What can we help you with?
John Darch
CFP® , CHS , CLU®
Financial Planner*
Mutual Fund Investment Specialist**
Location
Grimsby
Email
Alisa Klos
Associate Financial Advisor
Alisa was welcomed by the Grimsby team in 2024. She specializes in providing expert advice and customized solutions for life insurance, disability, critical illness and health benefits, as well as home and auto insurance needs. Alisa treats everyone like family and is passionate about protecting what's important to our clients while providing exceptional service through education, integrity and empowerment.
Hobbies
Alisa lives with her husband in St. Catharines and loves travel, canoeing and wildlife.
Location
Grimsby
Email
Jon Zeppa
CFP®
Associate Financial Planner*
Mutual Fund Investment Specialist**
Location
Grimsby
Email
Katrina Petrella
Associate Insurance Agent
Katrina joined Co-operators in 2019 as a Licensed Insurance Representative specializing in auto and home insurance. In 2023 she moved to the Grimsby team and now specializes in business insurance.
Hobbies
In her spare time, Katrina enjoys spending time with her family and loves to travel.
Location
Grimsby
Email
Liesa Mckenzie
Associate Insurance Agent I
Liesa joined the Grimsby team in 2022, bringing over 20 years of automotive industry experience. She specializes in auto, home and farm insurance. Liesa enjoys getting to know clients and is focused on delivering personalized advice and solutions to protect their assets and ensure their financial security.
Hobbies
Liesa is a busy mom who loves supporting her children in their various sporting activities. Liesa also enjoys working in the garden and spending time with family and friends.
Location
Grimsby
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.