Confidence for wherever life’s road leads.
The cottage where grandkids gather every summer. The carefully curated collection that grows with every generation. The adventure that takes you far from the beaten path. The peace of mind knowing that what you love is protected.
With wealth comes complexity. Traditional insurance often doesn’t cover the unique assets, goals and responsibilities of our clients, which require specialized knowledge and products. Through a one-on-one relationship with a dedicated Relationship Manager, Cowan Private Client designs bespoke solutions to protect the assets that fall outside the scope of standard options.
We take the time to advise and educate each client so they fully understand every consideration. Over time, our expertise becomes yours.
Whether you’re a private business owner or an individual focused on growing personal wealth, we take pride in designing professional, tax-efficient investment plans that reflect your goals, your life and your future. Cowan Private Client’s Wealth Management team strives to stay ahead of the obstacles and risks that may compromise your short and long-term growth.
Effective wealth management depends on a successful long-term relationship built around the lifestyle and goals of each client. Open communication is a cornerstone of our approach, with transparency and education provided every step of the way.
Wealth is complex, but our goals are simple: value, peace of mind and the growth you need to reach your aspirations.
Private clients expect more.
Start a worthwhile conversation.
For more than 25 years, I’ve helped people find insurance solutions that fit their lives. Along with our team of financial, legal and insurance professionals, I am privileged to develop innovative solutions that give clients the clarity and peace of mind they need to know their lives are protected. Let’s start a conversation about how Cowan Private Client can help you and your family.
Senior Manager, Personal and Private Client Business Development
Reach out and start a conversation about protecting your wealth.