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; they must also consider emotional and uniquely personal goals and aspirations.
 
Trust is a necessary ingredient for lasting relationships.  Greg earns that trust by demonstrating a commitment to putting the needs of clients first.  He ensures they understand both the process and products that will help to attain immediate and long-term financial goals.
 
Greg is a CFA Charterholder as well as a qualified pension actuary.  This rare combination makes him uniquely suited to develop investment strategies and provide financial guidance in a world of risk and uncertainty.
 
Greg assists clients in all of Lawton Partners’ areas of expertise including retirement planning, savings and investment strategies, financial education and risk management, as well as tax and estate planning.  Business clients also benefit from his unparalleled pension expertise, where he helps assess suitability and manages individual pension plans for professionals, executives, and company owners.
 
Many life choices directly affect finances.  Greg’s actuarial and investment expertise help his clients identify the impact of their choices, exploring with them the alternatives available to make the best decisions possible.
 
Prior to joining Lawton Partners in 2004, Greg was a vice president with a global actuarial and benefits consulting firm, where he provided pension, actuarial, and investment services to individuals as well as businesses and organizations of all sizes.
 
As a life-long Winnipegger, Greg is committed to the economic and cultural success of the city.  Over the years, he has served in various roles with the United Way and with CNIB, where he currently serves on its national investment committee.  He is also a trustee of the University of Winnipeg Pension Plan.  Greg and his wife, Margaret, are raising two active daughters.  That he finds time to also pursue hobbies including woodworking, sailing, running and Ultimate Frisbee is evidence of his remarkable energy and stamina.
 
Education
•  Canadian Insurance Course,
•  Canadian Securities Course
•  Chartered Financial Analyst (CFA)
•  Fellow, Canadian Institute of Actuaries (FCIA)
•  Fellow, Society of Actuaries (FSA)
•  Bachelor of Commerce (Honours)
 
Professional Memberships
•  Advocis
•  CFA Institute
•  Winnipeg Society of Financial Analysts
•  Canadian Institute of Actuaries
•  Society of Actuaries

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Samantha Dakin

Samantha joined Lawton Partners as Greg Gillis’ assistant in 2005 and has over ten years of experience in the financial services industry providing both client and advisor services.  Her current role encompasses the administration of Greg’s financial services practice as well as for Lawton Partners Pension & Actuarial Services Ltd.  Samantha’s strong organizational skills, attention to detail and outgoing nature are an invaluable asset in assisting Greg to provide exceptional service for his legal, actuarial and financial clients.

Samantha is dedicated to continuing education and has successfully completed The Life Insurance Course for Administrators, The Life License Qualification Program, The Canadian Investment Operations Course, and The Canadian Investment Funds Course.  She is Life Insurance and Mutual Funds licensed, and is currently working on  obtaining her Certified Financial Planner (CFP) designation

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