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Lori Pinkowski

Our Investors:

  • Seek professional advice on conservative investment strategies.
  • Want a patient and understanding investment team that can explain strategies clearly.
  • Require fees to be transparent.
  • Seek a reasonable rate of return through the use of GICs, Bonds, REITs, North American Stocks and alternative investments.
  • Desire regular monthly income for retirement.
  • Appreciate the need to own investments that are not directly related to the performance of major indices, providing for real diversity within a portfolio.
  • Prefer to leave the day to day decisions to us so they can enjoy life!
  • Require an in-depth financial plan.

Lori is a founding partner of the Pinkowski-Allen Financial Group and is a Senior Portfolio Manager and Senior Vice President who specializes in conservative wealth management and financial planning. Her commitment to clients’ well-being through sound investment advice and regular communication has helped her build strong, long-term relationships with each of the families she works with. Lori has over 16 years’ experience as a Financial Advisor and studied Financial Management at the British Columbia Institute of Technology, continuing her studies in Financial Planning and Wealth Management, to earn her Certified Investment Manager (CIM) designation. She became a licensed Financial Advisor at the age of 21 at a previous firm and joined Raymond James in 2009 along with her partner, Seth Allen. The Pinkowski-Allen team manages close to $500 million focused on retirement and corporate clients.

Lori and Seth head-up the Pinkowski-Allen portfolio management team carefully creating and managing personally tailored investment portfolios to meet our clients’ investment and life goals. She has expertise in individual Canadian and international blue chip stocks and 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. 

As a well-known financial expert, she has appeared on Global News and has been a financial columnist for the North Shore News since 2001. Her column is often published in The Vancouver Sun, The Province and The Calgary Herald amongst other newspapers in Canada. Lori has a weekly radio segment on CKNW 980AM radio, "Making Cents of the Markets", every Wednesday at 8:40am where she discusses market conditions and financial industry news. Lori and Seth’s monthly investment newsletter, "Making Cents" and their "Weekly Market Comment" is distributed to over 2000 loyal subscribers each month.

Lori was recently given the Raymond James 2015 “Woman of Distinction” award, not only for her successful practice but also for her extensive charitable endeavours and community involvement.  She supports charities such as Stand Foundation, Odd Squad, BC Children's Hospital, Special Olympics and Prostate Cancer Foundation BC where she recently helped bring increased awareness to the annual Father’s Day Walk-Run.  Lori also enjoys giving back to the community by speaking at various post-secondary institutions such as BCIT, SFU and UBC to inspire others with her story of success as a Financial Advisor.  She recently achieved Raymond James Global Top 50 of more than 6,800 Financial Advisors worldwide. Lori was named one of 2016’s Business in Vancouver’s Forty Under 40, for her incredible career achievements and outstanding contribution to the community. She was most recently the 2016 recipient of the Investment Industry Association of Canada's (IIAC) Top Under 40 award which 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. 

Lori Pinkowski

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

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