Dwaine King
BA, CFP®, CLU, CH.F.C, TEP
204-944-1144 | king@lawtonpartners.ca
Dwaine works closely with his clients to develop personal investment plans, which are highly suited to their immediate and long-term needs, as well as their retirement and estate planning goals. He focuses on being a financial resource to high net worth families and privately held businesses. This involves the coordination of estate plans with executive benefits and personal investment plans. Dwaine’s experience has also provided him the expertise to advise professionals who are able to incorporate and benefit from new planning opportunities.
Dwaine’s clients benefit from his focus on developing lasting relationships. He has an extremely successful record in helping individuals and corporations plan for and protect their financial future. Dwaine joined Lawton Partners in 1986 and became a principal in 1987. He moved to Lawton Partners to further develop his skills so that he could offer his clientele a higher level of financial expertise, broader services and investment choices.
Dwaine is an active member in the volunteer community. He has served several terms on the Board and as Vice-Chair of the St. Boniface Hospital Research Foundation. In addition to his work, Dwaine is passionate about many things. These passions include his family, lead by his “bride” Leslie of over 35 years, their two children, his close friendships, his Irish wolfhounds, as well as vintage cars and fine art.
Education
- Trust and Estate Practitioner (TEP)
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (CH.F.C.)
- Canadian Securities Course
- Bachelor of Arts, (BA) University of Winnipeg
Professional Memberships
- Life Member of the Million Dollar Round Table
- Member of the Top of the Table
- Canadian Institute of Chartered Life Underwriters (CLU) and Chartered
- Financial Consultants (CH.F.C)
- Society of Trust and Estate Practitioners – Winnipeg Chapter
- Advocis (CAFP/CAIFA)
- A Member of the Canadian Association of Life Underwriters (CALU)
Team
Jason King
BA, CFP®Jason works closely with Dwaine King and their clients in the areas of estate, investment and retirement planning. He prides himself on developing long term relationships built on trust and exceptional client service.
Jessica Simeonidis
Jessica joined Lawton Partners in 2021 as an Associate to the King Team. She holds her Mutual Fund license and Life Insurance license and is currently working to acquire her Certified Executor Advisor designation. Her experience in financial services and maintaining strong client relationships is a valuable asset to the team.
Jessica’s role on the King Team is the implementation of financial and insurance strategies, management of client accounts, maintaining strong client relationships, and executing and tracking client account activity.
When out of the office, Jessica enjoys spending time with her 2 children and vacationing at the cottage in the summers.
Stewart Anderson
CFA, MBAStewart built his wealth management practice working closely with families as their business and personal financial advisor. He has a passion for finding solutions that bring clarity to clients’ businesses and personal lives. These solutions range from basic personal financial plans to complex estate and succession plans.
Bryan Hall
Bryan joined Lawton Partners in 2016, with extensive experience in customer service and accounting.
Bryan’s role is anticipating and responding to client’s needs. He takes pride in being a part of a wealth management team focused on providing comprehensive solutions for clients.
Bryan has completed the Investment Funds in Canada course and has obtained his Mutual Funds License. He also holds a Business Administration diploma from Red River College, and is working towards earning his CERTIFIED FINANCIAL PLANNER® designation and Life Insurance License. Bryan spends most of his free time with his wife, two kids, and their dog.
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