Eastern Ontario's Financial & Estate Advisors
Estate Planning Can Help You
- Protect your investments
- Simplify your assets
- Pay less taxes
- Give money, quickly to your loved ones
Financial Advice Can Help You
- Protect your investments
- Grow your money
- Maximize your RRSPs & TFSAs
- Get income from your investments
Tax Advice Can Help You
- Understand your CPP & OAS options
- Prevent OAS clawbacks
- Save with pension income splitting
- Get more tax credits & deductions
MANY PEOPLE VISITING OUR WEBSITE FIND THESE DIRECT LINKS HELPFUL:
Investments with Guarantees
Investments that grow with the Market, while Guaranteeing your Deposits for your Estate. Secure and make the most of your TFSA, RRSP/LIRA, RRIF/LIF and other savings accounts. Segregated Funds, GICs, and Annuities.
Need Guaranteed Monthly Income from your investments? We can help with that.
Converting RRSPs to Income is our specialty.
Estate Plans that are to die for
You’ve built a Legacy - now let's secure it. Our Certified Executor Advisors will help enhance your Legacy with smart ways to get your Estate Plan organized and simplified. We stay up-to-date on the latest changes to Estate Administration requirements and help reduce Tax and Probate Fees in Ontario.
We assist Executors with Estate settlement and Final Income Tax returns.
As your lifestyle changes, so do your income taxes
We help with your Income Tax and Social Benefit Guidance for things like OAS, CPP, Disability Tax Credit, Caregiver Tax Credits, Senior Rebates, etc. We can help you apply for your DTC and apply the DTC to your income tax returns.
Bowie Financial has prepared thousands of Income Tax Returns for Ontario taxpayers. We keep our clients up to date on the latest changes to Income Taxes in Ontario. Our tax service is geared to meet the specific needs of Retirees and Seniors.
Insurance protects your family and income
We offer life insurance solutions for everyone. We can help you build an affordable plan to protect your family.
We also offer guaranteed issue life insurance options for those looking to leave something behind for their Estate.
Bowie Can Help you narrow down your life insurance needs and find solutions that meet them (and your budget).
CONTACT US
The Bowie Financial Office is located at:
Suite 3 - 100 Schneider Road
at the corner of Carling Avenue
Kanata North, ON K2K 2C1
Monday to Thursday: 10:00 AM - 4:00 PM
By Appointment Only
We offer in-person office, home, phone, and video appointments.
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