Financial services and advice

As a financial services provider, we help secure the future

Our wide range of investment and wealth planning products, solutions and advice are positioned to build the long-term financial prosperity and stability that Canadians and businesses require to navigate times of uncertainty and recover when unexpected challenges arise. Through sound financial planning, we can help lay the groundwork for financial security and resilience.

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Building wealth for future prosperity

Helping clients map their personal pathways to financial security – especially amid rising economic pressures – begins with understanding their unique circumstances and needs.

Photo of Sandy Alfonsi

“What inspires me the most is the chance to make a real difference in people’s lives. It's truly a privilege to work with my clients and help them build a solid financial future. Every situation is different and finding solutions to meet each client’s needs is a challenge I welcome and enjoy.”

Sandy Alfonsi
Financial Advisor and Mutual Fund Investment Specialist
$2.75 billion

Retail wealth assets under management and administration

Investments designed with a sustainable future in mind

As we help clients plan their financial futures and build wealth, we can have a positive impact on the well-being of our environment and our society. Co-operators Sustainable Investment Portfolios aim to deliver a market-rate return on investment, while advancing and scaling solutions to environmental and social challenges.

Investing in a sustainable, net-zero emissions economy is a good strategy because these investments are inherently designed to drive positive outcomes. They help ensure our planet and our society can support a robust economy for generations to come. The economy exists within the sphere of society, and society exists within the sphere of our planet. They cannot be disconnected.

Special feature

Real advice in the digital space

Financial services are being reshaped by the widespread adoption of new technologies and online capabilities. Insurance, investments and advice are often accessed at the click of a mouse or the swipe of a finger. Yet, as advancements in data availability and artificial intelligence change the playing field, we’ve kept our focus on building a culture of digital trust with our clients, ensuring that our digital evolution — as part of our overall client experience strategy — reflects our purpose, our vision and our values as a co‑operative.

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