Riley is focused on helping clients meet their tax, investment, retirement and estate planning objectives. He is committed to creating long-term, personalized financial plans in addition to overseeing portfolio design.
Riley obtained a Bachelor of Commerce (Honours) degree from the Asper School of Business in 2009 and has subsequently completed his investment funds license, insurance license and Canadian Securities Course. Riley obtained his CERTIFIED FINANCIAL PLANNER® designation in 2018 and is actively pursuing both the Chartered Life Underwriter® (CLU) and Chartered Investment Manager® (CIM) designations.
In his free time, Riley enjoys golfing, Jets games, history and foreign policy.
B.Comm., CLU, CH.F.C., CFP®, R.F.P., TEP
When Terry joined Lawton Partners in 1991, he had already established a solid reputation in the financial services industry. Upon joining the firm, he put two decades of precedent-setting success and leadership within the personal and corporate insurance industry to practice, supporting the financial goals of his clients. He has continued to work alongside some of Winnipeg’s most talented chartered accountants, lawyers and specialists to create solid and innovative investment, retirement, estate and tax planning strategies for his clients.
Sandra joined Lawton Partners in 2001, with several years of experience in the financial service sector.
Her responsibilities focus on client file administration, implementation of financial strategies, executing and tracking account activity, preparing documents and providing support in scheduling client meetings.