Laurie’s entire career has been focused on helping his clients to grow, preserve and enjoy their wealth. In fact, it was Laurie’s desire to work more closely with clients that led him to join Lawton Partners in 1997 as an associate adviser. He became a partner in 2002. In addition to his extensive background as a Chartered Accountant (CA), as well as a Chartered Life Underwriter (CLU), a Certified Financial Planner (CFP) and a Trust and Estate Practitioner (TEP), Laurie remains fully committed to understanding clients’ objectives, offering them advice tailored to meet their specific needs and help them build long-term value.
 
With over 30 years’ experience in providing tax planning and business advisory services to corporations, individuals, and trusts, Laurie continues to demonstrate a deep understanding of complex corporate structures and transactions. This knowledge and expertise allow him to work effectively with the firm’s advisory team in recommending and implementing investment, tax, business succession and estate planning strategies that contribute to his clients’ success.  
 
Away from the office, Laurie and his wife, Jill, have three children. The Baird’s enjoy cross-country and downhill skiing, as well as spending time at the family cottage. In addition, Laurie holds the rank of 2nd Dan in the martial art of Taekwondo.

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Kim Brears BA, CFP, CLU,

Kim has been in the financial services industry since 1991 and has been with Lawton Partners since 1997.  She began working with Laurie shortly thereafter.

In addition to being experienced in serving corporations, individuals, and trusts, Kim continues to further her education.  She holds the Certified Financial Planner (CFP) and Registered Health Underwriter (RHU) designations as well as a Chartered Life Underwriter (CLU) designation. She has also completed the Canadian Securities Investment Course and holds her mutual funds and life licenses.

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