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Cary Bowman, BA, PFP
Saskatoon Chapter
As a Financial Consultant, I work exclusively with high net worth individuals, corporations and foundations to establish financial priorities and to create a customized plan to meet individual and unique needs. I have worked in the financial services industry since 1999 and have provided specialized services to Scotiabank clients since 2001. Prior to joining the Bank, I worked as an Investment Broker and as a Tax Consultant specializing in personal, business and farm tax solutions. Previous positions held with the Scotiabank GroupT include Financial Advisor and Senior Personal Banking Officer. I am a graduate of the Bachelor of Arts program at the University of Saskatchewan. I hold the Personal Financial Planner designation and have completed the Canadian Securities Course through the Canadian Securities Institute and the Investment Funds in Canada course through the Institute of Canadian Bankers. I have also completed Level I of the Life Insurance Program. As a Financial Consultant I have in-depth knowledge of the services available through the Scotiabank Group enabling me to assess my clients individual situation and identify the appropriate solution as part of a complete financial strategy. Using an objective financial planning process, I bring together the full range of financial disciplines to provide practical recommendations to lay the foundation for my clients continued financial success going forward. My areas of expertise are in estate and trust planning and administration, investment management services and private banking. Cary D. Bowman BA, PFP Financial Consultant, Scotia Private Client Group 111 - 2nd Avenue South Saskatoon, Sask S7K 3R1 Tel: 306-668-1451 Cell: 306-241-1556 Fax: 306-668-1671 cary.bowman@scotiabank.com
Financial Consultant Scotia Private Client Group 111 2nd Avenue South Saskatoon, SK S7K 3R1
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