Redefining Investment Advice
Investment advice often comes in the form of a forecast. There is an expectation - reinforced by the financial media and pundits on the famous financial streets of the world - that someone offering investment advice should be able to look into a crystal ball and predict the future.
We take another approach, one that does not rely on bold predictions or speculation. We use an investment approach grounded in solid academic theory and coupled with broader wealth management issues. This approach gives three solid benefits to our clients:
- Expertise
- A systematic and disciplined approach
- Cost effectiveness
As a client, you will deal directly with the person who manages your money - and not many people can say that in this industry. Depth and breadth of experience are backed by elite academic research. We apply a rigorous and empirical approach to investing that steadily builds your wealth.
Many investors do not realize how much the cost of their investments cuts into their returns. Excessive fees, hidden costs and frequent trading may generate profits for your money manager or the tax man, but not for you. We do not pad out our offering with products and services that add little or no long term value. Located in Toronto, Lowrie Financial is an independent investment counselor offering investment management on a discretionary, fee-for-service basis only.
Please browse our site for more information about our investment philosophy and approach. Our intention is to provide useful, relevant and interesting information about investing. The site will be updated frequently, so we invite you to return often. Naturally, we would be pleased to set up an appointment to discuss your particular situation.
