Thank you for visiting our website!
We are an exclusive agency representing The Co-operators General and Life Insurance Company. We are conveniently located in the Hawthorne Village Square Plaza at the corner of Derry Road and Trudeau Drive in Milton.
Our agency is committed to cultivating long-standing relationships with our clients, exceeding service expectations based on our adherence to values, providing a full range of superior products, and providing professional, courteous and knowledgeable advice and service.
We offer a wide variety of insurance and investment products and our team can customize your financial portfolio to meet your present and future needs. Each of us knows our clients by name and conduct personal reviews regularly to ensure your coverage continues to meet your needs.
As your Financial Advisor, my goal is to provide you with consistent, high quality, personalized service that The Co-operators is known for. Milton has been my home for over 45 years and I feel a very strong commitment to the people with whom I share this community.
I have proudly worked for The Co-operators organization since 1991, and hold my Certified Financial Planner (CFP), Chartered Insurance Professional (CIP) and Fellow, Chartered Insurance Professional (FCIP), Certified Health Insurance Specialist (CHS), and Chartered Life Underwriter (CLU) designations. I continue to educate myself, maintaining the most current knowledge of this industry to provide the best advice to my clients.
Our agency looks forward to meeting with you and we thank you for giving us the opportunity to prove that The Co-operators can make your community a better place.