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.

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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

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Lowrie is financial advice made for your life

Steve is making my plan work. I can go to bed at night and feel like someone has my back.

BM, Toronto, ON

Steve has been a steady hand through some difficult years. He has always provided a positive view and very clear communication in a timely manner. He is able to put complex concepts into clear language and makes us feel like a valuable client.

AD, Barrie, ON

Steve was the first financial advisor who allowed me to table my concerns and goals and really listened to what I needed. He then came back with recommendations we liked. He is very good at what he does and has always met our expectations.

KS, Thornill, ON

Steve is well informed and provides very logical investment advice and a program I can buy into. At times he has saved me from myself and I feel well taken care of.

AZ, Toronto, ON

Steve possesses a great talent for remaining clear, logical and objective in high-pressure situations when others become highly emotional. This is extremely important when dealing with individual investors like myself.

ED, Oakville, ON

Steve has a very cool head under pressure. Being calm in today’s rapidly paced, complex and chaotic world is a tremendous asset. He is focused and clear in his thinking and I can always count on him to deliver that when helping me work through my investment and financial affairs.

RB, Aurora, ON

Thanks for all of your help and great advice over the years. I am not sure what I would have done without you!

ME, Vancouver, BC

As a high-income earner and a frugal one at that, I had worked with financial advisors however, we always ended up on the wrong side of trying to pick the perfect stock or timing the market. In retrospect, the investment advice I was getting seemed to be more emotional based rather than on reaching my goals.

Toronto, ON

Altruistic passions mean something different for everyone. But we can all agree that smart philanthropy, built on enduring partnerships, is the most effective way to deliver hope to those who need it most. With Steve’s help, we were able to built a charitable foundation to make a positive and immediate impact in our local community and beyond. This is financial planning in a meaningful way and with a purpose.

CR, Thornbury, ON

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.