Holistic Financial Planning Approach
Get the advice you need to achieve your short and long-term financial goals, whatever they might be.
Feel like you're not in control? We get it.
Financial advisors usually walk a very specific career path. We’re given conventional financial “wisdom” to follow and recommendations from the most respected investment firms in the world. The most passionate of us attain the Chartered Financial Analyst designation.
Somehow, this standard path doesn't lead to an advantage for clients. Why?
Because the primary focus of most big banks, brokerages and investment firms is on their bottom line—not yours.
Watching this play out time and time again led us to strike out on our own and create a different approach: a more holistic financial planning focus. A path that always points to the short and long-term financial goals of our clients.
Meet Steve Lowrie
BCom, Queen's University | Chartered Financial Analyst
After years of frustration, I began independent research and adopted an evidence-based, holistic financial planning approach. It’s based on decades of academic research by some of the leading minds in finance and economics. I’ve never looked back.
Beginning in 1995, I dedicated over 1,000 hours of rigorous study and more than the four required years of professional experience to earn the distinction of Chartered Financial Analyst®. All charter-holders are required to annually attest to the CFA Institute Code of Ethics and Standards of Professional Conduct.
Lowrie is financial advice made for your life
Let's work together
Your short and long-term financial goals are closer than you think—all you
need is the right plan, and the right financial advisor.