Education:
Urban Land Economics Diploma, University of British Columbia, Vancouver, B. C., Canada
Specialties:
Managed Accounts, RRSP's, RRIF's and conservative investment accounts, insurance and estate planning.
Phil Lowe is a Senior Investment Advisor and Vice President with BMO Nesbitt Burns. He has also earned the designations of FCSI (Fellow of the Canadian Securities Institute) and Vice President by an ongoing commitment to exceeding industry educational requirements and standards. Phil has a long and distinguished track record of building his business through consistent, conservative investment advice. He was also recognized by the Investment Dealers Association in both 1997-1998 and 1998-1999 as a Pacific District "IDA Distinction Award" semi-finalist.
Phil has been in the investment industry for over 20 years - the last 15 have been with BMO Nesbitt Burns in Victoria. In addition, Phil is joined by his Investment Representative, Jeff Cohen and his Administrative Assistant, Shirley McCrodan. Together they comprise over 35 years of investment experience. Our responsibilities include assessing our client's financial needs and current investment strategies. During this process, we determine our client’s investment objectives, risk tolerance and investment time horizon. With this information we design an investment strategy that fits the client's profile, which will enable our clients to achieve their stated investment objectives.
A cornerstone to Phil's business is personalized service. We meet with our clients on a regular basis - at the office or at the client’s home - to assess their investment strategy and evaluate their progress. If any changes are necessary, Phil will provide recommendations that are in keeping with each clients overall objectives and risk tolerance levels. This is an ongoing consultive process that solidifies a long-term relationship that is built on trust and integrity.
Often our team incorporates the expertise of professional money managers through our Managed Programs. Through a customized approach these programs provide our clients with the benefits of professional money management, adherence to sound risk guidance principles and stringent portfolio monitoring. The result for many investors is freedom from ongoing monitoring of the markets and day-to-day investment decisions. Above all, Managed Account Programs offer the assurance that a team of experts is managing your investment decisions.
In addition, our team also offers solutions for other financial issues such as Retirement Planning and Estate Planning & Insurance Services. Through BMO Nesbitt Burns sophisticated planning software we work with our clients to design a retirement plan that will suit their individual needs. As a result of Phil's ongoing commitment to personalized wealth management, many of our clients are obtained from referrals from existing clients. Our clients believe that their family and friends deserve this high level of investment advice, service and peace of mind with their own personal investments.
To arrange an introductory meeting with Phil, please call him directly at 361-2408 or Jeff at 361-2431.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
Market Watch
Last Updated
November 20, 2009 18:41 EST
Last
Change
TSX Comp
11,579.33
-20.97
S&P/TSX 60
688.99
-1.59
DJIA
10,318.16
-14.28
S&P 500
1,091.38
-3.52
NASDAQ
2,146.04
-10.78
Nikkei 225
9,497.68
-51.79
TSX Vent
1,408.06
7.12
Hang Seng
22,455.84
-187.32
$CAD
93.4800
-0.5400
London Gold
1,140.00
4.50
WTI Oil Spot
76.72
-0.74
Source: SunGard PowerData
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