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Twenty-Five Years of Being Me (and a new website)

While I’m somewhatnorth of 25 years old (by a couple of decades), 1993 is the year I count as my professional “birthday.”  Disregarding a brief and nasty stint as a cold-calling financial salesman, it’s the year I became a personal financial advisor.

It’s been a learning experience.  Along the way, I realized the primary focus of most big banks, brokerages and investment firms is on their bottom line – not yours.  As I observed in this 20-year anniversary post, most investors struggle mightily to maintain a balanced investment strategy.  Both internal and external forces continuously tempt them off-course in pursuit of hot trends or to dodge scary markets.

MY ROLE AS AN ADVISOR IS TO HELP MY CLIENTS MAINTAIN THEIR INVESTMENT BALANCE – NOT TO STICK OUT A PROFIT-MOTIVATED FOOT WHEN I SEE THEM WAVERING.

When I founded Lowrie Financial in 2009, it represented a major milestone in fulfilling this critical role. Establishing my independence from the Bay Street rat race freed me to serve my clients’ best financial interests with an evidence-based investment approach. To me, the approach seems obvious.  But I see so many signs that our industry still has so far to go.

This year marks another milestone I’m pleased to share. A few weeks ago, we launched a fresh, new take on my Lowrie Financial website.  These days, an advisor’s website is also their virtual “front office,” so it was definitely time for a remodel.  The new structure should make it easier to find existing resources, discover new insights, and get to know me and benefits of following an evidence-based investing approach.  

Here’s to 25 years of being me!  

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.