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Think Smart Podcast – Advisor Series with Financial Advisor Steve Lowrie

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

Listen to the Advisor Series Podcast Now

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