Christy Coultice is a seasoned financial professional with over 12 years of experience in financial advisory, strategic planning, and valuations. As a Wealth Associate at Wealth Stewards, she helps individuals and families navigate complex financial decisions, ensuring their wealth is managed and structured in alignment with their long-term goals. She specializes in financial planning, investment strategies, and risk management, providing tailored solutions to safeguard and grow her clients' assets.
Before joining Wealth Stewards, Christy was a Senior Manager in Financial Advisory Services at BDO Canada. There, she played a pivotal role in delivering in-depth financial analysis for strategic planning, high-stakes litigation, tax planning, and succession planning. With her Chartered Business Valuator (CBV) designation, she led valuation services that supported tax strategies, family law cases, and shareholder dispute resolutions. Her ability to distill complex financial information into actionable insights has been instrumental in helping clients make informed financial decisions.
Christy's core values center around integrity, accountability, and a client-first approach. She believes that financial success is built on a foundation of trust, informed decision-making, and a clear vision for the future. Her driving force is empowering clients with the knowledge and strategies they need to achieve financial security and peace of mind.
Outside of work, Christy enjoys spending time with her husband and two sons. She is passionate about staying active as well as supporting her children’s evolving interests. She is a proud hockey mom, volunteer soccer coach and supporter of her boys’ creative art pursuits.
Whether guiding clients through investment decisions or structuring wealth plans for future generations, Christy is committed to delivering expert financial guidance with a personalized touch.
