Angela joined James and Wynn in 2016. With 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 attained her Certified Financial Planner® and Chartered Life Underwriter® designations and is currently working on her Certified Investment Manager® designation. A lover of the arts, she enjoys spending time with friends in her running community and baking with family. 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 has a passion for helping business owners and their families make smart choices with their money. He has worked in the financial services industry since 1998, and with Wynn Sweatman since 2004. James, Wynn and their team moved to Lawton Partners in 2015.
Wynn has been a trusted financial advisor since 1974. He has earned a national reputation for his expertise in life insurance solutions for families and private businesses. His main focus is on wealth creation and estate preservation by eliminating debt obligations and minimizing tax liabilities.
Sandy is the newest member of our team, joining us in June of
2020. She began working in the financial
services industry in 1993, and brings valuable experience and energy with her. Along the way, she 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 planning.
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. She is an avid reader, and enjoys
going to museums and taking road trips across Canada.