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Help clients make the most of today. And plan for tomorrow. Money for Life.

About Cowan Wilkin Financial Services Inc.

Our Vision and Client Promise

Cowan Wilkin Financial Services (CWFS) started business in 2001 with partners Rob Cowan and Andrew Wilkin. Our top priority is the confidence you feel in your financial future. Together we engage in collaborative discussions to gain a clear understanding of where you are and where you want to be. This allows us to leverage and integrate key components of financial planning including: investments, protection, tax and estate solutions. All of this is done at your pace, with a creative team of experienced specialists that genuinely care, and are dedicated to always doing the right things for you.

At Cowan Wilkin Financial, we promise to:

  • Take the time to actively listen to you
  • Allow you the time to make decisions at your own pace
  • Always do the right things for you
  • Embrace your financial success as though it were our own
  • Be upfront and transparent with all service fees
  • Ensure you feel confident with your financial well-being

Rob Cowan*
Hons B.A.
Advisor

Rob Cowan Advisor

After two years in the accounting industry, Rob started his financial service career in 1989 and completed the Canadian Securities Course in 1996. Prior to that, he was awarded a golf scholarship to Indiana University in Bloomington, Indiana where he graduated with an Honours B.A. in Business. Rob's accounting and tax background provides him with valuable insight when helping clients find sound financial planning solutions. He dedicates himself to helping clients build their wealth, protect their assets and realize their retirement dreams. Rob is a proud member of the Million Dollar Round Table (MDRT) - an independent international association of financial services professionals focused on setting the standard of excellence for professional financial advice.

Rob is an avid competitive golfer and plays regularly in golf tournaments on the amateur golf circuit in Canada and the US and has also attended tournaments in the UK and Peru.

Rob is a strong supporter of rescuing and fostering abused, neglected or abandoned dogs. He has fostered and adopted many animals in need of care and a home over the last several years.

Contact me by email or by phone at ext. 2214

Andrew Wilkin*, CFP®, CLU®, CH.F.C., CHS™
Advisor

Andrew Wilkin Advisor

Over the last four decades Andrew has built his practice and prided himself on developing lasting client relationships. He takes the time to actively listen and ensures clients feel confident in their financial well-being. Andrew's knowledge and experience lends itself to helping families and businesses realize their dreams and achieve their goals while safeguarding themselves from life's unexpected events along the way.

Andrew believes strongly in continued professional development and has achieved numerous industry designations. He is a Qualifying Life Member of MDRT, achieving Court of Table status since 2000. MDRT is an independent international association of financial services professionals focused on setting the standard of excellence for professional financial advice.

Andrew is a strong supporter of his community. He is an active member of the Kiwanis Club of Kitchener-Waterloo and served as president for three terms. He sits on the Juvenile Diabetes Research Foundation (JDRF) National Board of Directors. He has also served as Chairman of the JDRF Ride for Research from 2006 to 2011.

Contact me by email or by phone at ext. 2209

Diane Disano*
Sales Associate Advisor
Office Manager

Diane Disano

Diane joined Cowan Wilkin Financial Services Inc. in May, 2003. With over 30 years of financial services experience, Diane brings advanced management skills to our team. She also shares our passion for building strong client relationships and dedicated customer service. Diane plays an integral role in guiding our team, managing office operations and ensuring the highest standards are met for clients.

Contact me by email or by phone at ext. 2217

Denise Soares*
Sales Associate Advisor

Denise Soares

Denise joined Cowan Wilkin Financial Services Inc. in December, 2015. She helps serve our wealth clients by managing efficiency and accuracy of investment accounts and transactions. Denise understands the importance of superior customer service. Prior to joining the team Denise worked in the media industry with a focus on marketing and customer service which enhances her contribution to our team.

Contact me by email or by phone at ext. 2218

Janice Jones*, B.A., B.Ed.
Licenced Administrative Assistant
Reception & Customer Care Manager

Janice Jones

Janice joined Cowan Wilkin Financial Services Inc. in May, 2012. When you call or visit our office, Janice greets you with a warm welcome. Clients feel at ease with her knowledgeable and friendly manner. Before joining the team, Janice spent five years working at the Humane Society providing administrative support and animal care and has continued to be a dedicated volunteer for the past 15 years.

Contact me by email or by phone at ext. 2215

Courtney Czerlau*
Licenced Administrative Assistant

Courtney Czerlau

Courtney joined Cowan Wilkin Financial Services Inc. in January, 2014. Courtney helps guide our clients through the insurance underwriting process and helps clients with updates to their life or health insurance policies. Prior to joining the team, Courtney worked as an office manager of a naturopathic clinic. She gained significant experience helping customers, managing staff and running the office. Her strong customer service skills are a great asset to our team.

Contact me by email or by phone at ext. 2216

 

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