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

We are experts in creating portfolios that can thrive in all market conditions, to give you peace of mind so that you can enjoy life and not worry about the markets.  We have the ability to construct investment portfolios using all investments available, including large-cap and small-cap stocks, preferred shares, bonds, hedge funds, income trusts, options, and a variety of managed portfolios collaborating with world class third-party managers.

After a detailed initial meeting where we learn more about you and your family, our team will 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.

We specialize in the four pillars of total wealth management; discretionary portfolio management, financial planning / retirement planning, trading for sophisticated investors and financing small cap companies.  Our commitment to regular communication and sound investment advice has helped us build long-term relationships based on trust, integrity, and professionalism.

For more information please contact us

What's New

July Newsletter

Cyclical Versus Secular Investing
posted on 9:56 AM, June 18, 2012

Global News

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

Stocks, bonds more liquid than property
posted on 10:39 AM, March 16, 2012
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