services

Go to Income Tax Preparation

Income Tax Preparation

The Canada Retirement Information Centre provides FREE tax preparation service for clients and their spouses.

Go to Income Planning

Income Planning

Since 1980 we have helped thousands of people get the most out of their retirement. Let us help secure your retirement!

Go to Estate Planning

Estate Planning

We can reduce the taxes and expenses of your estate and ease and expedite the transition of assets to your beneficiaries.

Go to Financial Calculators

Financial Calculators

Use the calculators to try different scenarios when budgeting, saving, tax planning and planning for your retirement.

About us

Helping Canadians for over thirty years...
We provide clients with customized retirement solutions that will succeed even during the most challenging of times by offering financial concepts and products that provide security, flexibility and good value

“The Canada Retirement Information Centre is a Financial Services Corporation with a pledge to excellence. We provide clients with customized retirement solutions that will succeed even during the most challenging of times by offering financial concepts and products that provide security, flexibility and good value.” This was Fred Bowie’s mission when he first started in business on May 15, 1980 and it has been the guiding principle of Canada Retirement Information Centre for over thirty years. Since that time, the Canada Retirement Information Centre has helped thousands of people get the most out of their retirement. Convinced that managing retirement savings should be more than a 10 minute talk over a bank counter, Fred set out to build a company of top flight Retirement Income Option Specialists dedicated to providing sound retirement income, tax and estate planning advice to people who are retired or about to be. When most financial institutions and sales people just wanted to “sell you a product,” Canada Retirement embraced the principle of their exclusive “Power of Three.” All of the staff are committed to providing clients with the BEST ADVICE, a clear explanation of INVESTMENT TOOLS, and ongoing EXCELLENT SERVICE. In 1992, sharing the same vision as Fred, Franco Frangione joined Canada Retirement as partner and President. Both Fred and Franco have appeared frequently on television and radio including, CFRA’s “Experts on Call” and “It’s Your Money,” CHRO TV’s “Focus on Retirement,” Lite 101’s “Wednesday Night Profile,” and “Winning Retirement Strategies” on OLDIES 1310. Their expertise in retirement income, tax and estate planning for Canadians has been mentioned widely in the media. They have also been featured on CTV’s National News. Fred and Franco, along with all of the members of the Canada Retirement team, bring a warm and friendly spirit to their company and the many people they serve. Their informal, down-to-earth and common sense approach has earned them the reputation as top Retirement Income Option Specialists. Fred and Franco strongly believe in giving back to the community that has been so good to them. Over the years, they have supported numerous worthwhile charitable organizations, such as: the Catholic Education Foundation of Ottawa-Carleton, Youville Centre, Alzheimer Society, Big Sisters and Big Brothers of Ottawa, Kidney Foundation of Canada, Ottawa Little Theatre and many more. The Canada Retirement Information Centre is licensed with the Financial Services Commission of Ontario and is a member of the Better Business Bureau of Eastern Ontario, and Advocis – the Canadian Association of Insurance and Financial Advisors.

OUR TEAM

Fred Bowie

Chief Executive Officer
For over 35 years, Fred has been helping retirees get the most from the registered and non-registered retirement savings. He is one of Canada’s top Retirement Income Option Specialists.

Franco Frangione

President
Franco joined the Canada Retirement Information Centre in 1992 as partner and President. For the last 23 years, Franco has provided retirees with expert advice to assist them to fulfill their retirement goals, dreams and objectives.

Louis Sousa

Vice President
Louis Sousa’s background with one of the world’s largest financial institutions has equipped him with the knowledge and experience to steer his clients in the right direction. His down-to-earth approach to retirement income planning is very refreshing in this era of hype.

Nat Busa

Retirement Income Option Specialist
Nat Busa graduated from the University of Ottawa in 1990. Nat is a former member of the Industrial Commercial and Investment Council of the Canadian Real Estate Association, and is currently licensed with the Financial Services Commission of Ontario (FSCO).

Josephine Redulfin

Retirement Income Option Specialist
Josephine joined Canada Retirement in March 2004 and has helped many of our long-time members. Josephine also serves as Executive Assistant to Fred Bowie. She is licensed with the Financial Services Commission of Ontario.

Pat Howe

Income Tax Specialist
Pat has specialized in personal and estate taxes for over 40 years in the trust industry and on his own. Pat joined the Canada Retirement Information Centre in 2007 and manages our Tax Department

Kayla Markell

Administrative Assistant
Kayla is the friendly face that will greet you at the front desk of Canada Retirement. She is a graduate of the University of Ottawa, having achieved a Bachelor in Sociology with a minor in Psychology. She enjoys reading, yoga and spending time with family and friends.

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