We are a family that helps your family!
The Bowie family has proudly served our community, ensuring everyone makes the most of the time they have.
The Bowie Financial Story
Written by Sarah Bowie, President of Bowie Financial Inc.
As the boys grew older and came into a sense of adventure (let’s be honest…they were rowdy risk-takers), Grandma realized that she could not afford it if something awful happened to one of them. In the event such a tragedy struck their family, she wanted to be sure that she would be able to bury them with respect, so she made them all pay for a small life insurance policy in respect of one another. Richard, their insurance broker, would come by monthly to pick up their premiums, share his knowledge and most importantly; check in on the family.
- I get to know our clients and their kids (sometimes they bring in candy),
- We help people feel less stressed out about tax efficiency and estate planning, and
- We offer guarantees on the investments/insurance we sell to help folks sleep well at night.
Years in the Business
Our CEO celebrates 40 years in the business in May 2020!
Fred has hosted 120+ informative workshops, a number that will continue to grow.
As a brokerage, we have access to over 20 companies, offering you a wide selection of solutions.
Who We Are
The Bowie Team
Good people doing good things, for even better clients.
Before I was born my dad, Fred Bowie, began his career selling life insurance. This was his calling. He came from a poor family (rich in love) and learned the value of life insurance early in life. It may not be the “value” you are thinking of… Marian, my grandmother, became a single mom in the 60s- not ideal when you are raising 6 boys (especially in the 60s). She worked hard as a secretary and the boys went to work early in their lives to help out. As the boys grew older and came into a sense of adventure (let’s be honest…they were rowdy risk-takers), Grandma realized that she could not afford it if something awful happened to one of them. In the event such a tragedy struck their family, she wanted to be sure that she would be able to bury them with respect, so she made them all pay for a small life insurance policy in respect of one another. Richard, their insurance broker, would come by monthly to pick up their premiums, share his knowledge, and most importantly; check in on the family. He truly cared about this family and it showed. A bond was created and from a very young age my dad, Fred, knew he would grow up to be an insurance salesperson to help others achieve “peace of mind”. I love this story because it’s true and really shows the true value of insurance products… peace of mind.
President of Bowie Financial Inc.
Money, Life, Insurance, Estate Planning, how boring!
Bringing a fresh practical approach to these tough topics through easy to understand solutions is my focus. The experience of working as a licensed realtor and property manager for a decade prior to embarking on my career in financial and estate advising allows me to provide my clients with a wider scope of solutions. It’s about connecting with the people you are trying to help and working together to find the right plan for their unique lifestyle.
Sarah is a Certified Executor Advisor and working towards PFA
Kris Alary, Office Manager, Investment and Insurance Representative for our Kanata location. Also a sitting member on the Ottawa Chapter Board for Certified Executor Advisors Network, expanding on the helping hand and preparations to Executors and families. Has been honoured to Service and Advise Clients for the past half-decade. Performs a tireless effort to help and empower clients to achieve Financial & Legacy Freedom.
Graphic Design, Client Relations, and Team Support at Bowie, fully immersing myself in the insurance and investments side of things and flowing into the role of sales associate.
Taxes & Bookkeeping
Tracy has over 15 years of accounting and tax experience, including Personal Income Tax, Estate Tax, HST, GST, Audits and Returns. Not only does Tracy help clients with taxes, but also offers tax efficiency planning for all of life’s stages. Beyond being a wealth of knowledge; she is very helpful, coaching and educating clients so they are always well prepared. Tracy is a Certified Executor Advisor – this comes in handy when helping with estates.
Tracy loves to help small businesses get started and set up properly and watch them flourish.
Our Clients Are Like Family
We have the best clients! We are forever grateful to them and appreciate their trust in us. The Bowies have been helping families and individuals meet their retirement goals and reach financial freedom since 1980.
“I’ve been a client with Fred for over 25 years, always there to answer questions.”
“Very knowledgeable and informative.”
“Sarah Bowie is extremely knowledgeable in all aspects of financial planning and estate planning and processing. She listens and ensures you understand all the ins and outs of some very complex issues. She is a delight to deal with and will always find time for you.”
We would love to hear from you!