Lucy joined Lawton Partners in September 2007 and brings over 25 years of experience to the King team. She is a Certified Financial Planner® and has a Trust and Estates designation (TEP).
As a previous bank and financial manager, she is dedicated to client service and has in-depth knowledge of administration, lending, investing, and financial planning. Lucy acts as a service liaison between a client’s investment portfolio with planned objectives, and their accounting and legal professionals assisting in client account management.
Lucy has her insurance and mutual fund licenses, Canadian Securities Investment certificate, and Officers’ Partners’ and Directors’ course. She also has a Masters Certificate in Project Management.
Being a strong supporter of the community she is the Co-Chair of the Rotary Career Symposium. Lucy has also served on the Board of Directors and Audit committee of the Teachers Retirement Allowance Fund (TRAF).