About Us
We provide comprehensive financial planning services, which may include risk management, debt management, short and long-term investing, tax minimization, retirement planning, estate planning and leveraged investing.
As licensed Life Insurance and Mutual Fund representatives, we are certified to provide a variety of products including Mutual Funds, Segregated Funds, GICs, Annuities, Life, Disability, Critical Illness and Long Term Care insurance.
We are also qualified to address business insurance needs including Group Health and Dental Insurance plans, Registered Pension or Group RRSP plans and Health and Welfare Trusts for small business. We have access to various bank products including high-interest chequing accounts.
Over time we’ve developed close working relationships with a variety of Investment and Insurance companies. We’ve selected these companies as our primary suppliers, but as independent advisers are in no way limited to them.
Our Team
Christie Coltman CLU, CFP
Investment Funds Representative
Christie Coltman focuses on providing families and businesses the expertise to deal with financial retirement and estate issues. During her 18 years in the industry, Christie has completed her Certified Financial Planner designation (CFP) and also has her Chartered Life Underwriter (CLU) designation. Christie is the mother of two young children.
Pat Bewley
Account Representative
Pat Bewley has been in the Financial Services industry for 25 years, beginning as an administrator for a large insurance company in Edmonton, Alberta, and then progressed from an administrative assistant to an advisor. She began her career working with clients in 1985 and specializes in retirement and estate planning. As a single mother, she raised and educated three children, one of which is her partner, Christie Coltman. She is a grandmother to ten grandchildren.
Valerie Steinke
Office Administrator
Valerie joined our team in 2006 as our office administrator. She has a background as a project manager in the telecommunications industry, department of engineering, as well as six years administrative experience in the financial services industry.