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Aileen Matters
CFP®
Financial Advisor*
Mutual Fund Investment Specialist**
Aileen joined The Co-operators in May 2017. Her financial planning career began in 2002 with Freedom 55 Financial in Saint John, NB. Her desire to help people improve their financial security and enjoy their lives brought her into the business. After becoming an empty-nester, she returned home to Prince Edward Island in 2014 to expand her financial planning practice. Aileen is a true ambassador for Co-operators mission statement: Financial security for Canadians and their communities.
Aileen takes all clients through a customized planning process that considers each client's financial situation to provide personalized, creative, tax-effective solutions that give peace of mind. She understands the importance of knowing you and your family will be looked after in the event of an accident or sickness while planning for a secure retirement and family legacy.
Aileen is a UPEI graduate (Class of 1985 with a Bachelor of Business Administration) and has earned her Certified Financial Planner (CFP) designation. Her caring yet informative style is a refreshing experience. If you are a pet lover, her dog, Charlie, has become the office dog, bringing daily smiles to clients and staff.
Aileen enjoys time away from the business with her family and friends, especially Charlie, yoga, running and travelling. She contributes to the community as a founding member of the PEI Chapter of 100 Women Who Care.
Location
Charlottetown
Email
Krista Beals
Associate Insurance Advisor
Krista Beals is an experienced Associate Insurance Advisor specializing in business insurance. With a comprehensive understanding of the insurance industry, Krista has obtained licences and training in auto, home, business, and farm insurance, allowing her to provide clients with tailored coverage solutions for their diverse needs.
Since joining Co-operators in 2009, Krista has demonstrated an unwavering commitment to delivering exceptional customer service. Her meticulous attention to detail and thorough approach ensures that business owners, farm owners, and property owners receive the appropriate coverage to safeguard their most valuable assets. Krista understands the importance of protecting businesses, farms and properties, and she goes above and beyond to ensure her clients' peace of mind.
Krista is not only a dedicated Associate Insurance Advisor but also a caring wife to Jon, mother of two, and dog mom to Dory. She understands the importance of protecting what matters most. Her meticulous approach, coupled with her passion for customer service, makes her an invaluable asset for businesses, farms and property owners seeking the right coverage. Krista's commitment to excellence and her genuine care for her clients set her apart, ensuring that they receive the personalized attention and peace of mind they deserve.
Speciality
Business and farm insurance
Location
Charlottetown
Email
Sandra Antoun
Associate Insurance Advisor
Sandra Antoun is an accomplished Associate Insurance Advisor with expertise in business, home and auto insurance. Joining Co-operators in 2020, Sandra brought with her a wealth of experience, having previously worked at Scotiabank. Her extensive knowledge and dedication to serving clients make her an invaluable asset to the Co-operators team.
Originally from Syria, Sandra and her family immigrated to Prince Edward Island in 2016. This unique background gives her a deep understanding and empathy for clients who may be navigating language barriers or adjusting to a new country. Sandra's patience and ability to connect with individuals whose first language is not English allow her to provide exceptional service, ensuring that all clients feel comfortable and supported throughout the insurance process.
In addition to her professional endeavours, Sandra treasures her free time, which she spends with both her immediate and extended family. Her strong sense of community and connection to her roots are evident in her involvement with the local Lebanese and Syrian communities. Sandra finds fulfillment in building relationships within these communities, fostering a sense of belonging and support for all.
Sandra is not only a skilled Associate Insurance Advisor but also a compassionate individual who understands the importance of creating a welcoming environment for clients from diverse backgrounds. Her expertise, patience, and commitment to relationship building set her apart, ensuring that clients receive personalized attention and feel confident in their insurance decisions. Sandra's passion for serving others, combined with her cultural connections, make her an invaluable member of the Co-operators team, dedicated to meeting the unique needs of her clients and supporting her local community.
Speciality
Business and home insurance
Location
Charlottetown
Email
Stacey Gauthier
Associate Insurance Advisor
Stacey Gauthier is a dedicated Associate Insurance Advisor specializing in home and auto insurance. With a warm and friendly approach, Stacey joined Co-operators in 2021, bringing her expertise and passion for providing exceptional service to clients seeking home and auto insurance solutions.
Known for her efficiency and attention to detail, Stacey takes pride in assisting clients with their insurance needs. Whether it's finding the right coverage or ensuring all aspects are carefully reviewed, Stacey's commitment to delivering outstanding customer service shines through in every interaction. Her friendly demeanour and strong communication skills allow her to establish trusting relationships with clients, making their insurance experience pleasant and stress-free.
In addition to her professional pursuits, Stacey is a devoted mother to her three children. Their happiness and well-being are of utmost importance to her, and she cherishes the time they spend together as a family. Stacey also considers herself a lucky second dog mom to Charlie, the office mascot.
When she's not assisting clients or spending quality time with her loved ones, Stacey showcases her creativity through various endeavours. She has a knack for crafting, particularly with her Cricut machine, where she brings her artistic ideas to life! This creative outlet allows her to explore new possibilities and express her unique perspective.
Stacey is not only a skilled Associate Insurance Advisor but also a nurturing mother, a dog lover, and a creative soul. Her friendly nature, attention to detail, and dedication to providing excellent customer service make her a trusted professional in the realm of home and auto insurance. Stacey's ability to connect with clients, combined with her passion for helping them protect their most valuable assets, sets her apart as a valuable asset to the Co-operators team.
Speciality
Home, auto and travel insurance
Location
Charlottetown
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.