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We are extremely proud to announce that Lori is the recipient of the Investment Industry Association of Canada's (IIAC) Top Under 40 Award.  This recognizes and celebrates the new generation of highly motivated and talented young professionals whose drive, dedication, qualities and accomplishments have brought distinction to the investment/financial industry. "I'm truly honoured and excited to win the Top Under 40 Award. It's been a goal of mine to reach such an achievement. I often say, if you put clients first, success will follow," she said after receiving her award. She was among 33 outstanding nominees from across Canada reflecting the talent, diversity and commitment to social responsibility in the industry.

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We are very proud to announce that Lori is one of this year’s Business in Vancouver’s Forty Under 40 winners! The annual Forty Under 40 Awards salute B.C.’s best and brightest business talent, singling out the achievements of young entrepreneurs, executives and professionals. Winners, born after 1976, have demonstrated excellence in business, judgment, leadership and community contribution. Congratulations Lori!

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We are proud to announce our recent sponsorship in support of Vancouver’s inaugural ‘Cycle of Hope’ and ‘Team Triple S’. The Cycle of Hope is raising funds to continue crucial research to find a treatment and cure for ALS or Lou Gehrig’s disease. 

On Sunday September 11th, close to 100 cyclists rode 20km in the event organized by the family of CKNW Radio host Jon McComb . The gorgeous late summer sunshine helped entice a great crowd to the Trans Canada Trail in Pitt Meadows. In all the event raised more than $10,000 for ALS research!

To donate, please click here and follow the instructions. To find out more information about the Cycle of Hope, click here. You can learn more about the disease here

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 Raymond James recognizes Lori Pinkowski as 'Woman of Distinction'

The award recognizes successful advisors within the firm who support the professional growth of other advisors and service associates, who manage a successful practice and who are also actively involved in their communities. 

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“It’s about ethics, determination, motivation and discipline to get to this level in the investment industry. When you always put your clients’ needs first, you will inevitably build a solid foundation for a successful business.” - Lori 

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

 
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Lori and Seth were recently chosen from a select group of financial advisors to attend the first ever Raymond James Global Top 50 Conference. It was held in Washington, D.C, exclusively for the firm’s top 50 of over 6,700 performing advisors worldwide bringing together professionals from across the United States, Canada and the United Kingdom.


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September Newsletter

Investment options in an era of chronically low interest rates
posted on 3:16 PM, March 29, 2015
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Making Cents of the Markets

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Lori has a regular segment on CKNW radio every Monday at 8:40am. Listen to Lori's latest show

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Stock indexes are tricky to compare
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