Jamie works closely with entrepreneurs and professionals who are serious about making smart decisions with their money. He coaches clients on implementing the principles of wealth creation and minimizing their exposure to tax.
 
By protecting clients financial confidence they can stay focused on what they are most passionate about and what they do best. Concentrating on these areas develops intelligent strategies which allow clients to leverage their efforts.
 
Jamie has spoken across the country on the principles of creating wealth and is the author of “Creating the High-Net-Worth Mind” Volume 1. Jamie is an avid sports enthusiast and along with his wife Lisa, has spent considerable time volunteering with the non-profit organization Compasio.
 
A member of Advocis and board member of the Canadian Association of Family Enterprise, Jamie holds a Certified Financial Planner (CFP) designation, a Chartered Life Underwriter (CLU) designation and a degree from the University of Wilfrid Laurier. He was also formerly a director for Partners in Giving Foundation Inc.

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Lauren Townsend

Lauren works closely with Jamie and Wayne to help clients make smart decisions with their money.  She focuses on the creation of client presentations, client communication and individualized research projects that concentrate on the principles of creating wealth.
 
Lauren holds a degree from the University of Manitoba, has both her mutual funds and insurance license, and is currently working on the completion of her Certified Financial Planning (CFP) designation.  Lauren maintains an active lifestyle whether spending time with family and friends, walking her dogs, showing her horse Samson in the dressage ring, skiing or practicing yoga.  Lauren is a member of the Canadian Association of Family Enterprise, the Asper School of Business’ Young Associates and Advocis (Financial Advisors Association of Canada).

Barb Modjeski CFP

Barb is the direct source of contact for helping clients solve their problems.  Tax and estate planning questions, tracking down missing information, banking arrangements, requests for withdrawals, coordinating appointments and director of research all encompass the many skills Barb brings to our team.

Barb joined Lawton Partners in 1999 after a 15 year career at a major insurance company, focusing on retirement planning and pension products.  She is a proud qualifier of the Certified Financial Planner degree (CFP) and also holds her mutual fund and life insurance licenses. 

Her warm, friendly and caring attitude makes Barb a key member of our team.

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