Since 1980, Fred Bowie, Ottawa born philanthropist, public speaker and CEO of Bowie Financial Inc., has been focused on helping people achieve their retirement and estate goals while maximizing tax efficiency. Our company is big on value and education; we love sharing up-to-date information about new tax rules, investment options, retirement income planning, life insurance, and estate planning with our community. We help manage TFSA, RRSP/LIRA, RRIF/LIF and other investment accounts with the security offered in GICs, Segregated Funds, and Annuities. We can even turn investments into guaranteed monthly income...like magic! Our clients enjoy the guarantees their investments offer them - a safety net can help you sleep well at night. At Bowie Financial Inc. we work with dozens of life insurance companies to offer coverage that is curtailed to client’s needs. Life Insurance provides needed income and helps pay for final expenses; some policies even offer living benefits and unique tax advantages. Critical Illness Insurance provides a tax-free lump sum payment upon diagnosis of covered serious medical conditions. The most common are cancer, stroke, heart attack, and Alzheimer’s disease/dementia. While Disability Insurance is also helpful in case of a loss of income. Need insurance? Bowie can help. We make estate planning easy! As Certified Executor Advisors (CEAⓇ) we guide our clients through the ins and outs of estate planning and settlement so they can set those worries aside and live for today. Tax efficiency is an important part of any Retirement and Estate Plan. We work closely with Sun’s Tax and Bookkeeping Services to offer the most up to date tax information and assist with our client’s tax needs all year round. We believe the key to a happy retirement is family, friends, and guaranteed retirement income.
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