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.
A graduate of the University of Manitoba with a Bachelor of Arts in Economics, Jason holds the CERTIFIED FINANCIAL PLANNER® designation. He has also completed the Canadian Securities Course and is licensed with the Insurance Council of Manitoba.
Prior to joining Lawton Partners in 2014 Jason gained experience at a major Canadian Financial Institution advising clients in the areas of retail banking, investments and consumer lending.
Outside the office you can likely find Jason on the golf course, spending time with friends and family, or keeping up with of his favorite sports teams, which include the Patriots, Bombers and Jets, in no particular order.
Dwaine KingBA, CFP®, CLU, CH.F.C, TEP
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.
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 AndersonCFA, MBA
Stewart 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 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.