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Alison Lowe MSc. Clinical Psych || Insurance & Mutual Funds

@alowefinances

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Advanced Insurance Planning • Corp Strategies • Legacy Preservation • Dynamic Asset Management • Licensed 🇨🇦🇺🇸Master Your Wealth & Mind •
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Alison Lowe offers a distinctive blend of clinical healthcare expertise and financial sophistication, uniquely positioning her to serve the complex needs of high-net-worth individuals and families across Canada and the U.S.

She began her career with a PhD in Clinical Psychology in the Bay Area, where she specialized in the neurobiology of attachment and trauma. This early work gave her profound insight into how individuals form patterns of trust, risk tolerance, and control—both in relationships and in their relationship to money.

Alison works exclusively with clients seeking more than traditional portfolio management. She provides bespoke, outcome-driven strategies designed to optimize after-tax returns, insulate wealth from legal and structural vulnerabilities, and ensure the intentional transfer of assets and values across generations.

With a steadfast commitment to clarity, control, and continuity, Alison empowers clients to preserve not only their financial capital—but their legacy.

#financialplanning #financialadvisor #wealthbuilding #financialfreedom #wealthmanagement #finance #business taken in Downtown Vancouver by @alowefinances

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a year ago

⚠️Viewer Discretion • Graphic Scenes ⚠️

The strong may survive, but it is the courageous who triumph.

The images are graphic. I know. You only see that on Grey’s Anatomy. You never expect to be a living episode •

Sept 12, 2020 - The doctor is holding up my chest X-Ray. *My heart is on the wrong side*... “yeah no honey, that’s a tumor.” Covid was destroying my lungs. I was on 14L of oxygen and it wasn’t helping. So I was induced into a coma and on life support for 2 and a half weeks •

Nov 27th I was hospitalized for a month a 2nd time. My case puzzled 10 different specialties and over 40 doctors. The tumor had triggered an autoimmune response that caused my body to shut down on a muscular level, including my breathing, eating, talking, and swallowing. The thymoma had caused myasthenia gravis •

So after donating a chunk of muscle for biopsy, 3 arterial lines, PIC and central lines, 3 IV lines, 2 chest tubes, feeding tube, and having an entire heart-sized tumor cut out of my chest.. I carry battle scars as a stark reminder that life is unpredictable and ruthless. It hits hard without warning and can cause devastation if you’re unprepared.

It’s ironic—I advise clients daily on protecting against unforeseen crises, but I had to live through it to truly value the meaning of my words. Let me tell you, as someone who was perfectly healthy and never sick, there’s nothing like getting your chest sawed open to make you feel the proverbial rawness and fragility of your own mortality.

I lived it. I survived it. This is real my friends. You only have one life—protect it in every way.

#survivor #thriver #thymoma #covid #estateplanning #wealthbuilding #criticalillness #insurance #protection #myastheniagravis taken in VGH - Acute Medicine by @alowefinances

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2 years ago

Never heard of the INFINITE BANKING STRATEGY?! You’re in luck! As someone who has benefited from ~ Life Insurance ~ twice in her life (whilst still LIVING), here is a short summary of how to use this strategy to acquire other assets, such as real estate. YOU WON’T WANT TO MISS THIS!! #wealthbuilding #infinitebanking #lifeinsurance #permanenttaxshelter #permanentlifeinsurance #insurance #howmoneyworks #moneymoves #wealthymindset #wealthcreation #generationalwealth #taxfree #taxadvantaged #taxtips #moneytips #lifelessons #lifetips #money by @alowefinances

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4 years ago

The most dangerous fiction in modern economics is the persistent illusion that you can tax your way into prosperity by punishing success.

When politicians stand at a podium and claim that the “rich” aren’t paying their fair share, they rely on a convenient smokescreen. They want you to picture untouchable billionaires, but the fiscal crosshairs aren’t aimed at hidden offshore accounts. They are aimed squarely at the middle class, the upper-middle class, and the professional/business class.

Let’s look at the actual math. We aren’t talking about dynasties; we are talking about a family handing over 50k to 250k a year to the CRA in income tax alone. These are households simply trying to service a steep mortgage, fund their children’s education, and enjoy the fruits of decades of hard work. They are the backbone of the private-sector tax base.

You cannot math your way into a thriving economy by penalizing the very people holding the middle and upper-middle classes together. When the state treats hard-working families as an endless ATM while offering zero structural return, soaring deficits, and deteriorating streets, capital and ambition start looking for an exit.

