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Advisor resources

Support your clients with our secure online portal. Review plan assets and activity, access plan member accounts, and more.

Group retirement and savings solutions for today’s workforce

Help your clients build the right plan. Our comprehensive solutions can be tailored to the needs of your client’s organization and their employees’ financial goals. Explore our products and investments.

Popular savings and payout products

Investments and performance

We offer a diversified mix of investments to suit different risk profiles. Learn about our investment options, meet our investment management partners and review our fund’s performance.

Go to investments and performance

Why partner with Co-operators?

Helpful advice from friendly experts

You’ve got clients to support. We’ve got experts who can provide plan recommendations, help you understand industry trends and more.

Resources to support your clients

Help your clients from the moment they start working with you. We offer education sessions for plan sponsors and members, regular service meetings, and more.

Stewardship and governance support

We’ll help you deliver annual reviews and provide governance support to plan sponsors, giving you more time to build and manage strong client relationships.

Ready to work with us?

Discover how we can help you grow your business. Connect with an account executive today.