ABOUT SWEATMAN INSURANCE & RETIREMENT SERVICES

Sweatman Insurance & Retirement Services is an independent, full-service financial planning office.   We help our clients care for what they care about.  We help our clients accomplish their goals using a process that helps business owners and their families protect themselves today, and transition their wealth to the next generation.  

 

Our Team 

James Kirk, B.A. (Hons), CFP®

Professional Experience

James has worked in the financial services industry since 1998. James has built his practice around business owners and their families.

James has worked in partnership with Wynn Sweatman since 2004. Since then he has further developed his passion for helping business owners and their families make smart choices with their money.

James, Wynn and their team joined Lawton Partners in 2015.

Education

James is a Certified Financial Planner®(CFP®), so you can be confident that he provides expert and professional financial planning services. To earn the CFP® designation, James had to complete an approved educational program, pass rigorous examinations and meet stringent experience requirements.  James also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

In addition to an Honours degree from the University of Manitoba, James has also completed the Level II Life Insurance Licensing Program and the Canadian Securities Course.  James has commented on CBC National Television and in the Winnipeg Free Press. 

Personal Information

James is Chair of the board of Opportunity Partners Ltd, a for-profit subsidiary of ImagineAbility Inc.  ImagineAbility is a not-for-profit organization that employs +200 individuals with intellectual disabilities.  He is a past board chair of ImagineAbility. 

James is also a Director of the St. George’s Church Memorial Fund, and a past Director of Advocis, the Financial Advisors Association of Canada.

Outside of work and volunteer commitments, James enjoys spending time with his wife Rebecca and three young children. 

 

Wynn Sweatman, CLU, CFP®, CH.F.C.

Professional Experience

Wynn has been a trusted financial advisor since 1974. He has earned a national reputation for his expertise in life insurance solutions for families and private businesses. He has focused on wealth creation and estate preservation by eliminating debt obligations and minimizing tax liabilities.

Education

Wynn is a Certified Financial Planner®(CFP®), so you can be confident that he provides expert and professional financial planning services. To earn the CFP® designation, Wynn had to complete an approved educational program, pass rigorous examinations and meet stringent experience requirements. Wynn also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

Wynn has also completed the Chartered Life Underwriters course to earn his CLU designation, as well as the Certified Financial Consultants Course and Canadian Securities Course.

Personal Information

Wynn has a long history of service on various community boards and committees including; The Royal Manitoba Theater Centre, Balmoral Hall School, The University of Manitoba Development Committee, and The Misericordia Health Centre Foundation. He is currently a board member for Specialized Services for Children & Youth (SCCY).

Outside of work and volunteer commitments, Wynn and his wife Teddi have been married for over 40 years and have 5 children. He is happy to have 5 grandchildren and is looking forward to more.


Avis L’Esperance

Wynn and James provide insurance products and services to their clients through Sweatman Insurance & Retirement Services. Avis joined Sweatman Insurance & Retirement Services in September 1989 bringing with her over 10 years of experience in all aspects of life insurance products and services. Her experience allows Wynn and James to help their clients focus on what is important to them and their families.

Avis works closely with Wynn and James in developing and implementing individual insurance programs for our clients. Avis’ role encompasses preparing for client meetings, processing, following up on all aspects of the insurance division and managing the daily operations and administrative duties. Her extensive knowledge and experience continues to be an important asset to our practice.

Avis holds her Life Licence.

Motto: You only fail if you quit.

 

Angela LeBrun, CFP® 

Angela joined James and Wynn in 2016 and brings with her over 15 years of knowledge in many aspects of the insurance and financial industry.  Angela attained her CERTIFIED FINANCIAL PLANNER® designation in early 2016.  A committed member of our team, Angela adheres to a professional code of ethics.  With extensive investment and insurance exposure in the personal and group insurance arenas, she is a strong advocate for industry education, development, and strong client relationships.  She loves art, music, baking, and running and enjoys being the biggest fan of her two teenage children and their endeavors.  Angela continues her education and looks forward to using that education to help you.

 

Our Other Professional Resources

Because your financial situation might be complex, Wynn and James often work with other professionals and suppliers to design and implement the strategies that will help you achieve your goals. The network of professionals that Wynn and James work with includes:

· Estate & Trust Lawyers
· Chartered Accountants
· General Insurance Specialists
· Commercial Lenders and Mortgage Brokers

 

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