Doug Lawson Cpa, Cma
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Doug Lawson Cpa, Cma Email & Phone Number

Financial Advice your way, for the life you have and the one you want, IPC Investment Corporation at Investment Planning Counsel
Location: Greater Toronto Area, Canada, Canada 5 work roles 2 schools
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Current company
Investment Planning Counsel
Role
Financial Advice your way, for the life you have and the one you want, IPC Investment Corporation
Location
Greater Toronto Area, Canada, Canada
Company size
1047 employees

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Doug Lawson Cpa, Cma is listed as Financial Advice your way, for the life you have and the one you want, IPC Investment Corporation at Investment Planning Counsel, a company with 1047 employees, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Doug Lawson Cpa, Cma.

Doug Lawson Cpa, Cma previously worked as Financial Advisor at Investment Planning Counsel and Financial Advisor - IPC Investment Corporation at Ipc Investment Corporation. Doug Lawson Cpa, Cma holds Cpa, Cma Designation, Management Accounting from Society Of Management Accountants - Cpa, Cma.

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Investment Planning Counsel

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Profile bio

About Doug Lawson Cpa, Cma

You want to retire. But there are those nagging questions: "am I ready, will I have enough, will I outlive my money, what are my risks"​?? Here's how I'll help you find the answers:Listen, ask questions, analyze, recommend, listen, implement, follow up, repeat.The role of your capital is to work for you, when you chose not to.Call me, let's have a "virtual" coffee.BackgroundCPA, CMA Accounting designationI spent many years in the accounting field I know what issues are at hand for small business owners.By combining my technical and accounting experience with Matheis Financial Groups insurance and group benefits knowledge I offer clients a full suite of top tier wealth management and retirement planning services. Note: Insurance products available through Doug LawsonYour Financial Plan is Worth More Than The Sum of its Parts

Listed skills include Investments, Wealth Management, Retirement Planning, Life Insurance And Living Benefits, and 13 others.

Current workplace

Doug Lawson Cpa, Cma's current company

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Investment Planning Counsel
Investment Planning Counsel
Financial Advice your way, for the life you have and the one you want, IPC Investment Corporation
mississauga, ontario, canada
Website
ipcc.ca
Employees
1047
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5 roles · 49 years

Doug Lawson Cpa, Cma work experience

A career timeline built from the work history available for this profile.

Financial Advisor - Ipc Investment Corporation

Current
Ipc Investment Corporation

Matheis Financial Group Pickering & Oakville, Ontario

Life Insurance - provided by Doug LawsonI Listen, Ask questions, Analyze, Recommend, Implement, Follow-up, Repeat

Aug 2012 - Present

Financial Advisor

Wealth Advisory Services

Toronto, Ontario

Contract work with an Ontario Labour Sponsored Investment FundSpecial projectsDeveloping my own client practice

Jan 1995 - Aug 2012

Corporate Services / Finance / Accounting / Systems Development / Compliance

Equion Securities Canada

Toronto, Canada Area

Participated and experienced the growth and development of mutual funds as a preferred investment and in the growth of personal financial planning. Equion was a front runner and innovator moving from a supplier of specialty investments evolving to offering broad based wealth planning, embracing mutual funds and diversified portfolio investing.

1985 - 1994 ~9 yrs

Accountant – Regulatory Accounting

Consumers Gas

This was my first position out of Ryerson. I worked in several different parts of the company with many great managers who mentored, taught and rounded out my academic knowledge. I settled in the Regulatory Accounting area. During my time at Consumers I completed my Certified Management Accounting designation (CMA) in 1982.

1977 - 1985 ~8 yrs
Team & coworkers

Colleagues at Investment Planning Counsel

Other employees you can reach at ipcc.ca. View company contacts for 1047 employees →

MB Marie-Josee Baril Marie-Josee Baril Colleague at Investment Planning CounselMontreal, Quebec, Canada, Canada View → LG Lesley-Ann Gonsalves Lesley-Ann Gonsalves Colleague at Investment Planning CounselMississauga, Ontario, Canada, Canada View → TM Thomas Mills Thomas Mills Colleague at Investment Planning CounselGreater Ottawa Metropolitan Area, Canada View → TM Tristan Mabb Tristan Mabb Colleague at Investment Planning CounselWalkerton, Ontario, Canada, Canada View → TR Tim Ross Tim Ross Colleague at Investment Planning CounselCanada, Canada View → DR Dianna R. Dianna R. Colleague at Investment Planning CounselBrampton, Ontario, Canada, Canada View → DM David Martel David Martel Colleague at Investment Planning CounselCanada, Canada View → WR Warren Rody Warren Rody Colleague at Investment Planning CounselCalgary, Alberta, Canada, Canada View → PM Pat Magliaro Cfp®, Ris - Ipc Investment Corp. / Magliaro Financial Planning Pat Magliaro Cfp®, Ris - Ipc Investment Corp. / Magliaro Financial Planning Colleague at Investment Planning CounselLondon, Ontario, Canada, Canada View → MB Michael Bradley Michael Bradley Colleague at Investment Planning CounselMilton, Ontario, Canada, Canada View →
2 education records

Doug Lawson Cpa, Cma education

Cpa, Cma Designation, Management Accounting

Society Of Management Accountants - Cpa, Cma
FAQ

Frequently asked questions about Doug Lawson Cpa, Cma

Quick answers generated from the profile data available on this page.

What company does Doug Lawson Cpa, Cma work for?

Doug Lawson Cpa, Cma works for Investment Planning Counsel.

What is Doug Lawson Cpa, Cma's role at Investment Planning Counsel?

Doug Lawson Cpa, Cma is listed as Financial Advice your way, for the life you have and the one you want, IPC Investment Corporation at Investment Planning Counsel.

Where is Doug Lawson Cpa, Cma based?

Doug Lawson Cpa, Cma is based in Greater Toronto Area, Canada, Canada while working with Investment Planning Counsel.

What companies has Doug Lawson Cpa, Cma worked for?

Doug Lawson Cpa, Cma has worked for Investment Planning Counsel, Ipc Investment Corporation, Wealth Advisory Services, Equion Securities Canada, and Consumers Gas.

Who are Doug Lawson Cpa, Cma's colleagues at Investment Planning Counsel?

Doug Lawson Cpa, Cma's colleagues at Investment Planning Counsel include Marie-Josee Baril, Lesley-Ann Gonsalves, Thomas Mills, Tristan Mabb, and Tim Ross.

How can I contact Doug Lawson Cpa, Cma?

You can use AeroLeads to view verified contact signals for Doug Lawson Cpa, Cma at Investment Planning Counsel, including work email, phone, and LinkedIn data when available.

What schools did Doug Lawson Cpa, Cma attend?

Doug Lawson Cpa, Cma holds Cpa, Cma Designation, Management Accounting from Society Of Management Accountants - Cpa, Cma.

What skills is Doug Lawson Cpa, Cma known for?

Doug Lawson Cpa, Cma is listed with skills including Investments, Wealth Management, Retirement Planning, Life Insurance And Living Benefits, Critical Illness Insurance, Small Business And Personal Finace Integration, Mutual Funds, and Budgets.

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