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Insuring The Kids

No one wants to go through the death of a child but for the benefit of the child, everyone should consider child insurance. There are two ways to do it; a child rider or a stand-alone policy, both with their own benefits to consider...
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Insurance GICs vs Bank GICs – Save on Taxes & Have Security with Your GICs?

Not all GICs are created equally. If you are looking for security in investments and are looking at GIC’s you should know that insurance GICs have important, additional benefits. From saving on your taxes when you are a pensioner, to being able to name a beneficiary who will be able to avoid costly probate (now known as the Estate Administration Tax – EAT tax for short, since it eats away at your investments), and more!...
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piggy bank overflow bowie financial tax return and refund in ontario canada

Income Tax Stories from our Clients – Jeff and Mary get a $13,674.00 Income Tax Refund with over $10,000.00 more to come!

Can we help you the way we assisted Jeff and Mary get back over $13,700.00 and Valerie's estate more than $18,600.00? Here are their stories Jeff and Mary Jeff and Mary decided to sell their condo and move to a retirement residence. They called Fred Bowie to discuss their income needs and wanted to make...
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Income Planning Matters: Ensuring a Secure and Comfortable Retirement

As you navigate the journey toward retirement or settle into this rewarding stage of life, effective income planning becomes crucial. Ensuring that you have a reliable and sustainable income stream is key to enjoying a comfortable and stress-free retirement. In this article, we'll explore the importance of income planning and provide valuable insights for those...
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Income Planning for Summer Fun

With summer on the horizon and the weather warming up, many of us are gearing up for vacations, outdoor activities, and family adventures. It's a season to savor life, make memories, and perhaps indulge a bit more.To fully enjoy your summer without compromising financial stability, having an efficient income plan is essential. In this article...
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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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