What can we help you with?
Jennifer Cook
CFP® , EPC , PFA™ , QAFP™
Financial Planner*
Mutual Fund Investment Specialist**
Thank you for visiting our website. Our team of professional staff is eager to serve you. We offer all lines of insurance, and our Associate Advisors can customize your insurance portfolio to meet your specific needs. We review our clients’ needs annually to ensure their coverage still meets their needs. We're conveniently located at 777B Queen Street in Kincardine. Give us a call today! We'll provide you with a no-obligation quote and be happy to discuss our extensive discount program.
I've been a Financial Advisor representing Co-operators since 2008 and have always enjoyed helping people build an insurance portfolio that meets their needs. I have a BSc in Human Kinetics, my general insurance licence, my life insurance licence, and am currently working towards my CFP (Certified Financial Planner).
Location
Kincardine
Email
Ivy Cook
Office Manager
Ivy has been with us since January 2020. Ivy is our office co-ordinator and director of first impressions.
Location
Kincardine
Email
Kelly Dagelman
PFA™
Associate Financial Advisor*
Mutual Fund Investment Specialist**
Specializing in business and life insurance, as well as investments, Kelly has been a part of our team since 2010.
Location
Kincardine
Email
Lana Wiebe
Associate Insurance Agent III
Specializing in home insurance, as well as life and wealth administration, Lana has been a part of our team since 2011.
Location
Kincardine
Email
Meaghan Boulton
Farm Specialist
Specializing in farm insurance, Megg has been part our team since 2022.
Location
Kincardine
Email
Rachael Hanna
Associate Insurance Agent
Specializing in auto insurance and assisting Kelly as a Commercial Specialist, Rachael has been with us since 2021.
Location
Kincardine
Email*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.