Over the phone or in-person - note what's best for you when booking the appointment.
This is the initial fact finding meeting where our Tax Advisor can gauge the complexity of the case and advise you on what documents will be required/helpful to have and what to expect.
Our Certified Executor Advisors offer guidance to Executors. This will help you wrap up the Estate.
In person at our office, your home, or your favourite coffee shop
We'll review the income options for your RRSP that work best for you. We'll discuss possible tax outcomes and investment options in an easy to understand way and give you time to weigh your choices so you can make an informed decision.
We'll discuss the investment options for your TFSA, RRSP/RRIF, LIRA/LIF, and other Investment and Savings accounts.
If you're already a client you're welcome to book us here too - we look forward to catching up!
In person meeting at our office with a Tax Advisor.
If we have time we will complete your taxes on the spot and e-file it (paper copies are available too).
Visit our Tax Page for Tax Checklists and additional information: https://bowiefinancial.com
Phone or Zoom Appointment
We'll narrow down the income options for your RRSP that can work best for you and discuss possible tax outcomes and investment options in an easy to understand way. We always give you time to weigh your choices so you can make an informed decision.
Phone or Zoom appointment
Let's chat in general about investment options for your TFSA, RRSP/RRIF, LIRA/LIF, and other investment and savings accounts.
If you're already a client you're welcome book us here too- we look forward to catching up!
Phone appointment
A Tax Advisors will call you to discuss your return over the phone. Sometimes, tax returns are simple and can be done right over the phone.
Tax checklists and additional information can be found at bowiefinancial.com
Sarah is a Financial Advisor specializing in the needs of Retirees and planning for Estates. Certified Executor Advisor since 2018, she prefers to invest in options that offer security to her clients and transfer easily to their beneficiaries.
Year-round Tax Advisor with Bowie Financial Inc. Tracy is here to help with your income tax, OAS, and CPP questions all year. We specialize in helping retirees with their tax returns and concerns.
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