Investments. Insurance. Advice. All in one place. Advisor Name, Financial Advisor, Corporate Name. And that’s not about to change.
Insurance products offered through Co-operators General Insurance Company and Co-operators Life Insurance Company. Advisor Name, Mutual Fund Investment Specialist, Mutual Funds offered through Co-operators Financial Investment Services Inc. As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial st
08/28/2026
See the full picture of your investments. A total portfolio approach helps ensure everything you own is working together, not in silos, so you can move forward with clarity. Want to understand how your portfolio stacks up? Let’s connect.
08/18/2026
Ready to feel more in control of your finances? Let’s start the conversation. Connect with us to book an appointment.
07/31/2026
Secure your long-term guarantees. Reach out to your financial representative for trustworthy advice tailored to your long-term goals.
Disclaimer: Co-operators does not provide tax advice. Tax benefits may vary and are not guaranteed.
07/29/2026
Life changes, and your plans should keep up. Taking time to think ahead can help simplify things for those you love and give you confidence along the way. Reach out to us to learn more.
07/24/2026
⏰ We’re halfway through the year—a natural point to revisit your portfolio.
A mid-year check-in helps ensure everything is still working as it should:
• Confirm your investments remain aligned with your evolving goals
• Make proactive adjustments instead of reactive decisions
• Stay focused on long-term progress, not short-term distractions
These moments of pause are often what keep a plan on track.
Let’s connect to set up a mid-year investment review.
True or False: You need to be wealthy to have an estate plan.
07/08/2026
Take control of your financial future. Connect with your financial representative today to learn how permanent insurance can elevate your wealth-building strategy.
Disclaimer: Co-operators does not provide tax advice. Tax benefits may vary and are not guaranteed.
06/26/2026
Reach out to us today for honest, empathetic advice tailored to your budget.
06/23/2026
Planning ahead is all about the details. Understanding the difference between a successor and a beneficiary can make a meaningful difference for your loved ones. In Quebec, TFSA transfers to a specific person upon death must be handled through a will. Connect with us to learn more.
Who takes over a TFSA when the owner has passed?
A – Successor holder
B – Beneficiary
Let us know in the comments.
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