Estate Planning

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