Jamie Townsend

BA, CFP®, CLU, FEA

204-944-3515 | jtownsend@lawtonpartners.ca

Jamie works with business owners and professionals to help simplify their financial lives. Typically, this involves finding ways to reorganize their planning to achieve tax-efficient solutions for their succession, retirement and estate planning challenges. Jamie and his team were recognized as one of the Top Elite Advisory Teams by Wealth Professional Magazine in 2024.

From a personal perspective, this includes focusing on areas such as total wealth accumulation, improved tax efficiency, dynamic withdrawals, cash flow planning and proper retirement planning. From a business perspective, this also involves group benefits, group RRSP’s and the Moneyball project to help business owners make informed decisions in growing and transitioning their business.

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Team