DREW

FINERTY

Financial Advisor

Worldsource Financial Management Inc.

drew@colwoodshores.ca

 250-896-5016

Drew began his career in financial advising with Investor’s Group in 1990 before leaving the industry to pursue a career in sports management in the early 2000’s.

 

During his time at IG, he worked with over 500 clients and filled the position of Division Manager, where he supported and coached a team of Advisors from a variety of experience levels.  

Drew always kept his eye on the markets as he knew he would eventually come back to the financial industry, and indeed returned as a Financial Advisor in 2013.

 

Today he continues to advise clients based on their unique life story and goals, exceling in explaining the markets in simple terms. His number one goal is to allow his clients to sleep well at night knowing they are in the correct investments for their personal situation.

JENNIFER 

FREDERIKSEN-BROWNE

Financial Advisor

Worldsource Financial Management Inc.

jennifer@colwoodshores.ca

 250-580-5401

Jennifer is passionate about helping others, sharing her insights on what she’s learned in her 27 years of financial industry experience. She helps educate clients on how to protect their assets while leading them towards their vision for a healthy, secure financial future.

 

Jennifer is registered to offer mutual funds & insurance and is passionate about helping her clients make decisions that bring peace of mind. With her experience and knowledge in Estate services, understanding detailed programs like RESP’s (Registered Education Saving Plans) and RDSP’s (Registered Disability Saving Plans) she ensures clients receive the full government matching benefits they are qualified to earn. 

 

Through personal experience, Jennifer always has protection top of mind when discussing a client’s financial position. She knows the value of protecting income and capital through Life, Critical Illness and Disability insurance. She is constantly increasing her knowledge and passing it on to help her clients understand how to protect their family, income and net worth.

 

Jennifer provides up-to-date expertise in confidential client meetings. Book a discovery meeting to see if Jennifer is a fit for you and your goals.

DUSTIN FINERTY

Administration and Communications Director

dustin@colwoodshores.ca

 250-920-5192

Dustin has a diverse background in real estate, banking, marketing, communications, writing, web and graphic design.

 

He is currently working on completing mutual funds related courses to become a Financial Advisor and plans to begin working on the Certified Financial Planner (CFP) designation in the near future.

 

He is ambitious and passionate about helping others provide a secure future for generations to come.

If you have questions or concerns about the process, your statements, transactions or are have any other questions, Dustin is here to help.

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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