Safety Bay Financial
301 First Avenue South, 3rd Floor, Kenora ON P9N 1W2 807-468-7000
Safety Bay Financial

Safety Bay Financial

Guiding you towards Financial Safety For Life!

Our Story

The Safety Bay Financial Story

Our office is located on the shore of Safety Bay, a welcome refuge from the sometime rough waters of Lake of the Woods. We help typical Canadian families safely navigate the potentially rough waters of life - protecting income and prudently investing for a secure and rewarding future. If you care about your family and future, we’d be honoured to help you establish Financial Safety For Life!

Start with our Financial Planning In A Minute video — a quick look at how we aim to grow your wealth as efficiently as possible.


Meet The Team

Meet Your Advisors

Shawn Perkins, CFP®, CEA, EPC

Meet Shawn Perkins, CFP®, CEA, EPC

Certified Financial Planner ®
Shawn began his Financial Planning journey in 2000 and has remained steadfast in his commitment to helping his clients achieve their financial objectives over the last 23 years. His unwavering belief in the fundamental importance of security as the cornerstone of any financial plan provides confidence and certainty for his clients, who have benefited from his expertise through a variety of markets.

Shawn is a devoted family man with a loving wife, Lacey, and two wonderful children, Charley and Blake. When he is not busy with his family or his financial planning career, he enjoys spending time in the great outdoors. Shawn loves to fish, hunt, skidoo, quad, or anything else that allows him to experience the beauty of nature.
Bill Gow, CFP®, EPC

Meet Bill Gow, CFP®, EPC

Certified Financial Planner ®
For over thirty years, Bill has been dedicated to helping Canadian families, business owners, and professionals achieve their dreams through prudent financial planning. Bill takes great pride in his profession, where he can provide financial support at critical moments, positively impacting his clients' lives. This includes comprehensive insurance solutions that offer financial protection in the event of disability, critical illness, or premature death. Additionally, he has extensive experience in providing tailored investment solutions to fund children's education, vacations, travel, and retirement, ensuring his clients can enjoy a secure and fulfilling future.
Meet The Team

A Network of Elite Wealth Advisors


Value Partners Private Wealth is a network of elite advisors with the experience and knowledge necessary to provide clients with total wealth management. We might not have all the answers, but we sure know where we can find them.

We are backed by Value Partners Investments, an investment firm dedicated to helping Canadians achieve their financial goals. Value Partners Investments has over $6.0 billion in AUM and has built more than $2.9 billion in client wealth since its inception in 2005.

As of October 24, 2025. Figures in CAD. Source: Value Partners Investments.

$6.0 Billion
in AUM
$2.9 Billion
in wealth created for clients
Map of western and central Canada highlighting locations in Kelowna BC, Edmonton AB, Calgary AB, Lethbridge AB, Regina SK, Winnipeg MB, Headingly MB, and Kenora ON

Backed by a Bigger Team

 

We operate a local, independent, entrepreneurial business that is backed by a larger office with the team, expertise, technology and software to help us serve clients better.

The Value Partners Investments team has experience helping clients face the 5 Key Concerns: wealth creation, wealth protection, wealth transfer, wealth impact, and tax.

VPI Staff Photo

Our Services

At Safety Bay Financial, we work collaboratively with you, over many years, to achieve the lifestyle that is important to you and your family. We'll be asking important questions to help determine the best financial planning strategy specifically for you. Here are some of the things we will discuss:

Working / Accumulation Stage

  • Understanding how today's choices affect tomorrow's lifestyle
  • Stage experiences and create memories during your healthiest years
  • Protecting your family's income and invest properly for tomorrow's goals

Retirement Stage

  • Determining your "magic number" and desired retirement experiences
  • Developing a strategy to deliver a reliable, tax efficient income stream
  • Understanding how income changes at the death of a spouse

Estate Planning Stage

  • Determine how you would like to share your successes with family and causes dear to you
  • Understanding the importance of wills, powers of attorney, and health care directives
  • Making proper beneficiary designations and choosing a willing and competent executor

Your call is important to us.

We answer the phone!



Call Today