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If Anything Should Happen to Me…

While waiting for surgery, Uncle George realized that Aunt Grace might not know about everything that needs to be done if he dies, so he made her this list of things she should do if "anything should happen to me". Before you tell anyone - Clean out our safety deposit box and joint bank accounts...
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First time home buyer - HBP or FHSA

How to Take Advantage of the HBP or the Newly Launched FHSA!

The Home Buyers' Plan (HBP) and the Tax-Free First Home Savings Account (FHSA) are both government-funded programs designed to help Canadians save for their first home. The HBP allows Canadians to withdraw funds from their Registered Retirement Savings Plans (RRSPs) to buy or build a qualifying home for themselves or a related person with a...
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How to Get Income Out of Your RRSPs

Roger and Linda, like many Canadians, have saved for years for their retirement. They took advantage of RRSPs and now have a substantial amount of savings. As Roger will turn age 71 this year, they need to decide on the best strategy for using their RRSPs for their retirement income needs. ...
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success

How to Achieve Financial Success

How to Achieve Financial Success It is possible for just about everybody to achieve financial success. Getting there is usually not a matter of financial wizardry. By following some basic principles, you can make your financial dreams come true.  Set Objectives Goals setting is the foundation of achieving financial success. If you don’t have a...
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retirement years tax efficiency help

How Can Being Tax-Efficient Help You in Your Retirement Years?

As a retiree living in Ontario, it's important to have an efficient income plan that maximizes your retirement savings while minimizing taxes. And the key to achieving this is through strategic tax and investment planning. Firstly, let's take a look at taxes. As a retiree, you may be subject to various taxes such as income...
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CONTACT US

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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