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AFS Insights

Arbutus Financial Services Acquires Bewley & Coltman

VANCOUVER, BC, November 23, 2022 – Arbutus Financial Services, a leading full-service financial advisory firm and proud partner of Navacord, is pleased to announce the addition of Bewley & Coltman, effective November 15, 2022.

Bewley & Coltman is an established boutique financial services firm based in Victoria, providing investment and insurance solutions, tax and estate planning, retirement planning, and group benefits and group retirement consulting services.

“We are thrilled to welcome Christie Coltman and the team of Bewley & Coltman to Arbutus Financial. I have long admired Christie’s leadership, professionalism, and contributions to community and to our profession…she was a recipient of the J.G. Taylor Award in 2021, for her positive impact on the profession and the public,” says Neil Menzies, Arbutus Financial Services President. “Christie is a real talent and it’s exciting to think about what we can achieve together for our clients, employees, and community.”

“We were looking for a partner to continue our growth, but most importantly, for a partner whose values aligned with our own. Our genuine, expert, and personalized approach to serving our clients has been fundamental to our success,” says Christie Coltman, Co-Founder of Bewley & Coltman. “The team at Arbutus Financial Services | Navacord are perfectly in step, and we are aligned across all of our service offerings.”

About Bewley & Coltman
Founded in 1999, Bewley & Coltman was built by Christie Coltman and her mother Pat Bewley. The Victoria-based firm serves clients in British Columbia, Alberta, Ontario, and the Northwest Territories. For three decades, Bewley & Coltman has been helping clients pursue their dreams, achieve their goals, and protect those most important to them.

About Navacord
Founded in 2014 and headquartered in Toronto, Navacord is one of Canada’s top four commercial insurance brokerages and a leader in risk management services with more than $1 billion in premiums. From commercial and personal insurance to surety, employee benefits and retirement consulting, Navacord leverages national strength and a wealth of resources with the local-touch service of industry-specialized Navacord Broker Partners to deliver the trusted advice, expertise and custom insurance and financial solutions our clients need to face the future with confidence.