Stephen J. Lowrie
Profile
Prior to joining Milestone in April 2008, Mr. Lowrie owned and operated his own independent advisory firm, specializing in the unique needs of independent business owners.
Previously, he held management roles and was a financial advisor at several of Canada’s largest independent (non-bank owned) investment dealers.
Often quoted in the financial press, his articles and opinions have appeared in publications such as the National Post, The Toronto Star, Forever Young, Benefits Canada, Estates and Trusts Journal and the Canadian Investment Review.
Mr. Lowrie’s varied industry experience gives him a unique perspective of private wealth management and he is a most valuable addition to the Milestone team.
He is a Chartered Financial Analyst.
Former positions of Stephen J. Lowrie
| Companies | Position | End |
|---|---|---|
Milestone Investment Counsel, Inc.
 Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone Investment Counsel, Inc. (Milestone) is an independent investment management firm headquartered in Toronto, Ontario. The firm was founded by Paul D. Mitchell and Donna L. Siler in 1996. Milestone offers institutional-quality expertise, high-value portfolio management and personalized services to individuals and families. | Portfolio Manager-Equities | 2009-12-30 |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Milestone Investment Counsel, Inc.
Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone Investment Counsel, Inc. (Milestone) is an independent investment management firm headquartered in Toronto, Ontario. The firm was founded by Paul D. Mitchell and Donna L. Siler in 1996. Milestone offers institutional-quality expertise, high-value portfolio management and personalized services to individuals and families. | Finance |
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