Bowman & Partners is a Windsor-based wealth management team providing trusted, strategic financial planning for over 800 families in Essex County and throughout Ontario. The practice was founded in 1985 by Jim Bowman (read more about Our History). In 1989 he joined FCG Corporation, which in 2000 became a part of a Canada-wide investment dealer, Assante Capital Management Ltd. Over the years, Jim built a strong team of professionals who are committed to serving our clients with expertise, integrity, and empathy. In 2007, after a carefully planned transition, Jim’s associates Don Janzen, Carl Maiolani, and Darryl Bowman became the owners of the practice.
We Have a Unified Philosophy
Bowman & Partners practices an integrated wealth management approach to financial planning. Instead of going to a broker for investments, the bank for a loan, an agent for insurance and an accountant for tax matters – and thinking that they have little to do with each other – we help our clients to put all of the pieces together so they can meet their financial goals and achieve their plans for the future (read more about Our Philosophy).
We Work as a Team
Bowman & Partners has a unique team approach to financial planning. We believe there are several benefits to having our team stand with you:
- The uncommon 10-year succession period for Don, Carl, and Darryl to become owners of the business means that they had time to learn each other’s styles, build on one another’s strengths, and work together under a unified philosophy. So regardless of who you meet with, there will be consistency in the advice given.
- Although our clients tend to gravitate to a specific advisor, all the advisors are available to serve each of our clients. If the advisor that you normally meet with is away, you can be confident that someone is available who can quickly understand your situation and provide the advice you need.
- Our clients benefit from the collective and collaborative experience of the team.
We Are Well-Qualified
Our team has over 125 years of combined experience guiding families like yours to make critical decisions, day in and day out in all market environments. Our diverse training, background, and resources mean that we can provide sound advice in all areas of financial planning. Our advisors are licensed to use a wide range of financial solutions to meet your specific needs. You can be confident that we bring a high level of expertise and efficiency to our work. We also have “bench strength”: through Assante’s affiliation with United Financial, a division of CI Private Counsel LP, we have access to additional team members who are experts in their field – investment analysts, portfolio managers, lawyers, accountants, estate and insurance specialists, and wealth planners.