Stephen J. Lowrie

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Finance

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 uses a passive management investment approach in providing their services. They invest in Canadian and foreign stocks, bonds, ETFs and REITs. Milestone offers exposure to specific asset classes by purchasing individual securities, ETFs or the mutual funds offered by Dimensional Fund Advisors (DFA).	Portfolio Manager-Equities	2009-12-30

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