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The Pinkowski-Allen Financial Group is an independent Financial Advisory Group within Raymond James Ltd. We specialize in conservative wealth management with an active approach to investing. Simply put, we believe buy and hold will not work in this market.

We are experts in portfolio construction and offer comprehensive portfolio management and financial planning services. We have the ability to construct investment portfolios using all investment products available, including large-cap and small-cap stocks, preferred shares, bonds, mutual funds, hedge funds, income trusts, options, and a variety of managed portfolios and world class third-party managers. After a detailed consultation with you, we design, develop, and manage sophisticated investment strategies that are tailored to your specific goals and objectives. We then implement your personalized strategy under our direct management.

Our commitment to regular communication and sound investment advice has helped us build long-term relationships based on trust, integrity, and professionalism.

What's New

Global News

by Kelly Baudru, posted on 9:58 AM, April 12, 2012
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Watch Lori's latest interview

Making Cents of the Market

by Rebecca Deane, posted on 12:04 PM, April 11, 2012
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Lori has a regular segment on CKNW radio every Friday at 5:35pm.
Listen to Lori's Latest Show

Recent North Shore News Article

Common frustrations with financial advisors
by Kelly Baudru, posted on 10:39 AM, March 16, 2012
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Read article

May Newsletter

Investing In Your Retirement: Tips For An Easy Transition
by Kelly Baudru, posted on 10:23 AM, March 15, 2012
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