Investments that grow with the Market, while Guaranteeing your Deposits for your Estate. Secure and make the most of your TFSA, RRSP/LIRA, RRIF/LIF and other savings accounts. Segregated Funds, GICs, and Annuities.
Need Monthly Income from your investment? We can help with that.
You’ve built a Legacy – now let's secure it. Our Certified Executor Advisors help enhance your Legacy with smart ways to get your Estate Plan organized and simplified. We stay up-to-date on the latest changes to Estate Administration Tax/Probate in Ontario to best serve you.
We assist Executors with Estate settlement and Final tax returns.
We help with your income taxes and social benefit guidance for things like OAS, CPP, disability tax credit, caregiver tax credits, Senior rebates, etc. We can help you apply for your DTC and apply the DTC to your income tax returns.
Bowie Financial has prepared thousands of returns for Ontario taxpayers. We keep our clients up to date on the latest changes to income taxes in Ontario. Our tax service is geared to the specific needs of retirees and seniors.
We offer life insurance solutions for everyone. We can help you build an affordable plan to protect your family.
We also offer guaranteed issue life insurance options for those looking to leave something behind for their Estate.
Bowie Can Help you narrow down your life insurance needs and find solutions that meet them (and your budget).
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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