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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Drew Finerty
Shelley Finerty
Vice-President, Practice Management
Dustin Finerty, LLQP®
Jennifer Frederiksen-Browne, LLQP®
Dylan Kerney
Portfolio Manager
Mathew Cain
Associate Portfolio Manager

Team values

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Client-First Approach

Colwood Shores Financial prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, they ensure each client feels valued and supported. Their client-first philosophy drives every decision, ensuring strategies are tailored to achieve meaningful outcomes and long-term financial success.

Integrity as a Guiding Principle

Honesty, transparency, and ethical practices are the foundation of Colwood Shores Financial. The team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting the client’s best interests at the forefront, they create a trusted partnership that inspires confidence and builds lasting relationships.

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Our dedication to excellence is
reflected in every aspect of our work

Clients can expect a proactive, high-touch experience designed to simplify and enhance their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond to deliver exceptional service and build lasting relationships. This means not only addressing clients' current needs but also anticipating future challenges and opportunities, helping them feel confident and prepared for what lies ahead.

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Empowering Clients Through Knowledge

At Colwood Shores Financial, staying informed and knowledgeable is a top priority. The team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, they ensure every decision is well-informed. This commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Timeline

1990

Drew Finerty starts at Investors Group as a CFP Financial Planner and Division Manager.

1996

Shelley Finerty joins IG Financial Services as a Support Analyst.

2013

Drew Finerty joins Coast Capital Savings Credit Union as a Financial Advisor.

2013

Dustin Finerty becomes a Customer Service Representative at Coast Capital Savings.

2018

Drew Finerty establishes Colwood Shores Financial as a Financial Advisor and Planner, continuing the family legacy of financial expertise.

2019

After a successful 20+ year career in banking and finance, Jenniffer brought her deep industry knowledge and client-focused approach to CSF, joining the team in 2019.

2019

Dustin became part of CSF in the fall of 2019, bringing experience from previous roles in both the banking and real estate sectors.

Supporting our community

Colwood Shores is proud to support JDF FC in their efforts to provide accessible and inclusive soccer programs for youth in the Westshore. Their contribution helps the club with essential needs such as equipment, field access, and program development. We’re happy to play a small part in supporting an organization that brings people together, encourages healthy activity, and helps young players build confidence and connection through sport.

 

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Colwood Shores Financial is dedicated to supporting the local community and is a proud sponsor of the Goldstream Food Bank Society. By contributing to this vital organization, the firm helps provide food assistance to residents in need across View Royal, Langford, Colwood, Highlands, East Sooke, and Metchosin. Through ongoing sponsorship and community engagement, Colwood Shores Financial recognizes the importance of ensuring food security for vulnerable families. 

Colwood Shores Financial is proud to support the View Royal Fastball program, helping to provide a safe, competitive environment for young players to learn and enjoy fast-pitch softball. Through this involvement, the team promotes positive self-esteem, teamwork, and leadership. Focused on sportsmanship, fitness, and personal growth, they help young athletes develop important life skills, build lasting friendships, and foster an appreciation for teamwork and healthy living.

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.