John’s three loves in life are family, work and volunteering. John is a Senior Wealth Advisor serving business and families in the lower mainland from his offices in Abbotsford and Surrey. He is a current member of Assante's Chairman's Council (2011-2017) and serves on their Regional Advisory Council. John has also been nominated for and awarded the Five Star Wealth Manager Award.
As a community volunteer he was instrumental in developing the Speakers' Bureau for the Canadian Cancer Society's Fraser Valley Region, for which he received the "Award of Excellence in Volunteer Leadership." Following that, he served on the Board of Directors for Big Brother Big Sisters of Fraser Valley for eight years, playing a key role in fund development and executive strategy, and currently sits on the Board of Directors and is Fund Development Chair for Surrey Cares, the Foundation of our Community. John, his wife Cara, and their two teenaged boys Rhys and Graydon live in Ocean Park.
Josh has a passion for working with families to help them achieve financial freedom as they navigate life's challenges. Josh takes joy in discovering his clients' true and unique financial goals based on their values. He has the ability to bring clarity and peace of mind to his clients' situation through effectively implementing a plan that will help them achieve these goals.
Josh is in his 8th year in the wealth management industry. Prior to joining our team, Josh worked with one of the chartered banks in both advising and management roles. Josh believes in continued learning in order to best serve his clients in the ever-changing environment we work in and as a result he is currently working towards his CFP designation.
For over 16 years Stacey has been an assistant to Senior Wealth Advisor John Lawson, and is a Certified Financial Planner professional herself. She is the Branch Manager for Assante Capital Management Ltd. in Abbotsford. Stacey sits on various regional and national committee's for Assante and is a director of Abbotsford Hospice Society.