We are a family that helps your family!
The Bowie family has proudly served our community since 1980. We thank you for your continued support.
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!
40
Years in the Business
Our CEO celebrates 40 years in the business in May 2020!
120
Informative Workshops
Fred has hosted 120+ informative workshops, a number that will continue to grow.
20
Partner Companies
As a brokerage, we have access to over 20 companies, offering you a wide selection of solutions.
Meet the Bowie Team
FRED BOWIE
Founder of Bowie Financial
SARAH BOWIE
President of Bowie Financial
JESSICA DEAKEN
Client Relations
TRACY SUN
Taxes & Bookkeeping
KRIS ALARY
Investment and Insurance Advisor, PFA, CEA
Sarah Bowie
President of Bowie Financial Inc. and Certified Executor Advisor
Securing investments, planning estates, and tax efficiency are topics I love to discuss with our clients… and really anyone that will listen! Bringing a fresh, practical approach to these tough topics through easy to understand solutions is my focus.
So far these are the things my parents brag about 😉
- I have two lovely children, a supportive spouse, a big brown dog, and two cats.
- We live in an old house in the country, we are gardeners, and handy around our home.
- I was a Realtor from 2006 – 2017 (in Ontario and New York).I became a Licensed Financial Planner in 2017 to follow in my parents footsteps.
- I’m a Director for the Ottawa Chapter of CARP and involved in our School Council.
Tracy Sun
Tax Advisor and Bookkeeper
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.
Kris Alary
Investment and Insurance Advisor, PFA, CEA
Professional Financial Advisor 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
Graphic Design, Brand Management, and Client Care
My background is in Fine Arts, Graphic Design, Admin, Coaching, and Marketing. Currently studying for my LLQP license in my spare time to be of more service. I’ve had my LLQP license in the past and let it lapse, thinking I never wanted to do this kind of sales again. Well it turns out I was stressed out with the sales of it because of the lack of available knowledge and products at the company I was at, I left that company due to stress and didn’t look back.
At Bowie Financial Inc. we are a transparent brokerage, with the ability to get our clients what truly is best for them! Not some one-size fits all box of available products and I love that, so much so I am studying all over again to get my LLQP license again so I can be of more service in Life Insurance and Investments.
I am a mamma to three wonderful kids, a bunch of awesome smarty pants. We love technology and computers, love to keep up-to-date with trends, and are forward thinking. Manifestation, Law of Attraction, Mindset/Neuroplasticity are my jam!
CONTACT BOWIE
The Bowie Financial Office is located at:
100 Schneider Road
at the corner of Carling Avenue
Kanata North, ON K2K 2C1
Monday to Thursday: 10:00 AM – 4:00 PM
By Appointment Only
We offer in-person office, home, phone, and video appointments.
Copyright © 2023 Bowie Financial. All rights reserved.