With over three decades of experience, Wayne specializes in helping clients make smarter decisions about their money.
 
He works with a select group of experienced entrepreneurs and self-employed professionals in situations where he can add significant value towards achieving their most important financial goals.
 
 As a trusted advisor and business entrepreneur, Wayne utilizes his considerable knowledge and expertise in developing strategies in four key areas: wealth enhancement, wealth transfer, wealth protection and charitable gifting.  
 
Wayne is also a noted public speaker to audiences across Canada. He has recently published his first white paper entitled “Intelligent Investing” designed to educate investors about the essential ingredients of wealthy, successful investors.
 
Background
Wayne’s credentials include:
·         CFP – Certified Financial Planner
·         CLU – Chartered Life Underwriter
·         CHFC – Chartered Financial Consultant
·         TEP – Society of Trust and Estate Practitioners
·         BA – University of Manitoba
 
Board Experience
Current
·         Lawton Partners Financial Planning Services Ltd.
·         Cardinal Capital Management
·         Value Partners Investments
·         Artis REIT, a Winnipeg based  real estate investment trust
 
Previously, Wayne has served as a director of numerous non-profit organizations including:
·         St. John’s Ravenscourt School
·         Misericordia Health Centre
·         Misericordia Health Centre Foundation
 

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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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