Profile
Stephen Lowrie, CFA has 17 years industry experience with both small and mid-sized (non-bank owned) firms. His Chartered Financial Analyst (CFA) designation – earned in 1996 – is globally recognized as the pinnacle of professional excellence within the investment community (less than 1% of all financial advisors in Canada working directly with individual investors have their CFA designation).
In offering unbiased solutions to help his clients achieve their financial goals, Steve combines his expertise with the science of investing to develop and implement investment strategies.
In an extended article, In Conversation with Steve Lowrie, Steve expands on his investment philosophy. These comments were excerpted from a wide-ranging discussion about how to demysitfy and simplify approaches to investing. Steve also talks about how his desire to serve the best interests of this clients has driven an evolution towards a more holistic practice model that includes wealth planning issues.
"Over the last twenty years the returns of the market have been about 9% per year, but the return of the average investor has been about 2% per year. That's not just a 7% difference . . . that's 7% compounded over twenty years! . . ." read more
Often quoted in the financial press, his articles and views have appeared in publications including the National Post, Forever Young, Benefits Canada and the Canadian Investment Review.
Steve places a strong emphasis on continuing education for both himself and his clients. He regularly attends worldwide academic investment conferences to ensure that he keeps abreast of the latest research and portfolio management techniques.
