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.