Stewart Anderson

CFA, MBA

204-944-1144 | sanderson@lawtonpartners.ca

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.

Stewart never tires of his disciplined process to assess clients’ needs. He takes a genuine interest in developing and delivering the best solutions to achieve long-term financial goals. Stewart has maintained a connection to his agricultural roots by helping many family farm businesses and agri-businesses in the areas of succession planning and retirement strategies.

Outside of work, Stewart enjoys spending time with his children, Brooke and Quinton, often as a coach for minor league hockey, or sailing together at Lake of the Woods. Always active, Stewart plays squash, hockey, golf, and often skis.

Education & Professional Memberships

• Chartered Financial Analyst (CFA)
• Master of Business Administration (MBA)
• Agriculture Economics (B.Sc), University of Manitoba
• Member of Canadian Association of Management Consultants (CAC)
• Formal training in Asset Valuation and Strategic Planning

Team

Dwaine King

BA, 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.

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Jason King

BA, CFP®

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.

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