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.

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. 
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.
I did not grow up wanting to be an insurance broker (especially since BOTH my parents were insurance brokers and I was a rebel), so I began a career selling real estate instead. Real estate was a fun career and I am grateful for the decade I spent in it, the people I met, and all the valuable knowledge I gained. But something changed for me a few years ago. My spouse and I bought a rural home south of Kemptville and I started to spend more time with my young family. This happens when you have no neighbours, parks or shopping nearby. Suddenly it was just us four palling around on our secluded piece of land and I was in heaven. This is the life for me! Now here’s the problem; the world of real estate is not kind to be a “Family Girl”, so I started to look into new career options…

INSURANCE!

Obviously my parents felt this would be a good fit for our family life and it jived well with my background of helping folks find the right home for their needs. I decided to take the leap of faith and follow in my parents’ footsteps and I’ve never looked back. I LOVE helping people achieve peace of mind with the products we offer. I’ve met some of the nicest people and my meetings often end in hugs- how lucky am I?!
There are many reasons that I am passionate about what I do at work…here are a few of them:
  • 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.
At the end of the day, I am most thankful to my Grandma Marian for instilling the importance of protecting yourself and your assets, no matter how rich or poor you are. We work hard to live the lives we do – it’s important to respect that!

Years in the Business

Our CEO celebrates 40 years in the business in May 2020!

Informative Workshops

Fred has hosted 120+ informative workshops, a number that will continue to grow.

Partner Companies

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.

Fred Bowie

Founder

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.

Sarah Bowie

Sarah Bowie

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

Kris Alary

Office Manager

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.

Jessica Deaken

Jessica Deaken

Client Relations

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.

Tracy Sun

Tracy Sun

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.

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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.”

Agnes

“Very knowledgeable and informative.”

Kathy

“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.”

Linda

Contact Us

We would love to hear from you!

info@bowiecanhelp.com

(613) 416-2020

300 Terry Fox Dr Suite 1000, Kanata, ON K2K 0E3

304 Colonnade Dr, Kemptville, ON K0G 1J0

By appointment only