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Assuris: Protection for Insurance-Based Investment Accounts

Understanding the Importance of Deposit Insurance: How Assuris Protects Your Investments

In today’s unpredictable world, many investors wonder if their investments—and the institutions holding them—are truly protected. While most Canadians are familiar with the Canada Deposit Insurance Corporation (CDIC), which safeguards certain bank deposits like GICs or savings accounts up to $100,000 in the event of institutional insolvency, fewer are aware of Assuris as an alternative … Understanding the Importance of Deposit Insurance: How Assuris Protects Your Investments Read More »...
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Insurance GICs vs. Segregated Funds Which is Right for You

GICs vs. Segregated Funds: Which is Right for You?

As we approach the end of the year, many are reviewing their financial strategies, and understanding the differences between Guaranteed Investment Certificates (GICs) and Segregated Funds is essential. Whether you're nearing retirement, planning for the future, or just looking for secure ways to grow your investments, it’s important to understand when each of these products … GICs vs. Segregated Funds: Which is Right for You? Read More »...
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Staying active in retirement

Stay Active and Healthy in Retirement: Your Guide to a Vibrant Life

Retirement marks the beginning of a new chapter filled with opportunities to explore, learn, and enjoy life. It's a bit of a paradox; while retirement is often seen as a time to relax, maintaining an active and healthy lifestyle is crucial to making the most of your golden years. Staying physically and mentally active not … Stay Active and Healthy in Retirement: Your Guide to a Vibrant Life Read More »...
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volunteering in retirement

The Joy and Benefits of Volunteering in Retirement

Did you know that a significant number of retirees choose to spend their golden years giving back to their communities through volunteer work? According to recent statistics, approximately 25% of retirees engage in some form of volunteering. This enriching activity not only benefits the community but also offers numerous personal rewards. Common Volunteer Positions for … The Joy and Benefits of Volunteering in Retirement Read More »...
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planning your golden years

Did You Know? The Impact of a Great Summer on Early Retirement Decisions

As the sun shines brighter and the days grow longer, many of us find ourselves indulging in the joys of summer—be it family barbecues, relaxing beach days, or adventurous road trips. But did you know that these delightful summer experiences can influence older adults to retire earlier? That’s right! A fulfilling summer can highlight the … Did You Know? The Impact of a Great Summer on Early Retirement Decisions Read More »...
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The Bowie Financial Office is located at:

Suite 3 - 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.

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