James Kirk

B.A. (Hons.), CFP®, CIM®

204-946-3541 | jkirk@lawtonpartners.ca | profile

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.

As a CERTIFIED FINANCIAL PLANNER® James provides expert and professional financial planning services. He adheres to a professional code of ethics and remains up to date on planning strategies, tax issues and financial trends. In addition to an Honours degree from the University of Manitoba, James has also completed the Certified Investment Management designation, and the Level II Life Insurance Licensing Program. James has commented on CBC National Television and in the Winnipeg Free Press.

James is currently President of the St. George’s Church Memorial Fund Inc, and a board member of The Royal Lake of the Woods Yacht Club. James is past Chair of the Board of both ImagineAbility and Opportunity Partners Ltd. ImagineAbility is a not-for-profit organization that in conjunction with Opportunity Partners employs over 200 individuals with intellectual disabilities. He is also a past Director of Advocis, the Financial Advisors Association of Canada.

James coached his children in minor hockey for several years. He enjoys spending time with his wife Rebecca and three children, particularly at their summer cottage near Kenora, Ontario.

Team

Angela LeBrun

CFP®, CLU®, CIM®

Angela joined the team in 2016. With 20 + years of financial services industry knowledge and experience, she is a committed member of our team.

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Sandy Proulx

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 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. Sandy is an avid reader, and enjoys going to museums and taking road trips across Canada.