I will work closely with you to fully understand your specific situation and goals. Based on your needs, I'll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future. Preparing for an appointment: The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse: Salary or income, investments and insurance amounts, Pension and registered savings information , Assets and debts, Financial information for any business you own.
The Co-operators Group Limited is a Canadian co-operative with more than $48 billion in assets under administration. Through its group of companies it offers home, auto, life, group, travel, commercial and farm insurance, as well as investment products. The organization protects over 629,000 lives, 800,000 homes, 1.3 million vehicles, 39,000 farms and 197,000 businesses. It insures 175, 000 employees through Group Benefits plans, offers a wide range of Wealth Management products and provides Credit Lfe insurance to 617,000 Canadians.
The Co-operators is well known for its community involvement. As a co-operative insurer, the organization believes it has a responsibility to help build stronger, safer communities by actively supporting distraction-free driving, mental health, flood safety and sustainability.
The Co-operators is listed among the Best Employers in Canada by Aon Hewitt and Corporate Knights' Best 50 Corporate Citizens in Canada.