With 25 years of industry experience (12 of those with big Bay Street brokerage firms), I’ve seen it all – the good, the bad and the worst.
My evidence-based investment management and planning approach means there’s evidence and data to back up my philosophy and recommendations. This approach is always in your best interest.
Of course, one of the most important measures of an advisor’s success is client satisfaction. Here are some of the comments collected during an independent third-party survey of Lowrie Financial clients.
What Lowrie Financial Clients Say:
"Steve is making my plan work. I can go to bed at night and feel like someone has my back."
"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."
"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."
"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."
"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."
"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."
"Thanks for all of your help and great advice over the years. I am not sure what I would have done without you!"