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 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.
Christie Coltman CLU, CFP
Mutual Fund Advisor, Certified Financial Planner - Manulife Securities Investment Services Inc.
Insurance Advisor, Bewley & Coltman Financial Services
Christie focuses on providing families and businesses the expertise to deal with financial retirement and estate issues. During her 25 years in the industry, Christie has completed her Certified Financial Planner designation (CFP) and her Chartered Life Underwriter (CLU) designation. Christie is the mother of two children, Nicole 18 and Bennett 16. Christie is also a board member for Vancouver Island Advocis. Advocis is the oldest and largest volunteer professional membership association of Financial Advisors and Planners in Canada.
Partner - Bewley & Coltman Financial Services
Pat has been in the Financial Services industry for over 30 years, beginning as an administrator for a large insurance company in Edmonton, Alberta. She began working with clients as an advisor in 1985 specializing 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 10 grandchildren. Pat now works on Special Projects for Bewley & Coltman.
Marketing Associate, Manulife Securities Investment Services Inc.
Marketing Associate, Bewley & Coltman Financial Services
Shelly has been in the Financial Industry for over 25 years, starting as a branch administrator for a bank in Vancouver.
She specializes in marketing and administration. Shelly is the mother of two children, aged 18 and 16.