Plan now for your financial future
You work hard to earn a living and build a good life, so we work equally hard to protect your investments. At The Co-operators, we take the worry and confusion out of wealth and estate planning.
Whether you’re new to investing or already have a plan in place, you can rely on us for trusted advice about building your financial future. Our Wealth and Estate Planning Managers and your local Financial Advisor work as a team to play an active role in every step of the process towards developing the best investment plan for you.
Your Financial Advisor will work with you to identify your priorities, examine your resources, and provide solutions to help meet your needs. Once we understand your personal situation, we can build a plan that includes:
- Advanced wealth and estate planning. We’ll analyze your investment portfolio, retirement plan and retirement income options and then recommend the right insurance products and investment solutions to suit your goals. We can also explore ways to maximize your wealth accumulation and tax savings to ensure a steady stream of retirement income.
- Planned giving. Discover ways to maximize your charitable donations through planned giving strategies.
- Business continuation. We’ll review your financial statements to make sure you have the right business coverage in place, including Key Person insurance. We can help ensure the seamless transition of your business to a partner, family member or key employee through a buy-sell agreement in the event of your death.
It’s important to protect what you work hard to earn. We’ll help every step of the way with a process backed by experience and professionalism, and tailor a solution specific to your insurance needs and financial goals.