We know that the core of our business is 'Our Clients'. We strive to understand their unique goals, objectives, concerns, and circumstances. This process simply starts with a conversation.

Where do you want your conversation to begin?

What currently drives your investment management decisions?

Our goal is to link your investments to a financial plan that has clearly defined what you are trying to achieve.

 

What does 'financial independence' mean to you?

Through meaningful conversations our goal is to help you articulate your answer to this question.

What is most important to you in your advisor relationship?

Through the resources provided by RBC Dominion Securities, we strive to establish your unique relationship requirements.

 

THE HLG BLOG

High Water Marks

Nov 27, 2018 | Paul hHarris-Lowe

Tomorrow I have the opportunity to speak at the Ontario Boaters Association Conference in Collingwood. Afterwards, I come straight...

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The Father's Father

Nov 07, 2018 | Paul Harris-Lowe

Back in 1997 when I was working for Royal Trust I had the opportunity to work with a priest who resided in Peterborough. We had done...

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The Harris-Lowe Group November 'Beer & Banter'

Nov 15, 2018 04:00 PM - 05:30 PM Eastern Standard Time
Ashburnham Ale House 128 Hunter Street East Peterborough, On

 

Topic: Controlling your future in volatile times – what does this mean to your plan??


October 'Beer & Banter'

Oct 17, 2018 04:00 PM - 05:30 PM Eastern Daylight Time
Ashburnham Ale House 128 Hunter Street East Peterborough, On

What does P/E Ratio really mean???

A lively discussion on the definition, context, and merit of everyone’s favourite ratio – Price to Earnings!!!!


The Harris-Lowe Group Beer & Banter

Sep 12, 2018 04:00 PM - 05:30 PM Eastern Daylight Time
Ashburnham Ale House 128 Hunter Street East Peterborough, On

When the ‘Buzz’ of a stock creates risk that is too ‘High’!

Can you guess what we will be talking about???


The Harris-Lowe Group August 'Beer & Banter'

Aug 16, 2018 04:00 PM - 05:30 PM Eastern Daylight Time
Ashburnham Ale House 128 Hunter Street East Peterborough , On

A further discussion on how a stock makes 'the list'


The Harris-Lowe Group's July 'Beer & Banter'

Jul 12, 2018 04:00 PM - 05:30 PM Eastern Daylight Time
Ashburnham Ale House 128 Hunter Street E Peterborough , On

Topic: How do you forecast the potential price of a stock??

Banter: What are the key metrics utilized in determining what the price of a stock could potentially be a year down the road.

Beer: We’ll check the taps!!


The Harris-Lowe Group June Beer & Banter

Jun 14, 2018 04:00 PM - 05:30 PM Eastern Daylight Time
Ashburnham Ale House 128 Hunter Street Peterborough, ON

Guest Speaker: Tommy Kotsopoulos CIM,

Vice President, Business Development

Dynamic Funds

Topic: The ‘Utilization’ of Dynamic Funds in your portfolio

Banter: Discuss the mechanics and features of these funds and how they fit in the fixed income component of your portfolio.

Beer: Whatever is on tap!!


The Harris-Lowe Group April 'Beer & Banter'

Apr 12, 2018 04:00 PM - 05:30 PM Eastern Daylight Time
Ashburnham Ale House 128 Hunter Street E Peterborough, ON

Guest Speaker: Wing Hua, CFA

Vice President of Sales, Lysander Funds Limited

Question: Why do you want to have a ‘Beer & Banter with Wing???

Answer: Because most of us own Lysander Funds in our portfolios!!

Specific ‘Lysander Funds’ make up a large component of the fixed income portion of your portfolios. Wing will provide:

An overview of these funds

Lysander’s view of the current ‘Fixed Income’ world


February Beer & Banter

Feb 08, 2018 04:00 PM - 05:30 PM Eastern Standard Time
Ashburnham Ale House 128 Hunter Street E Peterborough, On

In our quest to:

  • Reduce Risk
  • Reduce Volatility
  • Diversify

We want to investigate ‘Alternative Investment Strategies’

 

Hosted by
Paul Harris-Lowe & RBC GAM (Andrea Zezelic)
Vice President & Associate Portfolio Manager
RBC Dominion Securities

 

Guest Speaker:

Slava Sherbatov, CFA

Portfolio Manager – RBC Global Asset Management

 


December's 'Beer & Banter' - How do you spell Christmas 'Cheer'? This year, we are spelling it, E-T-F!

Dec 14, 2017 04:00 PM - 05:30 PM Eastern Standard Time
Ashburnham Ale House 128 Hunter Street E Peterborough (East City), ON

Everybody seems to want some kind of ETF (Exchange Traded Fund) under their tree this year! They are all the rage! But are they safe? How do they work? Are batteries included???

Join us to go ‘under the hood’ of ETFs!