Leah joined Lawton Partners in 2021, bringing extensive business valuation, accounting, mergers and acquisitions, and financial modelling experience from her work at one of the largest consulting practices in Canada and Singapore. This experience gave her an excellent foundation for working with clients, especially in offering them advice tailored to meet their needs and helping them build long-term value. Leah joined the firm because she is passionate about helping people and wants to help clients achieve life and financial goals.
Leah holds her Chartered Professional Accountant (CPA) designation, Chartered Business Valuator (CBV) designation, and a Bachelor of Commerce (Honours) degree, majoring in finance and accounting.
Outside of work, Leah enjoys travelling and staying active with yoga, tennis, running and swimming. She also loves spending time at the cabin in the summer.
Cameron InglisB.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.
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.
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.