What can we help you with?
Caroline Seo-Reid
Associate Financial Advisor*
Mutual Fund Investment Specialist**
Caroline has many years of client relations experience and has a passion for helping people. Caroline can assist with your Home, Auto, Life and Business insurance. She is also able to help with our Segregated Fund offerings and is working towards her PFA.
Location
Rockwood, Guelph
EmailJamie Waites
Associate Financial Advisor*
Mutual Fund Investment Specialist**
Jamie has many years of experience in the banking sector. Jamie can assist you with our many financial products, as well as Home, Auto, Life, Business and Farm insurance.
Location
Guelph
EmailKim Baseggio
CFP®
Associate Financial Planner*
Mutual Fund Investment Specialist**
Kim has over 25 years of experience in the financial services world. While wealth management is Kim primary role, she is also able to assist you with Business insurance, including Group Benefits and Group Retirement plans.
Location
Guelph
Email*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.