Think about it if you're looking for the best way to manage your wealth or create reliable income in retirement, should you look to those who sell investment products? Doesn't it make more sense to seek answers from the academic community, which doesn't have a vested financial interest?
-Steve Lowrie
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Steve Lowrie

Chartered Financial Analyst
Portfolio Manager, Lowrie Investments of Aligned Capital Partners Inc.

After years of frustration, I began independent research and adopted an evidence-based, holistic investment management approach. It's based on decades of academic research by some of the leading minds in finance and economics. I've never looked back.

Beginning in 1995, I dedicated over 1,000 hours of rigorous study and more than the four required years of professional experience to earn the distinction of Chartered Financial Analyst®. All charter-holders are required to annually attest to the CFA Institute Code of Ethics and Standards of Professional Conduct.

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Dawn Sampson

Client Relations Manager

With over 30 years of wide-ranging experience in financial services, Dawn is a seasoned professional specializing in client relationship management. She has had an extensive career with several prominent, well-known, large financial services firms. Her technical proficiency and strategic insight ensure a streamlined and impactful client relationship.

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