Lowrie Financial is the independent investment management and advanced planning practice of Steve Lowrie, CFA.
Lowrie Financial is a division of Polaris Financial Inc., a Portfolio Manager registered with the Ontario Securities Commission. Polaris is responsible for the regulatory oversight of Lowrie Financial.
What Makes Lowrie Financial Different?
The investment management and planning solutions of Lowrie Financial are based on evidence and science. We spend a great deal of time and effort making sure we are up to date on the ongoing research about investment and financial planning for individual investors. We will only recommend an investment or follow a strategy if there is scientific evidence that supports our beliefs.
To read the story of how Steve came to follow this approach, please visit The Science of Personal Finance.
There is a difference between managing wealth and creating it. Most advisors focus on trying to create wealth by using high-risk, unproven investment strategies. While following this advice may increase your chances of getting rich, it also maximizes your chances of becoming poor.
Our clients have accumulated wealth slowly and patiently, either through prudent savings or ownership in a successful business. We work with our clients to manage this wealth and preserve their lifestyle by using our proven, scientific approach.
What Clients Say About Lowrie Financial
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:
- “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!”
To learn more about Steve Lowrie, please click here.