Recently, I sat down with Rob McClelland to join an episode of the Think Smart with TMFG podcast. Rob is with McClelland Financial Group of Assante Capital Management.
We had a great conversation and I had the opportunity to describe my core business values and strategies on investing including:
- how I got started in the industry
- my focus on maintaining a concentrated practice of clients, most of whom are business owners
- balancing business and personal financial advising needs
- challenges of financial planning for businesses
- portfolio management and my investment philosophy
- factor based and enhanced index investing
- income tax strategies
- investment income and capital gains deferral
- pre-funding RSPs and RESPs
- cryptocurrencies and blockchain technology
- Robo-Advisors
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Steve Lowrie is a Portfolio Manager with Aligned Capital Partners Inc. (“ACPI”). The opinions expressed are those of the author and not necessarily those of ACPI. This material is provided for general information, and the opinions expressed and information provided herein are subject to change without notice. Every effort has been made to compile this material from reliable sources; however, no warranty can be made as to its accuracy or completeness. Before acting on the information presented, please seek professional financial advice based on your personal circumstances. ACPI is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through ACPI or Lowrie Investments, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Lowrie Investments and are covered by the CIPF.
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