Lori Pinkowski

My Clients

• Investors who seek professional advice in conservative investment strategies.
• Investors who don't want to pay high annual fees.
• Investors who are seeking regular monthly income for retirement or are seeking an income to supplement current needs.
• Investors who want a patient and understanding Financial Advisor that can explain investing and products to them.
• Investors who are seeking a reasonable rate of return through the use of GICs, Bonds, Mutual Funds, Income Trusts, Hedge Funds and conservative Equities.
• Investors who appreciate the need to own investments that are not directly related to the performance of major indices, providing for real diversity within a portfolio.

Personal

Lori is a founding partner of the Pinkowski-Allen Financial Group and has more than ten years experience in the investment industry. Lori studied Financial Management at the British Columbia Institute of Technology and continued her studies in Financial Planning and Wealth Management, earning her Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. She is a Senior Vice President and Associate Portfolio Manager and specializes in conservative wealth management and financial planning. 

Lori, along with her partner Seth Allen, carefully creates and manages personally tailored investment portfolios to meet our clients’ investment and life goals using her expertise in blue-chip Canadian and US stocks, bonds, income trusts, ETFs and managed portfolios. As a Portfolio Manager, she is also able to offer our clients discretionary management, looking after the day-to-day investment decisions on their behalf.

Our clients appreciate her ability to provide unbiased money and investing advice. As a well-known financial expert, she has been a regular financial columnist in the North Shore News since 2001. Her column is distributed to over 60,000 residents in North and West Vancouver. Lori has a regular segment on CKNW 980AM radio, “Making Cents of the Market”, every Friday at 5:35pm. Lori and Seth’s monthly investment newsletter, “Making Cents” and their “Weekly Market Comment” is distributed to over 2000 loyal subscribers each month.

Lori Pinkowski, CIM, FCSI
Portfolio Manager
Senior Vice President,
Private Client Group