Brian Bowes,
CPA, CFP®, CIM® Branch Manager, Portfolio ManagerPhone: 416-581-0081 ext. 201
Brian is Branch Manager and Senior Portfolio Manager, and Founder/Senior Partner of Bowes Wealth Management. As a Chartered Professional Accountant (CPA), Brian has over 25 years of experience in helping people save, plan, and deal with complex financial issues. He is a specialist in tax planning, cross border investing and wealth management, and is registered in both Canada and the United States. Brian oversees all aspects of wealth management at Bowes Wealth, ensuring that clients receive the best customer service that surpasses their expectations. This includes presenting investment options, laying out an investment plan, and communicating regularly with our clients. In his spare time, Brian enjoys spending time with his family, travelling, listening to music, and contributing back to the community.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements.
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
