CA, CFP®, CLU, TEP, CEA
Laurie’s entire career has been focused on helping his clients to grow, preserve, and enjoy their wealth. In fact, it was Laurie’s desire to work more closely with clients that led him to join Lawton Partners in 1997 as an associate advisor, where shortly after he became a partner in 2002. In addition to his extensive background as a Chartered Accountant (CA), a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Life Underwriter (CLU), and a Trust and Estate Practitioner (TEP), Laurie remains fully committed to understanding clients’ objectives, offering them advice tailored to meet their specific needs and help them build long-term value.
With over 30 years’ experience in providing tax planning and business advisory services to corporations, individuals, and trusts, Laurie continues to demonstrate a thorough understanding of complex corporate structures and transactions. His knowledge and expertise allow him to work effectively with the firm’s advisory team in recommending and implementing investment, tax, business succession, and estate planning strategies that contribute to his clients’ success.
Laurie, his wife Jill, and their three children enjoy spending time together. The Bairds can be found skiing in the winter, or visiting the cottage in the summer. When Laurie isn’t at work or with his family, he is learning the art of Brazilian Jiu Jitsu or mastering Taekwondo where he currently holds the rank of 2nd Dan.
Lucas BairdB.Comm. (Hons.), CFP®
Lucas has worked with Laurie since October 2010 and is dedicated to helping clients achieve their financial goals and objectives. Mindful that his success depends on the success of their clients, Lucas practices with the highest standards of professionalism and integrity as part of his mission at Lawton Partners.
Janine joined Lawton Partners in 2014 bringing with her over 20 years of experience in the financial services sector. Her experience in compliance, branch audits, MFDA regulations and procedures is an asset to our team. Janine assists with the management of client accounts, maintaining strong client relationships, and executing and tracking client account activity.
Janine has completed the Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP), and holds her Mutual Funds and Life Insurance Licenses. She is also a member of the Independent Financial Brokers of Canada, the Canadian Institute of Certified Executive Advisors, and has obtained her Certified Executive Advisor designation.
Janine and her husband Bill enjoy spending time with their family, tropical winter vacations and golfing.
Karen’s professional relationship with Laurie dates back many years to a time when they both worked for a large national accounting firm. Over the years, Karen has provided accounting services to a number of Laurie’s clients, among a wide range of other personal and corporate accounts. She believes it is essential to provide accurate detailed information to help clients succeed in reaching their goals through improved planning and decision-making. In 2016, Karen joined Lawton Partners where she continues to assist Laurie and his clients with detailed transactional analysis while complying with tax and reporting requirements.
Karen is a member of the Chartered Professional Accountants association of Canada (CPA), having received her designation as a Certified General Accountant (CGA) in 1989. She successfully completed a Tax Efficient Retirement Planning course in 2012 and is looking forward to focusing her knowledge in the area of financial planning.
Karen is married with grown children. When not in the office, she enjoys gardening and spending time with family and friends at the lake.