Recognized as one of Canada's Top Small & Medium Employers (2016)
By Richard Yerema and Kristina Leung, Mediacorp Canada Inc. staff editors (Mar 28, 2016)
Here are some of the reasons why Lawton Partners Financial Planning Services Limited was selected as one of Canada's Top Small & Medium Employers (2016):
- Lawton Partners Financial Planning Services Limited helps its employees plan for life after work through retirement planning assistance, matching RSP contributions and phased-in retirement work options
- Lawton Partners Financial Planning Services Limited encourages ongoing professional development through subsidies for professional accreditation, in-house career planning and tuition subsidies for courses related to employees' position
- Lawton Partners Financial Planning Services Limited helps employees balance their work and personal lives with flexible hours and telecommuting work options
Lawton Partners manages money and people with flair
The affluent are different on the Prairies, where Lawton Partners Financial Planning Services Limited, a leading independent wealth management firm, has been in business for 40 years in Manitoba and recently branched out into Saskatchewan. Their clients have quiet money and want understated but top notch care.
"Lawton Partners has an established reputation for its value investing strategies and also strong relationships with accountants and lawyers," says Dwaine King, one of a team of 10 partners. The others are Sean Lawton, Elden Wittmier, Wayne Townsend, Laurie Baird, Susan Stobart, Cameron Inglis, Terry Snell, Mark Mancini and Greg Gillis.
"Managing money is the easiest part of what we do," says Wayne Townsend. "The difficult part is helping people manage people. We have lived almost every experience our clients are going through, whether it's an HR issue or dealing with a bank. It's a huge advantage for us to be able to add real value to our clients."
Lawton Partners entered a period of rapid growth in 2015, adding new advisors and associates along with their teams to the organization. "The benefits of becoming larger more than make up for any growing pains," says Sandy Chahal, Director of Operations.
"Our key resources are our people," says Sean Lawton. "Lawton Partners prides itself on cultivating a great work environment combined with many opportunities for educational and professional growth."
More than 50 per cent of the staff have been with the company for more than 15 years. And Sharon the receptionist, who is famous among clients and couriers alike, is now in her third decade with Lawton Partners. She knows every client by name and treats them all like guests in her home.
Clients benefit from the diverse experiences and backgrounds of partners and staff. "Our firm includes business valuators, accountants and actuaries," says Laurie Baird. "This gives us the ability to be proactive and think beyond the questions clients might be asking. We are committed to understanding our clients' objectives and providing advice to meet their specific needs to help them grow, preserve and enjoy their wealth."
Administrative staff collaborate closely with their advisors and have the chance to interact regularly with clients. Lawton Partners recently set up a Client Services Committee made up of administrators. Its goal is to streamline processes and ensure everyone has the best tools possible to do their jobs.
As a financial planning services firm, it's not surprising that Lawton Partners helps its employees plan for life after work through retirement planning assistance, matching RRSP contributions and phased-in retirement work options. It provides subsidies for work-related courses as well as in-house career planning. Lawton Partners is committed to helping employees achieve work-life balance, by allowing flexible hours and telecommuting options.
Lawton Partners Charitable Giving Foundation, managed by in-house expert DeWayne Osborn, is a great way for clients and their families to support the causes they care about through their own private foundation, but without any of the administrative responsibilities. Lawton Partners also has a Firm Sponsorship program for children of staff participating in a high-level sports or arts competition.