Business Details
28 Years
experience
Your Trusted Financial Partner for Personalized Wealth Management
At Fowler Financial, we empower professionals, business owners, and public sector workers to take control of their wealth, enabling financial flexibility and purpose-driven living. Our approach prioritizes personalized service, eliminating the impersonal nature of large financial firms. We specialize in tailored financial coaching, pension planning, and wealth management strategies that adapt to life's inevitable changes. With over two decades of experience since 1998, our team of certified professionals delivers responsive, honest, and knowledgeable guidance.We focus on understanding clients' aspirations rather than pushing products, offering timely advice to capitalize on opportunities while protecting assets. Our commitment extends beyond numberswe build lasting relationships grounded in trust, simplifying complex financial concepts to help clients achieve true wealth that encompasses financial security, personal fulfillment, and peace of mind.
Services
Financial Coaching
Pension Planning
Life Balance Program
Foundation Program
Dealing with Loss
Public Sector Advice
Details
- Year established: 1998
Highlights and features
- We offer personalized financial coaching without pressure or impersonal sales tactics
- Our team specializes in public and private sector financial planning needs
- Certified professionals with decades of combined experience in wealth management
- We provide timely advice to help clients capitalize on financial opportunities
- Client relationships are built on trust, transparency, and tailored solutions
What people say
Very professional and organized
Courteous and knowledgeable staff
Exceptional investment management
Prompt communication
Helped achieve financial freedom
Services
Financial Coaching
Our financial coaching service provides personalized guidance to help professionals and public sector workers achieve financial freedom. We develop tailored strategies that align with your values and life goals. Our certified advisors offer ongoing support to help you navigate financial decisions with confidence.
Pension Planning
Specialized pension planning services help public sector workers understand their options and make informed decisions. We analyze commuted values, pension benefits, and retirement timelines to create strategies that maximize financial flexibility while minimizing stress.
Life Balance Program
This program helps clients maintain financial equilibrium through life's changes. We create adaptable plans that address career transitions, family needs, and personal aspirations while ensuring ongoing financial security and peace of mind.
Foundation Program
Our structured financial planning process establishes a solid foundation for wealth management. The program includes debt elimination strategies, investment allocation, and risk management solutions tailored to your specific financial situation and goals.
Dealing with Loss
Compassionate financial guidance for those navigating loss, combining practical planning with emotional support. We help clients create financial stability while respecting their grieving process and long-term needs.
People
Barry Fowler
Financial Coach
Certified Financial Planner with over 20 years of experience helping professionals achieve financial freedom. Specializes in public sector pension planning and wealth management strategies that prioritize client well-being.
Michael Sears
Tax Service Specialist
B.Comm graduate with expertise in tax planning and financial strategies. Provides specialized tax services to complement comprehensive wealth management solutions for Fowler Financial clients.
Talia Zacerkowny
Certified Financial Planner
Experienced financial planner known for exceptional client service. Manages client relationships with professionalism and provides detailed financial analysis to support personalized wealth strategies.
Garth Little
Financial Advisor
B.A. and L.L.B. graduate offering comprehensive financial advisory services. Combines legal expertise with financial planning to create holistic wealth management solutions for clients.
Questions
What makes Fowler Financial different from other financial advisors?
We focus on personalized coaching rather than product sales, with specialized expertise in public sector pension planning and a commitment to understanding each client's unique needs.
Do you work with both public and private sector professionals?
Yes, we specialize in helping professionals from both sectors create financial strategies that align with their specific career paths and retirement goals.
Can I access my pension before retirement?
We help clients understand their pension options, including commuted values and phased retirement strategies that may allow earlier access while maintaining financial security.
How do you handle financial planning during life transitions?
Our Life Balance Program adapts to changing circumstances, providing ongoing support through major life events while maintaining focus on long-term financial goals.
What happens during the initial consultation?
We begin by understanding your values and financial goals, then create a customized plan that addresses your specific needs and priorities without pressure or obligation.
How do you support clients during difficult times?
We provide compassionate financial guidance during challenging periods like loss or illness, prioritizing emotional support alongside practical financial solutions tailored to your situation.
