The representatives on our team take pride in helping you get the most out of your policies and financial plans. You can trust us to make sure you have the right coverage and investments to take care of the people and things you care about most. Get personalized service with one-on-one advice and clear answers to your insurance and investment questions. When you choose The Co-operators, you’re choosing a dedicated team that’s on your side, ready to help you make confident financial choices. Connect with us today.
Chartered Life Underwriter (CLU®)*Courtice katie_deering@cooperators.ca
Mutual Fund Investment Specialist**
After working in the insurance industry since 2009, I moved into the role of Financial Advisor here at the Courtice Co-operators location in March 2020. I am currently pursuing my CFP and CLU designations.
I enjoy helping business owners navigate the financial and tax challengers associated with running a business, in addition to their insurance and financial needs. I assist clients with long-term savings, so they can retire when they want to.
After working in the insurance industry since 2009, I moved into the role of Financial Advisor here at the Courtice Co-operators location in March 2020. I am currently pursuing my CFP and CLU designations.
I enjoy helping business owners navigate the financial and tax challengers associated with running a business, in addition to their insurance and financial needs. I assist clients with long-term savings, so they can retire when they want to.
Associate Financial AdvisorCourtice penny_zerf@cooperators.ca
I have 24 years of experience in the insurance industry with extensive knowledge of Life and Business insurance, as well as our Home, Auto, Group and Investment products. I am currently pursuing my mutual funds licence.
I have 24 years of experience in the insurance industry with extensive knowledge of Life and Business insurance, as well as our Home, Auto, Group and Investment products. I am currently pursuing my mutual funds licence.
Associate Insurance AdvisorCourtice melissa_deering@cooperators.ca
I have been working in the industry since 2017 and am focused on Home and Auto insurance, while I upgrade my skills to help my clients protect their financial risks.
I have been working in the industry since 2017 and am focused on Home and Auto insurance, while I upgrade my skills to help my clients protect their financial risks.