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.
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.
I have worked for Access Credit Union for almost 7 years now. Started as a MSR and then moved up to an FSR role
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.
TheChange Manager Inc. has been developed to assist clients in addressing some of the issues seniors or their families may encounter over time. We bring experience and professionalism to every situation and will customize our support to meet your individual needs. The Change Manager Inc. helps families successfully Plan, Prepare and Communicate their wishes.
Randy has lived and worked in Westman his entire life. He graduated from the Business Administration program at ACC and soon after began a 35 year career in the Manitoba credit union system. During that time and since his retirement in 2016, Randy has been active on a number of community boards and service clubs such as Lions, Kinsmen, the Brandon Area Community Foundation and the Brandon Chamber of Commerce. He also served on the boards of Credit Union Central of Manitoba and the Co-operative Development Foundation of Canada and currently is on the board of Westman Immigrant Services.
Since 1986, Jeff has been a full-service financial advisor dually licensed for mutual funds and life insurance. His expertise is custom investment plans, pensions, estates, and personal income tax. He is also an Elder Planning Counselor. Please see www.bryce.ca for more information and testimonials from clients.