Today we have 2 great guests on the show! Robert Lewkowitz and Shari Hall of Lewkowitz Financial.
Lewkowitz Financial has been chosen by Consumer Choice Awards as London’s top Financial Planning firm. Also, the firm was recognized as the best financial boutique in Ontario by Acquisition International magazine.
Robert Lewkowitz has been in the financial industry for over 30 years. He founded Lewkowitz Financial in 1996 in a heritage London home recognized by the City of London Heritage Department as “the gateway to the historic Woodfield Estates.”
Robert completed an Honours degree from the University of Western Ontario. He has an interest in serving clients with a personal and comprehensive approach, and really taking the time to understand clients’ individual and various goals.
Shari Hall is an Associate Advisor, supporting Robert with existing clients as well as welcoming new clients to our practice. Shari’s journey into finance began in 2008. She quickly learned that she would be of value by offering holistic advice for the long term in an advisory role.
Shari is also the Vice President, and one of the founding members, of Business Network International (BNI) Cornerstone Chapter in London.
In this conversation, we talk about community, as Lewkowitz Financial is a large supporter of The Coldest Night of The Year as well as helping other charities and community organizations. We talk about how they really create a positive culture within their company and with their clients. Their team spends a great deal of time on client education and look for ways to communicate for purposes other than investing.
“We have a personality minimum, not a dollar minimum”, says Robert.
Excited to bring you this episode!
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