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 * About us
 * Who we help
 * What we do
 * Insights
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 * HONESTY. INTEGRITY. PARTNERSHIP.
   
   Learn more


WELCOME TO BOWTELL & ASSOCIATES WEALTH MANAGEMENT

We provide personalized wealth management solutions, tailored to your unique
goals. With over 25 years of experience in the financial industry, our team
understands that each client’s journey is distinct. With a commitment to
honesty, integrity and fostering meaningful personal connections, we empower our
clients to navigate complex financial landscapes with confidence.

Learn more


WHO WE HELP

We work with clients who have enjoyed success and built substantial wealth. We
help define near and longer-term strategies to maximize financial well-being,
minimize taxes and ensure our clients are able to take care of the things that
matter most to them.


PRE-RETIREES AND RETIREES


BUSINESS OWNERS AND ENTREPRENEURS


EXECUTIVES


HEALTH CARE PROFESSIONALS


FAMILIES


AGRICULTURE AND FARMING FAMILIES


WOMEN'S WEALTH AND WELL-BEING

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WHAT WE DO

Our team has more than 25 years combined experience in financial services, and
our expertise is complemented by that of IG’s in-house tax, estate, insurance,
mortgage and advanced financial planning professionals. Working together, we
create a tailored strategy for your fiscal well-being that looks at every aspect
of your financial life — a living plan that evolves as your circumstances change
over time. Because we know that, in the big picture, every little detail
matters.


INVESTMENT PLANNING

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Having the right financial plan is critical to helping achieve your goals, and a
personalized and detailed investment strategy is a critical element of that
plan. We recognize that the best investment talent is not limited to any one
firm or geography. That’s why we construct diversified portfolios managed by
leading asset managers from around the world and comprised of a wide variety of
asset classes. Your portfolio is constantly monitored to ensure it is always
aligned with your wealth preservation, growth and income priorities.

 


RETIREMENT PLANNING

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Transitioning away from work gives you more time for family, travel and
pastimes. Ensuring you are well positioned to make the most of your well-earned
retirement, means understanding how much you will need to support the lifestyle
you want. To help you achieve your goals, we will work with you to establish a
plan for saving and, when the time comes, structure your retirement income to
maximize the benefits of your accumulated wealth.


TAX PLANNING

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Taxes impact every aspect of your financial life and tax-mitigation strategies
are a critical part of sound financial planning. Our holistic approach
integrates sophisticated tax-planning solutions to help you keep more of your
wealth over the long term.


INSURANCE PLANNING

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Protect the lifestyle you’ve worked hard to achieve with the right insurance
solutions. After a thorough insurance needs analysis, we will recommend a
solution tailored to your needs.


MORTGAGES AND CASHFLOW PLANNING

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We help you implement personalized solutions that are designed to simplify your
life and capitalize on opportunities quickly, which includes having the right
mortgage available to you for when you need it. Our cash management strategies
will help minimize tax obligations, while maintaining your long-term financial
plan. We will analyze your cash flows, assets and liabilities, and recommend
credit and savings solutions tailored to your financial plan.


ESTATE AND LEGACY PLANNING

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We will help you make the most of your wealth today and for generations to come.
Benefit from our expertise in customized estate planning, intergenerational
wealth transfer, and strategic charitable giving.


CHARITABLE GIVING

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Enhance the impact of your charitable giving to the causes you and your family
care about through a carefully constructed, tax-efficient giving plan. We help
you integrate charitable giving as an important strategic component of your
overall financial plan and explore timing strategies to ensure you are giving in
the most effective way.


BUSINESS SUCCESSION PLANNING

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Business owners spend years building a successful business. When it’s time to
transfer ownership, whether to a third party or a family member, we can help
make sure it’s positioned for continued success, and that you will be able to
unlock and benefit from the value you created.


IG PRIVATE COMPANY ADVISORY

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As a business owner, the IG Private Company Advisory team can help create wealth
for you by ensuring that its services are tailored to your company’s specific
needs and circumstances, enabling you to seize opportunities and create
long-term value. Their expertise and dedication to understanding your business
sets them apart.

INVESTMENT PLANNING

RETIREMENT PLANNING

TAX PLANNING

INSURANCE PLANNING

MORTGAGES AND CASHFLOW PLANNING

ESTATE AND LEGACY PLANNING

CHARITABLE GIVING

BUSINESS SUCCESSION PLANNING

IG PRIVATE COMPANY ADVISORY

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 Learn more


WHAT OUR CLIENTS SAY

Justin was recommended to me as a Financial Advisor when I moved into the area.
From our first meeting, he has been knowledgeable and patient, as well as
respectful of my time and my current and retirement financial goals. I always
leave feeling confident that my concerns have been addressed and questions
answered. I know I am on the financial path I want to be on, and with Justin’s
skillset and knowledge I will get there ahead of schedule.

- Nicole D. 

Justin has been an amazing Financial Advisor. I've worked with him for several
years and he's yet to disappoint me. He has allowed me to have fully engaged
conversations when I have questions and he provides proper educated responses;
he takes the time to thoroughly explain the whys behind everything he's doing
for you; and he's genuinely interested in what clients' concerns are. I've
really enjoyed my experience working with Justin and can firmly say I'll
continue to make financial contributions through him and IG wealth Management
for as long as I can!

- Isaac B. 

Justin has been making the financial planning process simple, worry free and,
most importantly, effective for myself for over 14 years.                       
                                                                               
         
 

- Cale S. 

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WHAT'S YOUR PLAN?

We can help you enjoy your wealth today as we help you prepare for the future.

Meet now


CONTACT

Bowtell & Associates Wealth Management

Phone: 825-388-0144
Email: justin.bowtell@ig.ca

Investors Group Financial Services Inc.


CONNECT

     

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LOCATION

#290, 4420 Railway Ave.,
Vermilion, AB T9X 1G1



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