LOWE & ASSOCIATES PRIVATE WEALTH MANAGEMENT - Key Persons
Job Titles:
- Administrative Assistant
- Administrative Assistant With Lowe & Associates PWM and Has Worked at IG
Amy is an Administrative Assistant with Lowe & Associates PWM and has worked at IG since 2017. She is responsible for overseeing daily administrative needs for clients and is available to address general questions and concerns that are not related to financial advice.
For the past two decades Andrew has been helping IG Wealth Management clients invest for the FUTURE, pay back the PAST and live for the NOW. Andrew holds a finance degree, is a CERTIFIED FINANCIAL PLANNER® professional (CFP) and is the lead of Fox & Associates.
Prior to joining IG, Andrew was the recipient of a NCAA college scholarship for hockey (Merrimack College, Boston, MA) and would go on to play professional hockey in Europe in his 20's. Today he is the proud dad to Katherine (13), Bode (9), husband to Susanne, and devoted dog dad to his golden retriever, Olive. In his spare-time he coaches hockey and soccer, camps, and sneaks in a round of golf whenever possible. Andrew and Susanne are committed volunteers and donors with Give A Mile and UNICEF Canada.
Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories.
Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.
Job Titles:
- Wealth Specialist, Investors Group Securities Inc.
Katie joined IG Wealth Management in 2013 and has been an integral member of Fox and Associates as an Associate Consultant since 2015. She excels at solving clients' financial problems and making their lives easier.
Along with a love for ringette, softball, and anything outdoors, Katie fosters dogs with AARCS and also has a pup of her own - Kasper (lab/husky cross). Little known fact about Katie - she has a BSc in Chemistry too!
Linda has worked at IG since 2010 in a variety of roles. As an administrative assistant she is responsible for overseeing daily administrative needs for clients, and is available to address general questions and concerns that are not related to financial advice.
A CERTIFIED FINANCIAL PLANNER® professional and Senior Financial Consultant, Louise has been with IG since 1990 and constructs comprehensive financial plans for each client. Building strong trusting relationships is the cornerstone of her business.
Job Titles:
- Practice Manager
- New Practice Manager
Marissa Kasper is the new Practice Manager at Lowe & Associates Private Wealth Management. She joined IG Wealth Management in 2018 and has supported many departments since.
Marissa has a background in Communications & Marketing and a Business Admin Diploma Specializing in Human Resources. She is a relationship builder, excellent communicator and pragmatic problem solver that provides sensible solutions to challenges.
Job Titles:
- Administrative Assistant
- Administrative Assistant With Lowe & Associates PWM and Started at IG
Marnie Vickers is an Administrative Assistant with Lowe & Associates PWM and started at IG May of 2023. She is responsible for overseeing daily administrative needs for clients and is available to address general questions and concerns that are not related to financial advice.
A CERTIFIED FINANCIAL PLANNER® professional and Senior Financial Consultant, Rebecca takes a comprehensive approach to financial planning and coaches clients to make conscious choices about their money. She has been with IG since 2001.
Job Titles:
- Associate Consultant at Lowe & Associates
An IIROC Registered Representative and an Associate Consultant at Lowe & Associates, Rehana started her career in the financial industry back in 2013; over the years she gained her expertise on personal and corporate credits, banking, personal taxes, and investments. She recently joined Lowe and Associates in 2022. Rehana feels privileged being able to provide holistic financial planning to the individuals and families by offering best services they deserve.
A CERTIFIED FINANCIAL PLANNER® professional with extensive experience in professional planning services, Rick has been helping clients since 1980. He keeps current with planning strategies and financial trends and has been ranked in the top 1% of IG consultants.*
Tyler spent his first career as a forensic engineer. After a decade of analyzing the dynamics of car crashes, he entered the University of Calgary's MBA program and focused on data analytics and finance in pursuit of a new career centered around helping people. Tyler feels that building a client-focused wealth management practice is his way to help others the most. His main goals are removing the stress from financial planning and providing the guidance clients need to achieve greater financial well-being, allowing them to spend more time enjoying life!
In his spare time, Tyler enjoys strength training, golfing, stand-up paddleboarding, and vacationing in BC's Columbia Valley with his wife and their mini-Australian shepherd. As a former major junior hockey player (WHL; three NHL training camps), Tyler also plays a few recreational games each winter.