Leah Inglis

CPA, CBV, CFP®

204-944-3562 | linglis@lawtonpartners.ca | profile

Leah joined Lawton Partners with extensive experience in business valuations, accounting, mergers and acquisitions, and financial modelling from her previous role at one of the largest consulting practices in Canada and Singapore. This experience gave her an excellent foundation for helping clients grow and increase the value of their businesses and personal finances.

Leah holds her Chartered Professional Accountant (CPA) designation, Chartered Business Valuator (CBV) designation, and Certified Financial Planner (CFP®) designation. She earned her Bachelor of Commerce (Honours) degree, majoring in finance and accounting at the University of Manitoba.

Outside of work, Leah enjoys travelling and staying active with golf and tennis. She also loves spending time at the cabin in the summer.

Team

Cameron Inglis

B.Comm. (Hons), CFP®, CIM, R.F.P., CLU

Before joining Lawton Partners in 1996, Cameron practiced with another financial planning firm and as a senior investment analyst with a major financial services company. This experience gave him an excellent foundation for working with clients, especially in helping them to clearly define and achieve their life and financial goals.

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Kelly Black

BA, CFP®, FDS

Kelly has been working with Cameron Inglis since 1994, and made the move with him to Lawton Partners in 1996. Kelly’s professional relationship with Cameron is based on mutual respect. Her duties include preparation of client files for reviews, taking client calls and special projects. Since obtaining her CERTIFIED FINANCIAL PLANNER® designation in 2002, Kelly has been able to contribute even more to their clients.

Jeff Ramos

B. Comm., QAFPTM

Jeffrey joined Lawton Partners in July of 2014 with over 20 years of experience in the financial services industry. He is knowledgeable in investment products, securities, mutual funds and insurance products. His experience as a Securities Trader with one of the largest full-service investment banks in North America for over 10 years is an asset to the team. He has gained strong analytical and problem solving skills through all of his work experience in client services, administrative and back office support.

Jeffrey’s extensive knowledge assists with management of client accounts and maintaining strong client relationships.

Jeffrey has a Bachelor of Science Degree in Commerce, with a major in Accounting. He holds his life insurance and mutual funds licenses, and is currently working towards his CERTIFIED FINANCIAL PLANNER® designation.

contact us today

204.944.1144

1.888.944.1144 | info@lawtonpartners.ca

10th Floor – 305 Broadway | Winnipeg, Manitoba | R3C 3J7

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