At Bowie Financial Inc. we believe that everyone deserves solid advice and friendly, on-going service for your tax, estate planning, investments, and life insurance needs all in one place! We have an all-encompassing team that works for you – with an Accounting Department, Certified Executor Advisors on staff, and a Life Insurance & Investment Brokerage; we hope we can be your “one-stop-shop”.
Imagine…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. Need Monthly Income? To be successful in Retirement you need Guaranteed Monthly Income to cover your costs: Bowie Can Help.
It’s more than simply having a Will and you don’t have to be “Daddy Warbucks” to have an Estate… You’ve built a Legacy; Bowie Can Help Secure it. That’s why we have Certified Executor Advisors on staff to enhance your Legacy with smart ways to get your Estate Plan organized now; before you die. We stay up-to-date on the latest changes to Estate Administration Tax/Probate in Ontario and educate our clients on the best practices for intergenerational Wealth Transfer. We also offer professional services that assists Executors in handling the multiple responsibilities of Estate Settlement after the death of a loved one.
Tax Efficiency and Social Benefit Guidance
The government complicates things, we simplify them. Bowie Financial Inc. has prepared thousands of reviews and evaluations for Canadian taxpayers, to determine potential tax savings; while keeping our clients up to date on the latest changes to Income Taxes. Our tax service is geared to the specific needs of retirees and seniors, however we are here to help every age group.
Life Insurance Solutions for Everyone
Understanding the ins and outs of legacy and income protection plans can be complex. Life insurance options are not easy to comprehend…unless you’re a pro at the “jargon”. People have so many questions. How much insurance do we need? Will I even qualify? Can we afford this? Can we afford NOT to do this? Bowie Can Help you narrow down your life insurance needs and find solutions that meet them (and your budget).
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