Founder and President, Harvey started his career in the insurance industry in 1973 following in the footsteps of his father: Daniel Lawton. In a very short time Harvey made a name for himself, becoming both a valued advisor to hundreds of families and business throughout Alberta and became a leader and manager of dozens of insurance agents and financial planners. With operations in Edmonton, Calgary and Grande Prairie, Harvey helped to shape the careers of many of today’s most trusted advisors, while building a reputation as a knowledgeable, professional and dedicated partner to his clients.
After 20+ years as the manager of one of the largest insurance agencies in Canada, Harvey moved into full time development of the Financial Benefits Group. Using the skills and knowledge acquired over many years at the forefront of the insurance industry, he began to shape our organization into a leading advisory firm for individuals and small businesses.
Harvey has earned the following professional designations, and associations demonstrating his commitment to learning and to his clients:
- The Chartered Financial Planner (CFP)
- The Chartered Life Underwriter (CLU)
- The Chartered Financial Consultant (ChFC)
- Chartered Senior’s Consultant (CSA)
- Estate Planning Council (EPC)
- Advocis (The Financial Advisors Association of Canada)
He continues to attend most industry education seminars to keep current with changes to laws and products.
Harvey is married to Rose Anne, they have a daughter named Crystal and a son named Michael.
He is most proud of his son joining him in the business.