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About Cowan Wilkin Financial Services Inc.

Cowan Wilkin Financial Services started business in 2001 with partners Rob Cowan and Andrew Wilkin. We are a leading first-choice professional investment and insurance solutions firm that provides high quality, knowledge, advice, and service tailored to progressive goal-oriented members of our community.

Every client is unique, and we treat them that way. We determine your expectations, develop an appropriate financial plan and watch it evolve. We go one step further by providing practical suggestions, ideas and tips, which over the long run, often prove to be extremely valuable strategies.

As your needs and goals change over time, we’ll be there with you every step of the way, providing sound advice and a full range of solutions that will help you reach your financial and retirement goals.

Rob Cowan

Rob Cowan Advisor

I started my insurance and investment career in 1989 after nearly two years in the accounting industry. I completed the Canadian Securities Course in 1996. Prior to that, I graduated with Honours from the business program at Indiana University in Bloomington, Indiana. My forte and responsibilities in the firm center around the wealth business. My extensive tax background provides an added asset to the skills required in developing a sound financial plan.

I was awarded a golf scholarship which took me to Indiana University. I play in numerous tournaments on the amateur golf circuit and have had success on the local, provincial and national level.

I am a long-standing member of the Million Dollar Round Table (MDRT)Opens link in a new window.
Contact me by email or by phone at ext. 2214

Andrew Wilkin*, CLU, CH.F.C., CFP

Andrew Wilkin Advisor

I began my financial planning career in 1980 while living in Calgary, Alberta. I entered into management in 1982 and facilitated the development of my company’s largest unit of advisors.

In 1987, I transferred to Kitchener-Waterloo to develop the Cambridge and Guelph locations and two years later returned to personal financial planning.

I attained my Chartered Life Underwriter (CLU) designation in 1990, my Chartered Financial Consultant designation (CH.F.C.) in 1991 and my Certified Financial Planner designation (CFP) in 1996.

I am an active member of the Kiwanis Club of Kitchener-Waterloo and served as president for three terms. I sit on the Juvenile Diabetes Research Foundation and the Diabetes in Motion board of directors. I also served as Chairman of the 2006, 2007, 2008 and 2009 Rides for Research. I am a Qualifying Life Member of the Million Dollar Round Table (MDRT)Opens link in a new window and has achieved Court of the Table Status during the last several years.
Contact me by email or by phone at ext. 2209

 



  

* Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.