50 Commercial Avenue, Suite 205. Ajax, Ontario L1S 2H5
7100 Woodbine A Suite 300, Markham ON L3R 5J2


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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.

What does investing look like to you? You are in fact giving your money to someone else with the assumption that they provide you with more in the future. There is a risk-reward trade-off. There are some important questions to ask yourself first.
Start with the end in mind. What is your end goal? Retirement? Education for your children or grandchildren? Leaving a legacy? Determining the end result is important before you choose your investment vehicle.

What are the fees associated with the investment? What benefits am I getting for the fees?

How much can I afford to risk? Can I afford to lose? What is my risk profile?

Do I need a tax strategy? How much am I paying in taxes and how can I save taxes?

Investments are an important factor in creating long-term financial stability. I work with clients from all walks of life, to help them determine the investment that makes the most sense. There is no such thing as a “one size fits all”. Like all my first meetings we will discuss in detail the different options and what best suits you.

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