Protection. Progress. Prosperity.
Our investment approach focuses on key principles and strategies. One of the key principles is our personalized and customized approach to meet the needs of our clients through quality products and client service; and, we do not believe in locking our clients into any term investment. We believe clients should be able to move investments from one firm or bank to another without penalties or fees. We are active management fee based advisors.
Services: Estate Planning, Active investment management (registered and non-registered accounts), Insurance (life, health, critical illness and disability) and investment tax advice.
Peter Bertrand, B.A., MSc.Ed., CPCA, CEA
Worldsource Financial Management Inc.
W.R.(Bill)Black CExp, CIM, CFP, CEA, EPC, Providing financial advice to Business Owners and their families for 25years. The team at Black Financial helps clients maximize opportunities of business ownership with their exclusive Wealth Management Plan for Private Business Owners. Bill helps Clients develop Business Exit Strategies and Estate plans.
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)
After 23 years in retail banking and 16 years in the mutual fund/financial planning business I have developed and now focus on providing retirees and the soon to retire sector with the tools and advice not generally provided by the majority of financial advisors. Retirement represents a quantum shift in a person's thought process and assumptions that worked in the accumulation years can be deadly to a person who is living off their investments in their retirement years. Added to this are quality of life and planning for death issues that the young never consider. These should be your golden years but without planning they can simply be the stressful years. I work to help clients eliminate the stress of retirement by providing clarity for their retirement years and supporting them with the information they need when confronted with life altering events.
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.
Providing Professional Executor and Estate Advisory.
We help people settle estates easily and transfer wealth privately in a tax efficient manner. Contact us today: http://estate.prolaunch.ca
Currently employed as an Account Executive serving GTA west for Empire Life. Formerly a Financial Planner. Life Licensed as well as completed my Canadian Securities Course. I have also completed my CFP, CLU and CSH designations.
I specialize in advanced estate and tax planning strategies as well as family and business succession plans.
As a Financial Advisor providing investment and insurance products that build and protect a clients wealth and health, I know that proper preparation of the final stage of one's life is extremely important. How do I structure my estate to avoid family conflict when I am gone? Who would be my best Executor and why? Who is going to guide my Executor through probate? How do I avoid excess taxes, excess probate costs and undo burden by family to sort my estate?
These are all questions that need concrete answers while one is in a strong wealth and health position. As a Financial Advisor, I work with my clients to provide this piece of mind well before the client enters the later stages of life. I work with the client and their chosen Executor together, assuring the Executor fully understands their role when the time comes. This upfront work can also protect the Executor from newly implemented laws of responsibility that forces accountability on the Executor, personally!
I build wealth for my clients with investment products, I protect the health of my clients with insurance products and I protect the legacy of my clients with an organized pre-planned transition as they leave this world.
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
I'm an easy-going, family oriented, approachable advisor that believes in full, ongoing service for my clients and their families. I believe in the importance of having good life insurance products and guaranteed investment products at any age and love to help my 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. I'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 me show you the true value of the service I provide...PEACE OF MIND.