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Our Team

Commitment to Value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. We have the range of expertise and the comprehensive offering of products and services to meet your unique needs.

Contact us today to get started ➥

Christie Coltman CLU, CFP® Photo
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Christie Coltman CLU, CFP®

Financial Planner, Investment Funds Advisor

Christie Coltman CLU, CFP®

Financial Planner, Investment Funds Advisor - Manulife Securities Investment Services Inc.
Life Insurance Advisor - Bewley & Coltman Financial Services

Christie is a 30 year veteran of the financial services industry. She began her career in 1992 in Edmonton when she joined her mom, Pat Bewley at North American Life. They both relocated to beautiful Victoria in 1994 and began to build their business in BC while continuing to maintain their client relationships in Alberta. In 1999, they formed Bewley & Coltman Financial Services and Christie now looks after clients in BC, Alberta, Ontario and NWT’s.

Christie feels fortunate that she helps clients pursue their dreams, achieve their goals and protect those that are most important to them.

Christie holds her CLU, and a designation as a Certified Financial Planner. She is a Court of the Table Member of MDRT and a member of the Victoria Estate Planning Council. She is Past President of the Vancouver Island Advocis Chapter which won Chapter of the year in 2020 and she was named the Volunteer of the Year in 2020 for the BC region. Christie is a proud member of Advocis, the largest professional association of Financial Advisors in Canada.

Having cycled in the Tour de Cure for several years, Christie started Team Advocis BC in 2021 and along with 16 teammates, raised over $45,000 for research and treatment for Cancer.

Christie was named recipient of the J. G. Taylor Award for 2021. The recipient is an example of or has contributed to a tangible, positive impact on the profession and the public whom they serve.

Christie is most proud of being the mother of her two children, Nicole and Bennett.

Samuel Della Monica Photo
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Samuel Della Monica

Client Sales Assistant

Samuel Della Monica

Client Sales Assistant - Manulife Securities Investment Services Inc.

Samuel works full-time helping out with a range of areas such as website development, paperwork and organizational operations. He is originally from Doncaster, England.