Kirk Chase
CFP®
204-944-1144 | kchase@lawtonpartners.ca
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.
Kirk earned his Bachelor of Commerce (Honours) degree, majoring in finance and accounting at the Asper School of Business. Kirk’s commitment is underscored by his attainment of the Certified Financial Planner (CFP®) designation, demonstrating his proficiency in comprehensive financial planning and wealth management strategies.
Kirk values quality time with his partner and two dogs, often enjoying peaceful moments at their cabin. He’s also an avid traveler, seizing opportunities to explore new destinations. To stay active, Kirk enjoys tennis and curling with friends.
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.
Justin Wilson
CFP®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.
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