Protect Your Estate for Your Loved Ones
Are You an Executor Who Needs Guidance? We are Certified Executor Advisors.
Bowie Can Help with Estate Planning & Settlement
You Deserve An Awesome Retirement!
Now is the Time to Protect & Grow Your Money.
Bowie Can Help Protect Your Investments
When Should I Apply for CPP & OAS Income?
Learn More About the "Old Age Security Recovery Tax".
Save Thousands of Dollars with Pension Income Splitting!
Are You Taking Advantage of All Available Income Tax Credits & Deductions?
Bowie Can Help You be Tax Efficient
Welcome to Bowie Financial! We believe that everyone deserves solid advice and friendly, on-going service for your tax, estate planning, investments, and life insurance needs. We have an all-encompassing team that works for you – with Financial Advisors, Tax Advisors, and Certified Executor Advisors ready to help you. We invite you to watch this quick video about who we are and how we can help.
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).
The Bowie Financial Office is located at:
300 Terry Fox Dr Suite 1000
Kanata, ON K2K 0E3
Monday to Thursday: 10:00 AM – 4:00 PM
Due to COVID we are working by appointment only (no walk-ins please).
We offer in-person, phone, and video appointments.
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