- About Us
Who is Lowe Investment
& Insurance Solutions?
Financial guidance designed for everyday Canadians, by…
you guessed it… Everyday Canadians.
Lowe Investment & Insurance Solutions exists to close the gap between everyday hardworking families and the level of financial guidance typically reserved for high-income earners.
We believe financial services should feel welcoming, understandable, and judgment-free, never confusing or intimidating.
Lowe Investment & Insurance Solutions came to fruition after more than a decade of experience and meaningful connections created in the financial industry.
Before entering the industry, our founder, Chris Lowe became the leader you see today through his previous roles managing teams in private industry. During this time, he witnessed two things that changed everything. Source.
- When the worst happens, often it’s the family who shoulder the cost with work income mostly disappearing in an instant.
- When someone is unable to work, due to injury or other matters, every withdrawl from their savings forces them to work longer into retirement age to make up the lost time.
These realizations expose a painful truth:
Many Canadian’s haven’t received, or don’t have access to real financial guidance until it’s too late. Source.
Chris started Lowe Investment & Insurance Solutions to change that.
- Who Are We
Meet The Founder
& Our Team
Before we get to know you, get to know us.
Christopher Lowe
Founder & Financial Advisor,
Lowe Investment and Insurance Solutions
Chris is the primary advisor you’ll meet with, and your long-term strategist. He leads every financial strategy and works alongside the internal team and external partners (law, benefits, insurance) to coordinate your full financial picture.
He believes clients should feel comfortable walking into his office and sharing anything, and confident walking out, knowing they have chosen the right partner for them.
I want you to feel like you're talking to an extension of your family.
Our Team
Meet The People Behind Your Financial Growth
Clients describe working with us as comfortable, approachable, personable, and professional. That’s all thanks to our amazing team of professionals.
[Chris]'s incredibly dedicated and truly invested in helping people succeed, no matter their situation, always going above and beyond with his extensive knowledge and strong outside connections/relationships.
Jessie Phillips
Administrative Assistant
I’m Jessie Phillips, and I work as the Administrative Assistant to Chris Lowe at Lowe Investment and Insurance Solutions.
Read Jessie's Bio
I handle everything from preparing client files and managing correspondence to following up on requests, basically, I like to think of myself as Chris’s right-hand support (he may or may not agree!).
I help keep things running smoothly day to day and genuinely love being part of the team.
One of my favourite parts of my role is connecting with our clients and supporting them as they imagine their future. I truly enjoy getting to know the many unique stories that come through our office, and I strive to create a positive, welcoming environment where both clients and colleagues feel supported.
After watching Chris help set our clients up for success and seeing his passion for helping others first hand, I’ve committed to LIIS.
Outside of work, I love spending time with my family, including my two amazing kids, Olive (11) and Oakley (9). who keep me busy with volleyball and basketball, but I wouldn’t have it any other way. In my spare time, you’ll usually find me playing music with friends. Music is a big passion of mine, and I love singing and playing a variety of instruments whenever I get the chance.
At the end of the day, I’m someone who truly values connection, whether that’s with our clients, my coworkers, or my family. Being able to support others, both personally and professionally, is what drives me, and I’m grateful to be part of a team that shares that same mindset.
Tyler Mills
Administrative Assistant
I’m Tyler Mills, and I’m a Junior Insurance Advisor with Lowe Investment & Insurance Solutions.
Read Tyler's Bio
I bring the experience and perspective gained from working with larger financial institutions. I combine that background with a client-first mindset, focused on delivering thoughtful, personalized solutions.
I was raised in Fergus, Ontario, where I was instilled with strong small-town values—honesty, accountability, and a deep appreciation for community. Those values continue to shape both my personal and professional life.
Outside of work, I enjoy exploring Canada’s natural landscapes, whether that’s time spent in provincial parks or weekends on the water with my wife, dog, and family.
I joined LIIS because of its shared commitment to putting clients first and helping them achieve their goals. I am passionate about building long-term relationships and supporting individuals and families across multiple generations.
What You Can Expect From Us
We genuinely strive to be an extension of your family. Whether you finally met one of your goals, or maybe one your kid’s hockey team won the championship, we want to hear about it!
Because of this, we don’t push products, we don’t make guarantees, and we don’t talk down to you. We educate, collaborate, and tailor everything to your goals, as your partner.
Ongoing meetings are based on your needs. Semi-annual, annual, or more frequently if your goals are evolving.
Our Process
Your partner, not a hired gun.
Discovery Meeting
We talk about your goals, priorities, and what matters to you, now and later.
Strategy & Proposal
If you already have accounts, we build a strategy and walk you through your options.
Implement & Support
We handle setup, transfers, and coordination at your pace and evolve as your life does.
What Makes Lowe Investment & Insurance Solutions Different?
We understand that you have worked extremely hard for your money, so our promise is to work just as hard as you did.
.01
We don't judge.
Whether you’re starting with $5,000 or $500,000, you’re treated the same.
.02
We’re goal-based.
We don’t sell investments or tools. We help you reach milestones based your on long-term goals.
.03
We don’t use jargon.
Plain English. Everyday language. We encourage your questions if you’re ever unsure.
.04
We tailor every plan.
Your goals determine the strategy, not the other way around.
Who Do We Work With?
Many of our clients have strong household incomes, yet still find it challenging to understand where their money goes or why progress can feel difficult at times.
This is where we aim to help. We work with clients to better understand their cash flow and financial picture, simplify their finances, explore ways to manage or consolidate debt or spending where appropriate, and move forward with a clearer, more structured plan.
The 'Starters'
Whether you're just starting your savings journey, or just starting to take it more seriously, we can help.
The 'What's Next' Group
Are you asking yourself what's next? Buying your next home, preparing the kids for university, or maybe retirement is coming.
The 'Busy Bees'
Maybe you're trying to do it on your own but you still find yourself asking where the money is going. Let's see how we can help.
You do not need to be wealthy to work with us.
You just need a goal, and a willingness to move toward it.