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What Are The Most Common Social Benefit Questions People Ask As They Go Into Retirement?

What Are The Most Common Social Benefit Questions People Ask As They Go Into Retirement?
Q and A with Tracy Sun, our Senior Tax Advisor, and Sarah Bowie, President of Bowie Financial Inc. ...
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We think Segregated Funds are Awesome! Here’s Why.

Whether your retirement is years away or just around the corner, it’s important to ensure your investments reflect your goals and risk tolerance...
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We Really Do Have Death Taxes!

Do you own property in the U.S.? Do you own property on which you’ve been claiming depreciation? Do you own anything that would produce a capital gain if you sold it? Do you own a business? Do you have an RRSP, RRIF or other registered accounts? If you answered “yes” to any of these questions...
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Holographic wills

We Hand-Wrote Our Own Wills

Maybe you’ve asked, “Can I write my own will?” We are not lawyers, but here’s what we know... It’s okay to write out a will by hand in many provinces, including Ontario, but all of it must be in your own handwriting. You must also sign it...
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DTC - Disability Tax Credit - Eligibility Expansion

Unlocking the Benefits of the Disability Tax Credit – DTC Eligibility Expansion

We have important updates for you about the Disability Tax Credit (DTC), a non-refundable tax credit designed to reduce the income tax that individuals with physical or mental impairments, or their supporting family members, may have to pay. What's New with the DTC? The Canada Revenue Agency (CRA) has expanded the list of eligible impairments...
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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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