About

As the president of Low Financial Services Inc., I am following in my father’s footsteps. He created the business over 25 years ago. With over 12 years of experience in the banking and financial industry, I have a lot of practical experience and knowledge to share. I focus on wealth building, health protection and life insurance. I like to start from the ground up, looking at your current budget and overall financial wellness. I pay special attention to what we can do now, to meet your goals later, as efficiently as possible.

As a Founder of the Rotaract Club of Muskoka, I focus a lot of my free time on volunteer work. I especially focus on supporting local women and children in our local community. This is very likely because I have a young family of my own. I believe children should be given every opportunity to succeed, right from the start.  

In the summer, you can find me camping throughout Ontario with my family. In the winter, we’ll see you on the slopes!

I have over 30 years in the financial services industry, focusing on holistic financial planning. I’m proud to hold the following designations:

• CERTIFIED FINANCIAL PLANNER™
• Chartered Life Underwriter®
• Certified Health Insurance Specialist™

In my free time, I enjoy learning new songs on the guitar. I started as an adult and have really enjoyed learning to play. It’s a great instrument, you can bring with you everywhere. It’s a lot of fun having people gather around, play, or sing a song, and get acquainted with one another. In the summer, you can find me sailing on Georgian Bay… guitar in hand at each anchorage!  

As an administrative assistant at Low Financial Services, with a focus on wealth administration, I am deeply committed to creating a smooth, efficient, and supportive environment. Although this is my second year in the financial services industry, I bring over 15 years of experience as an administrative manager. I’m known for my reliability, attention to detail, and proactive approach, which translates to seamless operations on Client wealth transactions.

Having been a Client of Madison’s before joining the team, I’ve personally experienced the positive impact of her professional advice, her guidance rooted in education. I strive to ensure Clients feel valued and heard while working toward their financial goals, just as my family did. It's extremely rewarding to see Clients know they are right on track to meet their goals, with holistic roadmaps in place, including wealth, and health and life insurance.

Outside of work, I ensure to do things that keep me energized and grounded. I embrace a healthy lifestyle centered around nutritious food and daily workouts. On weekends, you’ll often find me practicing yoga, hiking with family, camping during the summer months, or enjoying quality time during family visits. 

As a service associate with Low Financial Services, my primary focus on the team is handling all things life, health, and disability insurance related.

From initial application to life insurance claims upon a loved one’s passing, I strive to make these experiences as seamless and efficient as possible. Whether it's excitement around an insurance plan for a new home purchase, or grief over a death, I am here with the team to support and guide Clients.

Joining the team in May of 2020, I am a life insurance licensed, and bring fifteen years of experience to my role as a service associate. I am proud of my ability to build connections with Clients that help ensure I am providing the best service possible.

As an avid live music fan, I spend much of my free time attending or volunteering at concerts and festivals.

I’m Becky – though you might also see emails from Rebecca (same person, I promise!). I grew up in Alberta and now feel lucky enough to call Muskoka home, where I live with my husband and our two children.

As an administrative assistant at Low Financial Services, I focus on Client care. I handle calendar management, support day-to-day operations, and make sure Clients receive clear and timely communication. I pride myself on my attention to detail. Previous to maternity leave, I worked in various customer service roles within both the retail and insurance sectors.

Outside of work, you’ll usually find me spending time with my family, out for a walk, enjoying sunny days at a local beach or at the cottage with the family.

I look forward to speaking with you!

I’ve worked with Steve, and now Madison, for a combined total of eight years. With over 15 years in the financial services industry, I am proud to be a part of Low Financial Services Inc. Knowing that I am part of a team that helps Clients meet and exceed their goals is very rewarding. I’m dedicated to providing superior Client service and support every day. I’m an integral part of administrative support in the preparation and administration of our new insurance and investment accounts. I also manage the team’s calendar. That means if you haven’t heard from me yet… you will! 

In my free time, I enjoy spending time with my family; my husband, two children, and grandson. All while living and enjoying time outside in fabulous Muskoka!