Christie has been our Financial Advisor for 10 years, and during that time, she has guided us successfully into investing safely, securely and with positive results. Her attention to detail and ability to answer questions is outstanding. If we have a difficult question to which she doesn't have the answer, she will acquire the answer and explain it so we understand clearly. We enjoy our visits and come away with a clear sense of what's happening with our accounts, leaving us with a sense of being able to carry on with our interests in life. We would recommend Christie to anyone!
— B & M
We have been clients of [Christie Coltman] for a considerable time and we are approaching retirement. Christie has made it a priority to understand our needs, both present and future; she has spent the time getting the right solution in place. Highly attentive and always with options presented in a straightforward way. Her practical, professional and knowledgeable approach has been outstanding. We are confident in recommending [Christie Coltman].
— Tim & Bonny
… It’s people like you, with your caring heart, that make this world a better place… Thanks again for all you’ve done for us. It is very much appreciated.
— Mike & B
Christie Coltman has been my advisor for four years now. I can honestly say that from the first interview our client/advisor relationship has been based in the website goal statement. Christie understands my risk tolerance level and her advice has definitely given me peace of mind while ensuring that there is growth in the portfolio. The best part of meeting with Christie is the mutual respect, trust and liking that have been built up over the past four years.
— Linda
I started seeing Christie Coltman at Bewley & Coltman Financial Services over 15 years ago with a modest sum of money and limited knowledge in investments. Now as I approach retirement with a new retirement home and a healthy and growing portfolio I am pleased to thank Christie for her patience, humour and gentle guidance through the years. She has taken the time to learn about me as a person, my needs, my life style and personal goals during our many meetings. Her involvement and expert guidance has made adapting to the ever-changing markets and making decisions about this much, much easier. I look forward to our continued meetings as I move into retirement and enjoy spending my nest egg. Thank you Christie.
— Rick P.