Bewley & Coltman Financial Services

Financial Services - Victoria, BC, CA

Bewley & Coltman Financial Services Employees
Christie Coltman

Financial Planner

Contact Christie Coltman

Samuel Monica

Marketing Assistant

Contact Samuel Monica

Charlene Zaharia

Marketing Assistant

Contact Charlene Zaharia

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Bewley & Coltman Financial Services Details

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.

Website: bewleycoltman.ca
Employees: 5 - 9
HQ: N/A
Location: Victoria, BC, CA
Revenue: Not Available
N/A
Bewley & Coltman Financial Services Technologies
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