FINANCIAL ADVISING

 Protect and build your net worth. 

RETIREMENT ANALYSIS

  Ensure you don’t outlive your assets. 

TAX AND ESTATE ANALYSIS

Ensure your estate is protected from risk and probate. 

WEALTH PROTECTION

Protect your income, health or your life.

 

ABOUT US

Colwood Shores Financial is a boutique, family operated firm located in Colwood, BC, on Victoria's westshore. We work with you to determine your financial goals and create realistic strategies to help you achieve them.

 

We help you to discover your risk tolerances and time horizons for all your objectives. We take time to explain the options and choices available to you that will help build and protect your assets, all while keeping your tax bill in mind. 

 

We know the investment world is complex and we help you make sense of the non-sense.

 

We're here to be your guide to securing financial wellness for you and your family.

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OUR PEOPLE

At Colwood Shores Financial we are about building relationships, creating trust, providing value, and dealing in honesty.

 

We work within a team-based philosophy, combining our many years of experience and specialized skillsets to provide advice-seeking clients with investment, tax-saving, and estate strategies that help build and protect your net worth.

Our team can help you to take the emotion out of the investment process and provide you with advice you can trust when making important financial decisions that affect you and your loved ones.

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*Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other Products and Services are offered through Jennifer Frederiksen-Browne.

©2020 by Colwood Shores Financial Ltd.  DISCLAIMER | PRIVACY POLICY