Resources & Financial Tools

Here you’ll find downloadable guides, calculators, printable pdfs, webinars and explainer videos. Our experts have put together the information and resources to make staying financially organized easy!

Questions? We’re always here to help.

  • TAX TIME CHECKLISTS 
  • THE 5 MINUTE SOLUTION
  • CALCULATORS 
  •   PRINTABLE PDFS 
  •  WEBINARS 
TAX TIME CHECKLISTS 

Checklists

These checklists will help ensure you have everything you need to submit your 2020 taxes.

General Tax Information Checklist

Use this form to get your tax documents organized.

Medical Expense Checklist

Use this form to track your medical costs.

Self Employed

This is to help independent contractors get their deductions organized.

Realtor-Self Employed Non Incorporated

Working from Home

Itemize the costs associated with working from home in 2020.  

Rental Property

Track your costs and reduce your overall taxes owing.

THE 5 MINUTE SOLUTION

The 5 Minute Solution

These quizzes and reports are part of our “5 Minute Solution” program.

The 5 Minute Solution
 WEBINARS 

Webinars

At Bowie Financial we want to make sure that you get the information you need when and where you need it. Sign up for our FREE webinars. More webinars coming soon!


Estate Planning & Settlements Resources

Estate Planning

Checklist

This checklist will help you assess the status of your estate plan.

25 Estate Documents you need to put in one place.

To help you get organized we have put together a list of important documents

Final Tax Bite

This calculator estimates your estate’s tax liability at death with no surviving partner.


Taxes, Investments & Income Resources 2021

Tax Benefits of an RESP

Use this calculator to see the tax benefits of investing in a Registered Education Savings Plan (RESP).

RRSP Tax Savings

Use this calculator to estimate the tax savings on your RRSP contribution

TFSA vs Taxable Investment

Use this calculator to compare

the growth of a TFSA to a taxable investment.

CPP Benefits – Early or Later?

This table compares the value of CPP benefits if you take them earlier or later.

Cash Flow

Use this calculator to track your household income and expenses.

RRSP Tax Savings

Use this calculator to estimate the tax savings on your RRSP contribution

Money Dates 2021

Marking your 2021 calendar is easy with our helpful Money Dates resource

Money Facts 2021

Getting organized is easy with our helpful Money Facts resource

RRIF Withdrawal Table

The table shows the RRIF minimum payout percentages for each age.


Life Insurance & Investments Resources

Money Facts 2021

Get organized for 2021 with our

Money Facts 2021 Cheat Sheet

25 Estate Documents you need

to put in one place.

To help you get organized we have put together a list of important documents

Final Tax Bite

This calculator estimates your estate’s tax liability at death with no surviving partner.

TFSA Quick Facts

Quick facts about Tax Free Savings Accounts, available in Canada providing tax benefits for saving.


CONTACT BOWIE

TWO LOCATIONS TO SERVE YOU

300 Terry Fox Dr Suite 1000

Kanata, ON K2K 0E3

304 Colonnade Drive

Kemptville, ON K0G 1J0

Monday to Friday: 9:30 AM – 4:00 PM

Due to COVID we are working by appointment only (no walk-ins please).

We offer in-person, phone, and video appointments.

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