B.Comm. (Hons), CFP®, CIM, R.F.P., CLU
Before joining Lawton Partners in 1996, Cameron practiced with another financial planning firm and as a senior investment analyst with a major financial services company. This experience gave him an excellent foundation for working with clients, especially in helping them to clearly define and achieve their life and financial goals.
Cameron is a CERTIFIED FINANCIAL PLANNER®, Certified Investment Manager (CIM), Registered Financial Planner (R.F.P.), and a Chartered Life Underwriter (CLU).
Cameron applies his wealth of expertise to developing unique and innovative investment, tax and estate-planning strategies that are comfortably suited to the needs of his clients. Through the years, his practice has been built on a solid commitment to families seeking out practical, cost-effective strategies for wealth transfer and succession to the next generation.
Family is very important to Cameron and his wife Sally. They have four children, Sara, Leah, Loch and Lindsay, as well as a few pets. In his spare time, Cameron enjoys skiing, reading, and cribbage, as well as getting away to the cottage.
Leah InglisCPA, CBV, CFP®
Leah holds her Chartered Professional Accountant (CPA) designation, Chartered Business Valuator (CBV) designation, and Certified Financial Planner (CFP®) designation. She earned her Bachelor of Commerce (Honours) degree, majoring in finance and accounting at the University of Manitoba.
BA, CFP®, FDS
Kelly has been working with Cameron Inglis since 1994, and made the move with him to Lawton Partners in 1996. Kelly’s professional relationship with Cameron is based on mutual respect. Her duties include preparation of client files for reviews, taking client calls and special projects. Since obtaining her CERTIFIED FINANCIAL PLANNER® designation in 2002, Kelly has been able to contribute even more to their clients.
B. Comm., QAFPTM
Jeffrey joined Lawton Partners in July of 2014 with over 20 years of experience in the financial services industry. He is knowledgeable in investment products, securities, mutual funds and insurance products. His experience as a Securities Trader with one of the largest full-service investment banks in North America for over 10 years is an asset to the team. He has gained strong analytical and problem solving skills through all of his work experience in client services, administrative and back office support.
Jeffrey’s extensive knowledge assists with management of client accounts and maintaining strong client relationships.
Jeffrey has a Bachelor of Science Degree in Commerce, with a major in Accounting. He holds his life insurance and mutual funds licenses, and is currently working towards his CERTIFIED FINANCIAL PLANNER® designation.