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Don Bowman, MBA, CFP, CIM

Investment Advisor

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Don Bowman, MBA, CFP, CIM — Investment Advisor

Helping you navigate your financial journey

I advise a select roster of investors to allow myself the time necessary to provide a high level of financial planning and investment advisory services. After becoming thoroughly familiar with your financial situation and goals, I determine the ideal financial plan and investment strategies to help you achieve your goals. Then, my team and I remain available to review and adjust your plan to help you navigate life’s expected and unexpected eventualities from a financial and family perspective.

Click here to read past issues of my quarterly newsletter, Our View.

Introducing the Macquarie Circle of Benefits

Gain access to preferred rates on mortgages and foreign currency transfers. Click here for more information.

Macquarie Private Wealth

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No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.