David Kilpatrick

It's #FinancialLiteracyMonth! As your life changes, so do your financial needs. Check out our latest resources designed to help you navigate three of life's major milestones: starting a new career, buying your first home and welcoming a baby. Learn more here: Planning for life’s milestones - Co-operators

Like the players on a hockey team, life insurance options can vary in their roles. Whether you’re looking for the stability and long-term protection of Whole Life, the flexible coverage of Universal Life that adapts to market conditions or covering financial commitments with Term Life, this hat-trick of options can suit your needs and budget.

If you have an RRSP, you have a key decision to make by the end of the year you turn 71. You can withdraw all your funds, transfer them to a RRIF, or buy an annuity. Choosing the right option will set the stage for the next chapter in your life. Talk to us today.

September is #LifeInsuranceAwarenessMonth and it’s a good time to think ahead. Let us help you protect what matters with a tailored plan that puts you first.

Looking to drive sustainable results, for your future and the community’s? Co-operators Sustainable Investment Solutions make it easy to do both! Talk to us today.

Choosing from our sustainable-investing options – for your RRSP and TFSA – can help to secure your future and the planet’s. Talk to us today!

As a leader in sustainable investing, we can build you a portfolio that aligns your investments with your values — and helps you reach your financial goals. Ready to talk growth? Contact us today.

With Co-operators Sustainable Investment Solutions, you can help to address today’s biggest environmental and social issues, while achieving your financial goals. Find out how easy it is to invest for your values and potential returns at the same time! Talk to us today.

It's always a good idea to have a backup plan. Investments and Insurance. We do both.