Jamie Townsend of Lawton Partners is rank 15 in Wealth Professional Canada's 2018 Top 50 Advisors
Lawton Partners
Lawton Partners Financial Planning Services
Winnipeg, MB
Being a financial advisor can sometimes be a thankless task, especially if the markets aren’t cooperating, but it can also be very rewarding. Just ask Winnipeg-based advisor Jamie Townsend, who relishes working on complex business transitions, which often include creating new shareholder agreements that are backstopped by proper insurance coverage, as well as formulating a business plan to help guide the new owners. “It’s the moment where all the planning comes to fruition,” he says, “when we help a business transition from one generation to the next, negotiating the buyout terms and assisting in financing arrangements.”
Lawton Partners Financial Planning Services
Winnipeg, MB
Being a financial advisor can sometimes be a thankless task, especially if the markets aren’t cooperating, but it can also be very rewarding. Just ask Winnipeg-based advisor Jamie Townsend, who relishes working on complex business transitions, which often include creating new shareholder agreements that are backstopped by proper insurance coverage, as well as formulating a business plan to help guide the new owners. “It’s the moment where all the planning comes to fruition,” he says, “when we help a business transition from one generation to the next, negotiating the buyout terms and assisting in financing arrangements.”