True wealth strategy isn’t about dodging responsibility; it’s about refusing to finance structural incompetence. If you’re tired of watching your hard-earned capital absorbed by flawed economic arithmetic, it’s time to build a proper defensive strategy.

👉 Stop letting political fiction dictate your balance sheet. DM me the word “STRATEGY” right now to book your 1-on-1 private wealth session and insulate your capital.

#MiddleClass #TaxPlanning #HighNetWorth #CanadianTax WealthStrategy BusinessOwnerLife Macroeconomics CRA WealthProtection FinancialSovereignty taken in Downtown Vancouver by @alowefinances

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2 days ago

Queen of October 🤍

#libra #libraseason #oct15 #birthdaygirl taken in Vancouver, British Columbia by @alowefinances

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4 days ago

The managed decline of a world-class city isn’t an accident of governance—it’s a masterclass in shifting liabilities onto the taxpayer.

When a provincial budget projects a staggering $13.3 billion deficit under the banner of “protecting the vulnerable,” you have to ask a foundational question about basic risk management: Who is absorbing the downside?

In business, executing a high-stakes strategy with zero downside protection or structural support gets you sued, stripped of your license, and pushed out of the market. Yet, that is precisely the blueprint we’ve watched unfold on our streets. Decriminalization without treatment infrastructure, policy changes without guardrails—it’s an unchecked social experiment funded by the private sector. @cityluxboutique

The bill for this experiment doesn’t land on the bureaucrats who signed off on it. It lands on the Yaletown boutique owner paying out of pocket for private security and broken glass. It lands on the families handing over six figures in annual income tax, only to watch their local neighborhoods deteriorate while the cost of living climbs.

Let’s be entirely clear: high earners and business owners in Vancouver have never objected to paying premium taxes. We expect to invest in a world-class economy. What we are furious about is being taxed into oblivion to subsidize legislative incompetence and the managed decline of the city we built.
If political literacy is the ultimate risk management, recognizing fiscal mismanagement is the survival guide.

👉 Ready to stop watching your tax dollars fund administrative failure and start properly insulating your wealth? DM me the word “STRATEGY” right now to book your 1-on-1 private wealth session.

#VancouverBusiness #BCPolitics #VancouverRealEstate #TaxPlanning #HighNetWorth CanadianEconomy BusinessOwnerLife Macroeconomics WealthStrategy GastownVancouver taken in Downtown Vancouver by @alowefinances

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4 days ago

Shattering the glass ceiling is cute. Owning the building—and knowing how to write off the depreciation—is actual power.
For decades, the conversation around women and money was stuck on basic survival: clip your coupons, ask for a polite raise, and skip the $7 oat milk latte.

That era is officially dead.

By 2028, Canadian women are projected to control nearly $4 trillion in wealth. We are scaling companies, acquiring assets, and building empires at an unprecedented rate.

But here is the blind spot no one talks about: making the money is just the warm-up. The real game is keeping it.
You didn’t work 80-hour weeks to build a seat at the table just to let politicians treat your bank account like an open tab. True financial freedom—the kind where you never have to ask for permission or apologize for your lifestyle—requires mastering the rules of the tax code. If we are going to hold $4 trillion in capital, we can’t afford to be passive spectators when policies are written.

Earning six or seven figures makes you successful. Knowing how to structure, shelter, and fiercely defend that capital from bad policy is what makes you untouchable.

Ladies, stop outsourcing your financial IQ. Learn the rules, protect your empire, and never hand over the keys to the treasury without a fight.

👉 Ready to stop overpaying the CRA and actually keep what you earn? DM me the word “EMPIRE” right now to book your 1-on-1 wealth strategy session.

#WomenWithWealth #FemaleFounders #CanadianTaxStrategy #HighNetWorthWomen #VancouverBusiness taken in Downtown Vancouver by @alowefinances

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5 days ago

Are you actually building wealth, or are you just a highly paid volunteer for the CRA?

Here is the bitter pill that high earners don’t want to swallow: you are essentially “broke on a higher level.”

It is a massive trap. You are spending 100% of your energy and grit bringing money in the front door, but you have 0% of a dam built to keep it from rushing out the back. Between inefficient corporate setups, tax traps you didn’t know existed, and a bad habit of buying depreciating toys to look the part, you aren’t an empire builder. You are just a very busy, very stressed, highly paid middleman between your clients and the taxman.

