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Advice that meets you where you are

Unsure of what your next investment or life insurance move should be? We get it.
With personalized advice available to all Canadians, we got you.

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Investment and life insurance resources

Creating an investment and life insurance plan can feel overwhelming. But it doesn’t have to. That’s why we’ve put together a list of resources to help you at every stage of your financial planning journey.

Unlocking the right strategy

You’re eager to start investing and finding life insurance that works for you. But maybe you’re unsure of what your first move should be. Explore our resources to help make sure the right pieces are in play for your future.


Staying on track

You already know the value of investing and having life insurance that protects the people you love. But maybe you feel like you need a GPS to help you take the next step. Explore our resources to guide you forward.

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Planning what’s next

You’re already investing and have life insurance, and you’re taking all the right steps to protect your family. But life is busy and maybe you feel like you’re hitting snooze on planning for whatever comes next. Explore our resources to help secure your future.

We’re here to help you invest and plan smarter

A representative can help you:
  • Create budgeting and savings strategies
  • Choose the right insurance
  • Build an investment plan that fits your life
  • Prepare for the future

Connect with someone who gets it.

Find a financial representative

Life insurance products are underwritten by Co-operators Life Insurance Company. Mutual funds are offered through Co-operators Financial Investment Services Inc. to Canadian residents except those in Québec and the territories. Segregated funds and annuities are administered by Co-operators Life Insurance Company. Not all products are available in all provinces.

This material is provided for informational purposes only. Please refer to your policy for applicable coverage details, limitations, and exclusions. Individual circumstances may vary. www.cooperators.ca | 1-800-454-8061

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Facts before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits. Their values change frequently and past performance may not be repeated.

In Quebec, a licensed insurance advisor is a Financial Security Advisor or a Representative.


Co-operators Life Insurance Company and Co-operators Financial Investment Services Inc. are committed to protecting the privacy, confidentiality, accuracy and security of the personal information that we collect, use, retain and disclose in the course of conducting our business. Please refer to our privacy policy for more information.

Co-operators® is a registered trademark of The Co-operators Group Limited and is used with permission. © 2025 Co-operators Life Insurance Company © 2025 Co-operators Financial Investment Services Inc.