Estate Planning

Income Planning Matters: Ensuring a Secure and Comfortable Retirement
Income Planning for Summer Fun
Understanding the New Landscape: Bare Trusts in 2024
seg fund sheltered protection
The Modern Value of Your Investments
death benefit family protection
Understanding Death Benefits: A Comprehensive Guide
women and estate planning
Addressing Women’s Unique Estate Planning Needs: Ensuring Financial Security and Legacy
nutty families and beneficiaries
Families are like fudge – Mostly sweet with a few nuts! – Choosing an Estate Trustee
The value of having a retirement plan
The Value of Having a Retirement Plan
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!
Estate Administration Tax
Estate Taxes in Ontario: Understanding How Segregated Funds Can Help You Protect and Save Your Money for Your Loved Ones!
2022 Tax Time in Canada
It’s Time to Prepare for the 2022 Tax Year
Canadian beneficiary money gift
Check Your Beneficiaries!
alzheimer's dementia estate planning
Alzheimers & Dementia – Preparing your Estate, Before it’s too Late!
pacman EAT tax
Probate, what is it? It’s the Estate Administration Tax now!
We think Segregated Funds are Awesome! Here’s Why.
estate planning portfolio
25+ Estate Documents You Need to Put in One Place
What The Heck is a Seg Fund?
Decoding Financial Jargon
A Smart Way to Pay Less Tax Using Life Insurance
Holographic wills
We Hand-Wrote Our Own Wills
We Really Do Have Death Taxes!
If Anything Should Happen to Me…


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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