Angela joined the Kirk team in 2016. With over 20 years of financial services industry knowledge and experience, she is a committed member of our team. Angela has a strong client focus and extensive experience with investments, insurance and group solutions. Angela demonstrates a commitment to a professional code of ethics and is a passionate advocate for industry education, professional development, and creating positive client relationships.
Angela has attained the CERTIFIED FINANCIAL PLANNER® designation, as well as the Certified Financial Planner® and Chartered Life Underwriter® designations. A lover of the arts, she enjoys spending time backcountry camping, travelling and getting outdoors. Her two adult children are a great source of joy to her, and she is a strong supporter of all their endeavors. Angela looks forward to using her knowledge and experience to help you.
B.A. (Hons.), CFP®, CIM®
James and his team have a passion for helping business owners and their families make smart choices with their money. James has worked in the financial services industry since 1998. He qualified as a Financial Planner in 2004, and joined Lawton Partners Wealth Management in 2015.
Sandy joined our team in June of
2020. She began her career in the financial services industry in 1993, and
brings valuable experience and energy with her. Along the way, Sandy obtained
her life insurance and mutual funds licenses. Sandy and Angela LeBrun
worked together in the past with great success. Providing timely and sterling
service to our clients, Sandy is a believer in holistic financial
Outside of work Sandy’s favourite people in
the world are her children and grandchildren. She loves gardening, and recently
qualified as a judge with the American Iris Society. Sandy is an avid reader,
and enjoys going to museums and taking road trips across Canada.