Riley Snell, Cfp, Clu Email & Phone Number

Business: (204) 944-3568 Email: rsnell@lawtonpartners.caDedicated to delivering unparalleled service and expert guidance, I am committed to transforming your financial aspirations into reality. With a background as a seasoned financial planner and management consultant, I offer holistic solutions tailored to address both your personal and business financial needs.My role extends beyond advising and implementing strategic measures to enhance the profitability of your investments. I specialize in optimizing income tax, crafting comprehensive retirement plans, and ensuring the long-term financial well-being of your family. Drawing on my extensive experience as a trusted business advisor, I also provide invaluable insights into critical life decisions such as debt management, financing, and budgeting.Having navigated clients through various life scenarios and crises, including significant events like a family loss, divorce, job transitions, or promotions, I am adept at creating bespoke financial plans. These plans outline key details such as your retirement age, the anticipated financial corpus upon retirement, the longevity of those funds, and the distribution plan posthumously.My credentials include the highest level of post-secondary education in the financial planning field, highlighted by the prestigious Certified Financial Planner (CFP) designation, complemented by numerous other industry accolades. Additionally, I hold a Bachelor of Commerce (Honours) Degree, ensuring a comprehensive and well-rounded knowledge base to benefit my clients.I invite you to share the challenges that may be causing concern and preventing restful nights. Let us engage in a conversation, whether through a phone call, an in-person meeting, or utilizing a preferred online platform such as Zoom, MS Teams, Google Chat, or WhatsApp. Together, we can identify strategies to address your unique financial situation.

• 

  Financial Planner

  Lawton Partners

  2014 - Present

  Conduct SWOT analyses to customize financial solutions for clients' personal and business portfolios, optimizing wealth.Perform comprehensive reviews, providing detailed strategies for investment, retirement, tax, and estate/inheritance planning.Offer unique consulting services for real-life decisions, including debt consolidation, leasing vs. financing, property choices, mortgages, lines of credit, cash management, and family budgeting.Guide clients through recovery strategies for life events like divorce, death, and loss of income.Conduct thorough research on bonds and mutual funds, tailoring investment advice to varying risk tolerances.Deliver personalized financial plans with visual presentations, illustrating portfolio growth and life-stage strategies.Continuously adapt plans to identify ongoing needs and align with clients' evolving life chapters.