession, retirement and estate planning challenges.
From a personal perspective, this includes focusing on areas such as total wealth accumulation, improved tax efficiency, dynamic withdrawals, cash flow planning and proper retirement planning. From a business perspective this also involves group benefits, group RRSP’s and the Moneyball project to help business owners make informed decisions in growing and transitioning their business.
Jamie is a member of Advocis and CALU. He is a past board member of the Canadian Association of Family Enterprise (Manitoba Chapter), a past member of the Million Dollar Round Table, a Dunstall Award winner and former President of TEDxWinnipeg. He holds a CERTIFIED FINANCIAL PLANNER® designation, a Chartered Life Underwriter (CLU) designation, and has a degree from Wilfrid Laurier University. He is currently a director for Partners in Giving Foundation Inc.
Recently Jamie completed two courses through the Family Enterprise Advisor (FEA) program:
- Business Boards and Family Councils
- Business Family Dynamics
Jamie and his wife Lisa have two children, and enjoy spending time outdoors as a family.
New clients by referral only.
Wayne TownsendBA, CFP®, CLU, CH.F.C., TEP
With over three decades of experience, Wayne specializes in helping clients make smarter decisions about their money. He works with a select group of experienced entrepreneurs and self-employed professionals in situations where he can add significant value towards achieving their most important financial goals.
As a trusted advisor and business entrepreneur, Wayne utilizes his considerable knowledge and expertise in developing strategies in four key areas: wealth enhancement, wealth transfer, wealth protection and charitable gifting.
Ryan BriteB.Comm. (Hons.), CFA, CBV
When Ryan joined Lawton Partners in 2014, he brought extensive business valuation and planning knowledge from his experience working at one of the largest consulting practices in Western Canada. He joined the firm because he wanted to extend his passion for helping clients grow and increase the value of their businesses to include their personal finances. He believes that successfully developing a financial plan involves aligning our client’s personal and corporate financial goals.
Barb is the direct source of contact for our clients and her warmth, friendliness and caring attitude makes her a key member of our team.
Tax and estate planning questions, tracking down missing information, banking arrangements, requests for withdrawals, and coordinating appointments are some of the many skills Barb brings to the team. She also acts as the director of research.
Barb joined Lawton Partners in 1999 after a 15-year career at a major insurance company, focusing on retirement planning and pension products. She is a proud qualifier of the CERTIFIED FINANCIAL PLANNER® designation and also holds her mutual funds and life insurance licenses.
Linda joined Lawton Partners in June 2014 as an assistant to Wayne and Jamie Townsend. Linda brings over 20 years of experience in office administration, accounts receivable and client services. Linda assists the team with client communication, presentation research and preparation, account administration and day-to-day functions.
Outside of work Linda spends her time keeping up with her young family’s activities, and participating in organized running events.