Kylie is a Chartered Professional Accountant (CPA), a Chartered Accountant (CA) as well as a Chartered Business Valuator (CBV). She joined Lawton Partners in 2014, bringing 14 years of experience working with individuals and private corporations providing guidance and advice in accounting, tax, succession, and estate planning. Kylie takes a keen interest in her clients’ unique requirements and enjoys working with them to plan and achieve their financial goals.
Kylie and her husband, Jon, have two children. They are active in the community, with Kylie serving as the treasurer for their neighbourhood community centre. As a family, they enjoy spending time at the lake in the summer and skiing in the winter.
CPA, CMA, CFP®
Sean Lawton joined Lawton Partners in 2002. He is a Chartered Professional Accountant (CPA), Certified Management Accountant (CMA), and a CERTIFIED FINANCIAL PLANNER® (CFP®) and has been working in the financial services industry for over 20 years.
Jean joined Lawton Partners in 1996 and has over 25 years of experience in the financial services industry. This experience includes an extensive background in investment administration and planning, banking, and trust services.
Jean holds her mutual fund and life insurance licenses and has obtained the CERTIFIED FINANCIAL PLANNER® designation since joining Lawton Partners.
In addition to client support services, account administration, research, accounting, and assisting in the preparation of financial plans, Jean helped develop software to improve investment planning and client services.
After working in the not-for-profit sector of the industry, Andrea joined Lawton Partners in 2004, seeing it as a well-respected firm with values and priorities that she could easily share. Andrea enjoys working with Sean Lawton, assisting with the management of client accounts and maintaining strong client relationships.