Find a CEA

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.  

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.

Working with families and business owners with a focus on retirement and estate planning. Comprehensive financial planning and portfolio construction are used to achieve goals without taking unnecessary risk. Trusts are used to address a wide variety of client needs.

Allison joined the Gallery Wealth Management team in 2012. She is responsible for keeping the office running smoothly and supporting her team. What Allison likes most about her role is meeting new people and constantly learning in an always changing industry. Her attention to detail, commitment to clients and honest, reliable qualities are noteworthy strengths.

Allison is a Certified Executor Advisor. This unique service compliments the areas of expertise provided by the other team members at Gallery Wealth Management. A Certified Executor Advisor (CEA) is an accredited specialist advising Canadian executors using a team-oriented networking approach. Where will you turn for help when you take on one of the most challenging roles of your life, on short notice?

Allison’s interests are deeply rooted in the community. With 20 years experience in Taekwondo, she is a 5th degree Black Belt and spent 10 years running the Morden Taekwondo Club and refereeing with the Canadian Taekwondo Referee Team. Allison has retired from instructing Taekwondo & refereeing order to dedicate more time learning important aspects of the business and spending more time with family.

Allison is married to Reg and she has two children and two grandchildren. Allison and Reg love photography and taking their own photos. She enjoys being outdoors, gardening and travel. She was born and raised in Morden, Manitoba and loves giving back to the community. Allison volunteered coaching many sports as her children grew up, she was with the Morden Corn & Apple Festival for 17 years, volunteers with the Jr. Achievement of Manitoba program and is the chairperson of the Morden Area Foundation.

About Patrick Briscoe, founder of Bayswater Wealth Management

Since 2012, Patrick’s main focus has been holistic financial advice for his clients – considering all aspects of their financial picture. From education savings to retirement planning, Patrick assists individuals in making calculated steps towards their financial goals. And he does so in a friendly and common-sense manner that is easy to understand.

Patrick holds an Honors BA in Social Justice & Peace Studies and Political Science from Western University, a Bachelor of Education (U of T), and is a member of the Responsible Investment Association and Rotary International.

Patrick’s dedication to social justice goes beyond the office and socially responsible investments. He has participated in various humanitarian initiatives, including free educational summer camps for children in Jamaica, a month-long food security delegation to El Salvador, among others.

When not at the office, Patrick is spending time with his wife Rita and their children. He has the travel bug and also enjoys skiing, scuba diving, and learning new hobbies.

Many farm families are concerned about keeping their farm
in the family, paying too much tax, and how to fairly compensate their
off-the-farm kids.  Other challenges arise when someone is requested to act as executor.
My team will work to deliver customized solutions, giving you peace of mind your kids will be treated
fairly, taxes payable will be minimized, and your farm will be kept in the
family. We will work proactively with you to plan ahead and help you act as executor when the time comes it's asked of you.

Estateably is an estate administration software platform that empowers executors to settle estates faster, while maintaining strict legal and regulatory compliance.