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
Victoria, BC
Phone: 250-658-3908
Fax: 250-658-3912
Toll Free: 1-866-507-8352

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Client Access

Your consolidated portfolio access, 24/7

GIC Rates

Check out our competitive rates!

Today's Rates

Tax-Free Savings Account 1.60%

1 year 1.15% 
2 years 1.40%
3 years 1.60%
4 years 1.75%
5 years 2.00%
Advantage Chq/Svgs Acct 0.90%


*Rates subject to change without notice and minimum deposit may apply.
CDIC insured. 

What’s New

Synergy Combination Insurance: 3-in-1 protection - Disability, Critical Illness, Life - all rolled into one package.

Product Allocation: a powerful tool to help determine the likelihood your savings will last as long as you do.