Lindsay E. Rowe, Investment Advisor, CIM, CFP

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

05/05/2026

Geopolitical tensions involving Iran and the Middle East conflict are still present and physical disruptions to energy markets remain.

As part of a continuing effort to help clients navigate geopolitical tensions, BMO will present a bank-wide digital event, “Middle East Conflict: Reading Market Signals About Risks,” with BMO experts Mike Miranda, Randy Ollenberger, Doug Porter and Katherine Krantz.

Register to hear the discussion that will center on market signals, cross asset linkages, and what financial conditions are telling us about growth, risk appetite, and resilience: http://spr.ly/6000BBrA1G

05/04/2026

Your degree opened doors, now it’s time to build the financial confidence to walk through them.

From managing student debt to building credit and starting your savings journey, the financial habits you form now can shape your confidence and opportunities for years to come.

Read the full checklist to help you start strong: http://spr.ly/6000BBM4Mr

04/29/2026

As markets reflect high expectations, where is the market aligned, and where might opportunities still be emerging? Carol Schleif, Chief Market Strategist at BMO Private Wealth, weighs in during her discussion with TheStreet: http://spr.ly/6040BBMoEA

04/08/2026

A modestly positive year for well-diversified investors remains on the table. Historically, it hasn’t paid to underestimate the resilience of capital markets.

Brent Joyce, BMO Private Wealth’s Chief Investment Strategist, discusses this and more in the latest BMO Nesbitt Burns Global Markets Commentary, “Solid start interrupted, not derailed (so far).” http://spr.ly/6001B6URic

03/31/2026

The longer the conflict goes, the greater the economic damage. We suspect that the initial impact will land much more heavily on inflation than growth.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “It Ain’t Over ’til It’s Over.” http://spr.ly/6004B6gaQq

03/11/2026

The conflict with Iran has abruptly changed the economic outlook, with crude oil prices vaulting more than 35% in the past week to above $90/barrel.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Life During Wartime.” http://spr.ly/6005B661GU

03/09/2026