High income doesn’t make you bulletproof—it just makes you a bigger, juicier target.

If your current financial strategy is “make more, worry later,” you are leaving your back door wide open. Real wealth isn’t what you generate; it is what you aggressively defend, structure, and keep.

It’s time to stop hustling just to fund everyone else’s paycheck.

👉 Let’s patch the leaks in your corporate and personal structures before tax season does it for you. taken in Downtown Vancouver by @alowefinances

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6 days ago

Would I date someone who makes less than me? The short answer is yes—but the caveat is everything.

If I start dating a woman who is pulling in less than me right now, I can work with that, as long as that isn’t where she plans to stay. I literally hold the blueprint for building wealth. If she has a relentless growth mindset, wants more for herself, and has the desire to learn the financial literacy to multiply her net worth, we are golden.

But if she is perfectly content staying comfortable where she is for the rest of her life? That would be difficult for me. Complacency is a limited mindset, and a limited mindset is the ultimate turn-off, whether you are a man or a woman.

Building an empire requires discipline. When my income was lower, I wasn’t out financing luxury goods just to look the part. I stretched every single dollar, invested heavily, and compounded it so I can fund the life I want for my family’s future. I require that exact same financial hunger in a partner.

I actually run my wealth management practice the exact same way. I usually have a portfolio minimum to take you on as a client. But if you sit in my office and tell me, “I will do whatever it takes to hit this financial goal,” your ambition just bought your seat at the table. I will always bet on hunger and drive.

Bottom line: Don’t partner with people who aren’t aligned with you and your financial goals and dreams. Especially someone who settles.

If you want to learn how to build real, unapologetic wealth with me—DM me to book a wealth management consultation and let’s get your mindset (and your balance sheet) right.

#HeSaidSheSaid #GrowthMindset #WealthBuilding #ModernDating #HighValue FinanceMindset DatingEconomics KnowYourWorth taken in Downtown Vancouver by @alowefinances

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6 days ago

The wealthy don’t talk about politics at dinner parties to make small talk. They talk about it because it’s the ultimate risk management.

There’s a persistent myth that high-net-worth individuals rise above political noise, focusing solely on their balance sheets as if wealth operates in a vacuum. The opposite is true. The most sophisticated minds in any room understand that politics is simply upstream of corporate law, tax policy, capital gains inclusion rates, and asset protection.

Saying you’re too busy building wealth to pay attention to politics is like ignoring the rules of a game you’re playing for millions of dollars.

Every single economic lever—from corporate tax structures to municipal zoning and fiscal policy—shapes the gravity of your financial universe. You can execute 80-hour workweeks, scale your enterprise, and optimize your cash flow, but a single legislative stroke of a pen can shift your tax burden overnight.
True financial sovereignty isn’t just about what your business generates; it’s about anticipating the macroeconomic chess board. High earners hustle for a paycheck. The truly wealthy master the system that protects it.

👉 Stop treating tax strategy and policy as an afterthought. DM me the word “STRATEGY” right now to book your 1-on-1 wealth session and insulate your capital from legislative shifts.

#WealthStrategy #election2026 #TaxPlanning #CanadianBusiness #WealthProtection taken in Downtown Vancouver by @alowefinances

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11 days ago

I said what I said.
Ask and you shall receive
Don’t say I didn’t warn you

#Thatswhatshesaid #honestly #financialplanning taken in Downtown Vancouver by @alowefinances

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11 days ago

You insured the Porsche, the penthouse, and probably your French bulldog. But what happens when the actual money printer breaks down?

Here’s an uncomfortable truth high earners hate hearing: a $500k salary doesn’t buy you an automatic upgrade in financial IQ. It usually just buys you a much faster way to go broke in style.

The most common trap I see among successful professionals is protecting the golden eggs while leaving the actual goose out in the cold. You insure the depreciating metal in your driveway, but if an injury or illness takes out your ability to bill hours next Tuesday, the entire empire folds like cheap lawn furniture.

Downside protection isn’t sexy until you actually need it. Until then, you’re just building a glass mansion on quicksand and praying it never rains.

Ready to fix the gaps in your financial structure? Comment “protect” or DM me and let’s review your complete wealth and asset protection plan.

#WealthStrategy #FinancialLiteracy #IncomeProtection #RiskManagement #HighIncomeEarner TaxPlanning WealthBuilding FinancialPlanning VancouverBusiness taken in Downtown Vancouver by @alowefinances

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12 days ago