Welcome to Bewley & Coltman Financial Services
Our commitment is to provide superior financial, retirement and estate planning.
Our integrity provides clients the right choices to plan for their future.
Our expertise, service and loyalty facilitates life-long relationships.
Our Value Proposition
At Bewley & Coltman Financial we seek to understand the things in life that are most important to our clients, and then we translate those opportunities, concerns and goals into a financial plan that meets their needs.
We have an integrated approach in which we evaluate and coordinate needs and goals, manage assets and execute strategies to minimize risks. This includes addressing financial risks such as dying too soon or becoming disabled, as well as constructing portfolios which meet the needs and risk tolerance of our clients.
Bewley & Coltman Financial Services
302-830 Shamrock Street
Toll Free: 1-866-507-8352
Check out our competitive rates!
Tax-Free Savings Account 1.60%
|Advantage Chq/Svgs Acct||0.90%|
*Rates subject to change without notice and minimum deposit may apply.
Introducing Manulife Vitality
Manulife Vitality life insurance can help you Live Healthy, Earn Rewards, and Save Money. For the first time, your life insurance has the potential to save you money and reward you for living a longer and healthier life. And best of all, it's fun and easy - so go out and get living!
Vitality is a trademark of Destiny Health Inc., and is used by The Manufacturers Life Insurance Company and its affiliates under licence. Points levels for each Vitality Status and activity are subject to change.