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.

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.

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Somehow, none of this time and effort seems to translate into an advantage for our clients. Why?
Steve Lowrie

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.


Think about it: if you’re looking for the best way to manage your wealth or create reliable income in retirement, should you look to those who sell investment products? Doesn’t it make more sense to seek answers from the academic community, which doesn’t have a vested financial interest?

Steve Lowrie

Lowrie is financial advice made for your life

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Your short and long-term financial goals are closer than you think—all you
need is the right plan, and the right financial advisor.