Financial and insurance solutions

Investing and insurance made easy, that puts people first

We support clients in building financial security and resiliency, through tailored financial advice, insurance and wealth products that build long-term security and peace of mind.

Learn more about our financial and insurance solutions (pdf)

Building prosperity of Canadians

Regardless of their level of wealth, all clients can benefit from financial advice. Our Co-operators-branded mutual fund dealer and suite of mutual fund products are delivered through 664 Mutual Fund Investment Specialists across Canada to build their clients’ wealth and help them plan ahead.

“Our clients choose us because they want a personalized financial solution that fits who they are as people. They come to us because of the human relationships we’ve built with them. We understand how their financial goals will help them achieve financial security and move them along their personal journeys.”

Senthu Punithavel, Mutual Fund Investment Specialist and Financial Advisor

Sustainable investing for a better world

Launched in 2022 in partnership with Addenda Capital, our new suite of mutual funds offer our retail investing clients a suite of investments that take environmental, social and governance (ESG) factors into account. Through these investments, clients can make decisions that build their personal wealth in ways that align with sustainability principles and mitigate many of the risks associated with increasing environmental and social challenges.

$2.2 billion in retail wealth assets under management and administration

Flood insurance for a changing climate

Our Comprehensive Water product is Canada’s only product to provide access to flood insurance for all Canadians, even those at highest risk. It was also the first product in Canada to cover storm surge — an ill-met need in our coastal communities that made headlines with the impacts of Hurricane Fiona.

672,674 Canadian households covered by Comprehensive Water

Preventing losses in Canadian farm operations

Working in partnership with PrevTech Innovations Inc, we’re enhancing the protection of Canadian farm operations through electrical monitoring devices that can be installed in barns and other farm structures to detect and prevent structure fires.