Having been in the financial planning industry for over three decades, each of those years spent at Lawton Partners, Susan continues to find it deeply rewarding to develop and implement plans that reflect each client’s unique objectives. A specialist in retirement and estate planning, tax planning, cash-flow planning and comprehensive financial planning, Susan’s genuine interest in meeting the needs of her clients and her desire to bring understanding to every situation has led her to several professional achievements. In addition to being a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (CH.F.C.), she is both a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Planner – and was among the first female advisors in Canada to receive the latter designation.
Susan applies this expertise to ensuring that her clients are provided with personalized service, trustworthy advice, ease of understanding and a level of confidence that allows them to make sound decisions in both good times and bad.
B.Sc., B.Comm. (Hons.), CPA
Prior to joining Lawton Partners in 2016, Travis worked with a public accounting firm for four years while obtaining his Chartered Professional Accounting (CPA) designation. While working at an accounting firm, Travis realized the part of his job that he enjoyed most was helping clients. He recognized that the skills he had learned, such as accounting and tax, could be applied to help clients reach their financial objectives.
Bev joined Lawton Partners in 1998 and has over 25 years of experience in the financial planning industry. Bev works closely with Susan Stobart and together they enjoy working with a dedication towards building strong client relationships.
In addition to a Bachelor of Arts (BA), Bev holds a mutual funds license, life insurance license and a CERTIFIED FINANCIAL PLANNER® designation. She is committed to continually updating her skills and abilities and enjoys the variety and challenges of the financial industry. Bev is a board member of the Providence University College in Otterburne, Manitoba where she is an alumna.