Our Purpose

Financial security for Canadians and our communities

We’re a leading financial services co-operative helping Canadians build their financial security, not just today, but long into the future. Through our products, services, investments, partnerships and community initiatives, we work to secure a sustainable, resilient society where Canadians can thrive for generations to come.

Our vision

We will be a catalyst for a resilient and sustainable society.

Our values

Our co-operative identity comes to life through our values.

  • Responsibility: We balance our care for society and the environment with our business success.
  • Integrity: We treat all our members, clients, employees, advisors, and partners with honesty and respect.
  • Inclusion: We achieve success by embracing the diversity of all Canadians.

Our co-operative principles

The seven global co-operative principles — as outlined by the International Co-operative Alliance — guide our decision-making.

Our vision of success takes a long-term view

Our long-term goals drive us toward our purpose to provide financial security for Canadians and our communities, build resilience in the face of evolving risks, and support a sustainably and inclusively prosperous society.


Our 2030 Enterprise Goals

By 2030, Canada is …

Financially secure

We have contributed to increasing financial security in Canada and among our members and clients.

Resilient against risks

We have helped make Canada more resilient and less vulnerable to risk.

Sustainably and inclusively prosperous

We have helped build inclusive and sustainable prosperity for Canadians and Canadian communities.

Find out more about our long-term goals (pdf)


We’ve connected our strategy to global sustainability

Our 2030 Enterprise Goals are aligned with the UN Sustainable Development Goals (SDGs), and we’ve developed a framework for how we contribute to them as an insurer, investor, business, and co-operative. By achieving our 2030 goals through our successive four-year strategic plans, we will maximize our impact how and where we can, working to make a meaningful contribution to communities within Canada and globally.

Our SDG Framework
Co-operators role in society SDG Contributions
Insurer: We offer risk transfer and management products and services and settle claims. 2, 3, 7, 8, 11, 12, 13
Investor: We invest our financial assets and are an active investment steward, advocating for the SDGs. 2, 3, 4, 5, 7, 8, 9, 10, 11, 12, 13, 17
Business: We manage our business operations and the procurement of goods and services. 3, 5, 7, 10, 12
Co-operative: We engage our member organizations, invest in the sustainability and resilience of our communities, and advocate for sustainable policies, economies, and legislation. All SDGs

Find out how we’re making an impact on the UN SDGs as an insurer, investor, business and a co-operative (pdf)