Financial planning resources
As your life changes, so do your financial needs. To help you plan for the future with confidence, we’ve put together a list of helpful resources for different life stages. Explore our financial literacy articles.
New to the workforce
Kickstarting your financial future: How to plan for your future now
We’re here to help you navigate your transition to financial freedom. Learn how to simplify managing your personal finances through budgeting, setting financial goals and more.
First home
Your first home: What to know before and after buying?
We’re here to prepare you for home ownership. Learn about what you need to know before and after buying a home, and tips to help you throughout the process.
First child
Preparing for parenthood: Providing your children with financial security
We’re here to help you prepare for parenthood. Learn how to set up your child’s future, ensure your family’s financial stability and create a safety net for the unexpected.
Ready to talk about your goals?
We can help you save for what matters and keep what matters safe. Connect with a financial representative near you.
Insurance and investment calculators
Find out how much you need in a TFSA to achieve your goals.
Get a better understanding of how much coverage is right for you.
Find out how much you need to live comfortably in retirement.
Get a better understanding of how long your savings will last.
Life insurance products are underwritten by Co-operators Life Insurance Company. Home insurance products are underwritten by Co-operators General Insurance Company. Not all products are available in all provinces.
Mutual funds are offered through Co-operators Financial Investment Services Inc. to Canadian residents except those in Québec and the territories. Segregated funds and annuities are administered by Co-operators Life Insurance Company.
This material is provided for informational purposes only. Please refer to your policy for applicable coverage details, limitations, and exclusions. Individual circumstances may vary. You may wish to contact the licensed insurer’s representative or a licensed insurance agent if you need advice about your insurance needs. cooperators.ca | 1-800-454-8061
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Facts before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits. Their values change frequently and past performance may not be repeated. The information contained in this report was obtained from sources believed to be reliable; however, we cannot guarantee that it is accurate or complete. This report is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell any mutual funds. The views expressed are those of the author and not necessarily those of Co-operators Financial Investment Services Inc. The information contained in this report was obtained from sources believed to be reliable; however, we cannot guarantee that it is accurate or complete and it should not be considered personal taxation advice. We are not tax advisors and we recommend that clients seek independent advice from a professional tax advisor on tax related matters.
In Québec, a licensed insurance advisor is a Financial Security Advisor or a Representative.
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