B.Comm. (Hons.), CFP®, CLU, CHS®
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.
Lucas is a CERTIFIED FINANCIAL PLANNER®, a Chartered Life Underwriter (CLU), a Certified Health Insurance Specialist®, and holds a Bachelor of Commerce (Honours) degree from the Asper School of Business at the University of Manitoba. He has passed the Level 1 exam of the Chartered Financial Analyst program and holds both his life insurance and mutual funds licenses.
Lucas specializes in the design and creation of custom Excel spreadsheets and projections to illustrate complex financial planning strategies. He is also skillful in undertaking investment review meetings for both individual and corporate clients. In addition, Lucas provides insight and strategic planning for matters relating to life, critical illness, and disability insurance.
Outside of the office, Lucas enjoys an active lifestyle that includes biking, wakeboarding, downhill skiing, and is a second-degree black belt in the martial art of Taekwondo. Lucas is also an avid automotive enthusiast.
Laurie BairdCA, 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.
Cindy brings 15 years of Public Accounting Firm tax experience with her to assist with the team’s goal of building client wealth. She has detailed knowledge of corporate tax both from work experience and teaching courses through the CPA continuing education program. Courses include the In-Depth program, tax for controllers & corporate restructuring courses. Cindy is excited to apply her skills to help ensure clients are in the best position to be successful with their financial goals.
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.