Find a CEA

Eileen is currently an independent insurance specialist and consultant, working with her own clients and supporting other advisors on business development, pension commutation, or complex cases. 

Eileen has over thirty years of senior financial industry experience working within major Canadian insurance companies. As a successful Manager, Director, Assistant Vice President and Senior Consultant, she progressed in her career through roles in the key business areas of: information technology; marketing and communications; business development; product management and development; dedicating several years to large and corporate insurance case consultation for advisors. 

 Eileen is insurance licensed, completed the Canadian Securities Course, and has the Elder Planning Counselor and Certified Executor Advisor designations.  She has over fifteen years of experience in executive roles on boards and committees, from being the international chair of a systems users group to Secretary, Treasurer, Vice-President, and President roles on various boards. Her volunteerism has been dedicated to CEAN, community and charities for causes of poverty, the environment, the elderly and board member education.

Tracy has worked at Graham Mathew Professional Corporation since 2001.  Most of her focus is on personal and estate income tax.  She enjoys being able to work closely with her clients and to bring understanding to complicated situations.  Client service is a priority.  Read what her clients have to say  ...."I just want to take a minute to thank you for all your help with everything you have done for us. I know you are just doing your job but you go above and beyond to make people feel comfortable about the process and answer on going questions ." (DD) ..."Thanks again for the great service you give me" (VA)  " ....your judgement, thinking and wisdom are such a gift to us as clients and therefore like Mom and Dad we feel like we are your friend/neighbour who is being treated with such respect." (AB) .."Thanks for all your hard work, your efforts make our tax season very easy" (RM)

I am a professional and work with a strong group of fellow professionals that strive to exceed Clients expectations. My family and friends are my greatest compliment and are a measure of my success. We provide service excellence with Clients by providing comprehensive wealth management planning.

Currently employed as an Estate Planning Specialist at CIBC Wood Gundy. 

I specialize in advanced estate and tax planning strategies as well as family and business succession plans.  

Jessica is a lawyer with more than a decade of experience
assisting all levels of clients on a wide range of legal matters, specializing
in estate planning and estate administration. Jessica is the founder of Bortnick Law Office, a law firm providing legal services in rural Alberta. Jessica also provides legal services to clients in Edmonton and surrounding areas.

A Life, Retirement & Estate Guide since May 15, 1980, Fred has been helping responsible families, like yours, achieve peace of mind. Fred has spent his entire career with a front row seat to see firsthand the challenges facing today's families. As a result of what he has learned, Fred is in a position to help you and your family meet many of life's challenges. He has helped thousands of families reach their objectives in the areas of  Income Tax Planning & Preparation, Guaranteed Retirement Income and Estate Planning & Settlement.

Reach Fred by phone: 613-416-2020 or email: Fred@BowieCanHelp.com

Bowie Financial Inc. is an easy-going, family oriented, approachable company that believes in full, ongoing service for our clients and their families.  We know the importance of having good life insurance products and guaranteed investment products at any age and love to help our clients find the right fit- being a broker who works with dozens of companies has it's advantages!

After more than a decade as a successful realtor in New York State, Ottawa and North Grenville I decided to take the leap to work in our family business here at Bowie Financial Inc.  It's a good fit for me... I still get to work with people and advise them on complex transactions, but am now usually home in time for dinner with my family.  

We'd be honoured to have the opportunity to work with you and yours to develop financial strategies that focus on both short-term and long-term goals.  Investments, insurance, estate planning and taxes can seem daunting and make your head spin; let us show you the true value of the service we provide...PEACE OF MIND.

I am a funeral pre-planning specialist in MB and SK. I purposefully work to assist my neighbors, clients and friends in the Westman and Eastern Saskatchewan area. My years of experience in finance and now the funeral industry make me a helpful resource.