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Financial Planning

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Client Testimonials

Bonnie Fowler is as refreshing to the insurance industry as breakfast television is to morning news show / weather. She gets back to the customer in a short amount of time and it’s always verbal, not a computer machine run around. I’m very satisfied with Bonnie’s performance.

David P.

My husband and I had the pleasure of meeting Bonnie Fowler in 2016. We found her very approachable as well as empathic to our needs. She clearly had our best interest throughout our insurance needs. She is honest, direct in a gentle and caring way. Today we consider Bonnie a friend and someone we can reach out to anytime. We know she will be available for us to guide us through any of our needs.

Christina T.

Bonnie is a professional in complete command of her services. She quickly and completely explains each product in which you might have an interest, and intuits and suggests others of which you might not be aware but which might benefit you. She is straightforward and prepared – as well as patient and genuinely interested in not only your situation, but the best possible outcome for you, as the client.


“Bonnie provided my wife and I with clear and concise advice on planning for our insurance needs when purchasing a home. A pleasure to deal with, and I would highly recommend her services.”

Patrick M. & Jessica A.

“I have been in this industry for over 33 plus years and in my special and unique journey in helping Canadians as a financial planner, I have met only a handful of advisors that truly exemplify integrity, professionalism and transparency., Bonnie Fowler is one of those advisors! She will never offer advice that she herself wouldn’t do for her own family ! I am privileged and honoured to call her my friend and colleague!”


“Bonnie has a very high level of enthusiasm and thoroughness in her work with clients. Bonnie leaves no stone unturned in her efforts to ensure a client’s financial planning needs are met. She seeks out the best products and services and makes sure her clients are looked after now and in the future.”

Scott E.

As a Certified Financial Planner®, I set you up for success by evaluating your current financial situation.  I work with you to understand your personal goals and needs and together we create your personal investment and risk management plan. Being a Certified Financial Planner® means that I look at your finances from a big-picture perspective and analyze your needs based on your current circumstances.

I follow a 6 step process with all my clients:

Step 1 – Identifying your financial objectives and goals.
Step 2 – Gathering your personal and financial information
Step 3 – Analyzing the information
Step 4 – Developing and presenting a plan
Step 5 – Implementing the financial plan
Step 6 – Annually reviewing your plan.

I have been in the financial services industry for more than 16 years and have held my Certified Financial Planner’s® designation since June 2010. My CFP® designation and my years of experience demonstrate that I am qualified in financial and investment planning. I have the knowledge, skill, experience, and ethics to provide you with financial planning strategies and solutions no matter how complex your individual requirement may be.

As an independent I do not represent one company. I work for you. It is my job to understand your options and find you the best products with reputable companies that match your specific financial goals. I provide you with scenarios using different products enabling you to make an informed decision.

When choosing your financial planner, a CFP® designation is your assurance that they have the qualifications set forth by the Financial Planners Standards Council. It is your responsibility to choose a reputable planner and looking for the CFP® designation is your assurance that you are dealing with a professional that adheres to the rules and guidelines set forth by the Financial Planning Canada Standards Council. For more information see http://www.fpcanada.org/.

If you are looking for personal, catered service with an independent broker who will take the time to provide you with sound solutions, contact me via email or give me a call to set up an appointment. We will discuss your options and develop a plan that is right for you.

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