Steve Lowrie holds the Chartered Financial Analyst designation and has over 20 years of experience dealing with individual investors. Before creating Lowrie Financial in 2009, he worked at various Bay Street brokerage firms both as an advisor and in management. He also attained valuable experience working with financial planners and insurance agents in two of those firms.
The flawed “conventional wisdom” practiced by the majority of financial advisors in Canada led him to seek out more effective, reliable, and unbiased strategies for his clients. The solution, he found, is to follow evidence and science, rather than hype and hysteria. To read the story of how Steve came to follow this approach, please visit The Science of Personal Finance.
Steve is an avid skier and enjoys competing in mountain biking and multi-sport adventure races. He finds the mental disciple and focus required to successfully compete in endurance sports is similar to what is required to a be a successful long-term investor.
Find out what clients say about Steve.