Lindsay E. Rowe, Investment Advisor, CIM, CFP

Q: What is the website?

https://nesbittburns.bmo.com/sean.trueland, https://www.bmo.com/privatewealth/pdf/pwsocialdisclaimer.pdf

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Collingwood, ON
Lindsay E. Rowe, Investment Advisor, CIM, CFP

She resides in Collingwood with her daughter, Kit. Lindsay keeps busy with her young daughter Kit, who brings much joy to Lindsay’s life.

Lindsay Rowe has over 23 years of financial industry experience and holds her Securities and Insurance License, along with her Certified Financial Planner and Chartered Investment Manager Designations. Lindsay Rowe is a Collingwood native, who has over 23 years of financial industry experience and holds her Securities and Insurance License. After graduating with an Economics Degree from Western Un

iversity, Lindsay started her career collaborating with Investment Advisors in 2002. She worked as a Practice Consultant with several major financial institutions including Merrill Lynch, Morgan Stanley, TD Wealth and BMO Nesbitt Burns, advising Investment Advisors on how to efficiently build and grow their practices. In 2022, Lindsay became a licensed Investment Advisor herself and is also a Chartered Investment Manager, and Certified Financial Planner. Lindsay works with clients and their families to design and implement personalized strategies aimed at preserving net worth, risk mitigation, enhancing income and setting long-term investment strategies. Lindsay proactively listens to clients and seeks to understand and appreciate their unique dynamics to help them pursue their goals and ease their concerns around wealth. She then works to connect the people, processes, and services that clients need, harnessing the extensive capabilities of BMO Nesbitt Burns. Lindsay is a Certified Financial Services Coach and Yoga teacher, plays women’s hockey, is an active runner and sits on various charitable committees throughout Simcoe County.

08/25/2026

Adding an adult child as a joint owner on your account might seem like a simple solution —
However joint ownership can come with consequences

08/11/2026

Sometimes the best investment you can make has nothing to do with money.

After a busy year, Kit and I recently packed up the tent, brought along our dog Pip, and headed north for a week of family time, fresh air and adventure.

We started at a Presbyterian Family Camp in Baysville, where we attempted our very first tent-camping experience. The plan was three nights… Mother Nature had other plans! After one very difficult evening, we decided that perhaps tent camping isn’t quite our thing, however I’m proud of us for trying! 😊Thankfully, my aunt came to the rescue and gave us a warm, dry place to stay in her beautiful home in Huntsville.

From there, we headed to Quebec for our annual visit to Chelsea to stay with some very dear friends. Kit was able to practice her French, while we filled our days with hikes, books, beach time, good conversations and plenty of time in nature. It was exactly the kind of reset we all needed.

As someone who spends much of my time focused on work, clients and the day-to-day demands of life, last week was a wonderful reminder that stepping away is important too. Time with the people (and dogs!) we love, getting outside, slowing down and simply being present is an investment in ourselves.

I’ve arrived home feeling grateful, refreshed and very lucky to have shared these memories with Kit and Pip.

Here are a few of my favourite moments from our adventure.

07/29/2026

Markets have been dealing with first one conflict; and, then, a second one over the past 18 months, and those two battles coalesced into a two-front war this week.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Making Smoot-Hawley Great Again 2.0.” http://spr.ly/6002BEsFcq

07/15/2026

The S&P 500 is back within 1% of its June 1st record high, rebounding from some mid-week wobbles on higher oil prices. The prospect of robust Q2 earnings results loom large.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “The Bad News Bulls.” http://spr.ly/6009BE3Mlb

06/16/2026

Money conversations can bring out strong emotions — especially in relationships.

06/10/2026

What an incredible day for our community!

I am so proud to share that the Young Professionals Committee raised over $11,000 in support of Hospice Georgian Triangle Foundation through the Hike & Bike event held on May 24. Our team finished among the Top 5 fundraising teams in Georgian Bay, and every dollar raised will help support the important work of hospice care in our region.

https://secure3.convio.net/hgt/site/TR/Events/General?pg=entry&fr_id=1160

A heartfelt thank you to everyone who donated, participated, volunteered, and cheered us on. Your support truly makes a difference.

The event brought together more than 650 participants and 150 volunteers, creating an amazing atmosphere of community spirit, generosity, and connection.

It was wonderful to see so many familiar faces and community members come together for such an important cause.

If you know a young professional in the Collingwood, Blue Mountains, Wasaga Beach, or surrounding area who is looking to get involved, build connections, and make a positive impact in our community, I’d love to hear from them. The Young Professionals Committee is always looking to welcome new members and broaden our reach.

Thank you again to everyone who helped make this event such a success. Together, we are making a difference.

05/20/2026

Earlier this year, I shared a post about my experience running sponsorship and corporate events at CIBC Wood Gundy in my mid-20s — including the opportunity to tour with Michael Bublé during one incredible chapter of my career.

Another unforgettable experience during those years was coordinating and hosting four events featuring Bill Clinton. Although he was no longer president at the time, having the opportunity to hear him speak, meet with him personally, and introduce clients and advisors to him was truly remarkable.

No matter your political views, his ability to connect with people, communicate ideas, and command a room was exceptional. It was an experience that left a lasting impression on me both personally and professionally.

Looking back, I’m incredibly grateful for the opportunities, mentors, and experiences that helped shape my journey and contributed to the career and business I continue to build today.

Sometimes we don’t realize in the moment, how much certain experiences will impact our confidence, perspective, and future path — but years later, you can clearly see how each chapter helped shape who you become.

05/18/2026

Research from independent asset managers continues to highlight something remarkable: women investors often achieve stronger long-term results than men.

05/13/2026

A couple of days late, but I still wanted to wish all the incredible moms out there a very Happy Mother’s Day! ❤️

To the moms raising children, the grandmas guiding generations, the moms of fur babies, and the women who nurture and support others every day — I hope you felt celebrated and loved this past weekend.

As a single mom, building a business and career while raising my daughter has taught me that success isn’t only measured by professional accomplishments. True success is also about being present, creating balance, showing up for the moments that matter, and staying connected to the people and values that ground us.

I’m incredibly grateful to have an amazing mom who has been a mentor, role model, and constant source of encouragement throughout my life. Watching her has shaped the kind of mother, woman, and professional I strive to be.

Being involved in my community, my church, and making meaningful time for my daughter will always be priorities in my life. At the end of the day, those relationships and moments are what matter most.

Feeling especially grateful this Mother’s Day for the three generations captured in this photo.

Hope everyone had a beautiful Mother’s Day filled with love, laughter, and time with the people who matter most.

PS. Yes, I am wearing extremely high heels in this photo, as my pants were way too long! My sweet mother is not shrinking! : )

05/06/2026

Markets continue to push higher, even as uncertainty stays firmly in the headlines.

In this edition of Weekly Strategy Perspectives, Carol Schleif takes a closer look at the risks investors are most focused on today, offering perspective on how to stay grounded amid strong market momentum and highlighting how thoughtful diversification, rebalancing, and long term perspective can help navigate periods of discomfort.

Learn more: http://spr.ly/6001BBrSNl

Address

401-115 Hurontario Street
Collingwood, ON
L9Y2L9

Website

https://nesbittburns.bmo.com/sean.trueland,https://www.bmo.com/privatewealth/pdf/pwsocialdisclaimer.pdf

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