Bonnie Fowler CFP®, CFDS
Financial Planner / Insurance Agent / Mortgage Agent / Divorce Coach“My smile is my logo. My personality is my trademark. My business ethic is my mission statement. Add in humour, integrity, and a bit of sass… you have me! REAL is the only way I know how to be!!!”
My Credentials
I have over 16 years of experience in the financial industry.
Following is the list of my credentials:
- Certified Financial Planner®
- Chartered Financial Divorce Specialist
- Certified Family Mediator
- Life Coach
- Licensed Life Insurance Agent
- Mortgage Agent
INTEGRITY
Honesty is the best policy, even when the truth can be a bit tough to hear. I have a no-nonsense approach to all that I do, and this is often the part of my services you come to appreciate the most. As clients, you don’t ask questions to get fabricated responses. I am here to weigh out the pros and cons of your current situation and tell it to you straight.
CONNECTION
One tool in any person’s success is their ability to connect with their clients. All too often we are faced with the challenge of working with people that have different values, ideas, opinions, and way of doing things. To be the most effective at any role in working with clients, I felt that equipping myself with the right tools was necessary. I think every one of my clients deserves to work with someone who is able to learn and adapt to their unique circumstances.
COLLABORATION
Following the simple theory that if we break our leg we go to a doctor, when you need help with something that you don’t specialize in, you find someone that does. I have a complete team, everything from the ground up. This includes but is not limited to: Accounting and Tax Specialists, a Wealth Advisory Team, Insurance Specialists, Legal and Mortgage Expertise. No case is too complex, I will never pretend to know it all, but I do know where to get the correct answers. As my client you will have access to specialists in every area of finance.
November 2009 is when this was taken. This car accident changed my life.
I was a single mother with a daughter in University and I had chosen not to purchase disability insurance. I thought there were more important things…… It took me years to recover financially.
I’m embarrassed to say I was also a licensed insurance agent at the time. It’s not just my client’s experiences I learn from.
For that reason I have put together a presentation on disability insurance for the self employed. Everything you need to know about disability insurance.
I spent almost 2 years in and out of bed after this accident. I was told that I would never be the same. That was so true – I came back even better!
I love my business because it follows my core belief – helping others become the best they can be.
I love sharing my experiences with others.
Public speaking is another passion. Once you get to know me you’ll know I love to talk. If one person benefits from my knowledge my time spent with them will have been worth it.
Working with Dr Jimmy Fang saved my life and got me out running again after my car accident. It has become a passion.
Running Room has allowed me to share my love of running by allowing me to be part of their “Learn to Run” program.
The opportunity to share my love of running with others is just plain FUN!
Running and Triathalons for Charity have become a huge part of my life.
It is a way to use my passion to support others.
I believe it is not just important but also my duty, to share and pay back all the goodwill l have received from others.
I am proud to be the Shopper’s Drug Mart Ambassador for the Run for Women.
