Bowie Financial

 
  • Consultation or Meeting

    If you are already a client and need to speak with your representative at Bowie, or you don't know where to start, choose this.

    30 minutes
  • Estate Planning & Settlements

    Bowie Financial offers a professional service that assists executors in handling the multiple responsibilities of estate settlement after the death of a loved one. We will assist you in both Estate Planning or Settlement.

    60 minutes
  • Income Planning

    We believe in good, old-fashioned, friendly and efficient service that our clients have come to rely on. We are committed to providing you with the advice, investment tools and ongoing service that you deserve.

    60 minutes
  • Life insurance & investments

    As a brokerage, we aren’t beholden to one company. We shop around to get you the best return on investment for your hard earned dollars and help you protect your family from any sudden loss.

    60 minutes
  • Tax preparation for seniors

    Bowie Financial has prepared thousands of reviews and evaluations for senior taxpayers, to determine potential tax savings. Our tax service is geared to the specific needs of retirees and seniors living in Ottawa and the National Capital Region.

    60 minutes
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