The Secret to a Happy Retirement is Friends, Family and Guaranteed Income!
Financial planning, insurance and wealth management
for seniors and retirees in the Ottawa area.
Do you know the 18 risks we all face in retirement?
Learn ways to keep Government out of your pocket
What are your biggest fears in retirement?
What we Do
We help manage your retirement and estate risks with informed financial and insurance solutions.
Estate planning & settlements
Bowie Financial offers a professional service that assists executors in handling the multiple responsibilities of estate settlement after the death of a loved one. We will assist you in both Estate Planning or Settlement.
Life insurance & investments
As a brokerage, we aren’t beholden to one company. We shop around to get you the best return on investment for your hard earned dollars and help you protect your family from any sudden loss.
We believe in good, old-fashioned, friendly and efficient service that our clients have come to rely on. We are committed to providing you with the advice, investment tools and ongoing service that you deserve.
Tax preparation for seniors
Bowie Financial has prepared thousands of reviews and evaluations for senior taxpayers, to determine potential tax savings.
Our tax service is geared to the specific needs of retirees and seniors living in Ottawa and the National Capital Region.
See what our clients have to say
“I’ve been a client with Fred for over 25 years, always there to answer questions.”
‘Very knowledgeable and informative.”
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