Justin Wilson
CFP®
204-944-1144 | jwilson@lawtonpartners.ca
Justin joined Greg Gillis’ team at Lawton Partners in 2016 after holding multiple roles in banking and investment brokerage services with one of Canada’s largest financial institutions. He is a CERTIFIED FINANCIAL PLANNER® (CFP) and holds a Bachelor of Commerce Honours degrees from the University of Manitoba’s Asper School of Business.
Over nearly a decade of discussing personal finance with families in all walks of life, Justin has built a passion for the profession of financial planning. He strongly believes in leading with advice and matching the proper investment and insurance strategies to each family according to their specific goals and needs. Justin regularly draws upon the vast knowledge of his colleagues at Lawton Partners and has worked alongside a wide range of professionals in the implementation of financial planning strategies.
Outside of the office, Justin coaches youth basketball and continues to play basketball as often as his creaking joints will allow it. He spends his spare time baking, completing home renovations, and is the reigning perogy eating champion of Canada’s National Ukrainian Festival.
Team
Greg Gillis
B.Comm. H., CFA, FCIA, FSA, CFP®Greg believes that connecting with clients on multiple levels is the cornerstone of being a dependable advisor. He knows that complex financial decisions involve not only wealth management, but must also consider emotional and uniquely personal goals and aspirations.
Kirk Chase
CFP®Prior to joining Lawton Partners, Kirk worked closely alongside his father in their wealth management practice. He offers personalized solutions across various areas, including investment management, retirement planning, tax optimization, estate planning, and risk management. Kirk’s approach is centered on building long-term relationships with his clients, guiding them through every stage of their financial journey with integrity, professionalism, and a commitment to their success.
Jessica Aplin
Jessica joined Lawton Partners in 2021. She brings 7 years of experience in the financial industry.
Jessica specializes in client service, booking review discussions for the Gillis and Forster team, assisting in meeting preparation, and tracking follow-up documentation.
Jessica holds her Mutual Funds License and her Life Insurance License.
In her spare time, Jessica enjoys working on home renovations and spending time at the lake.
For directions to our offices click here