Our Team continues to expand to offer more support and solutions
Cooper Financial Group is an experienced (32 years and counting) local firm with three specialized divisions working together to meet our clients needs: Cooper Financial Services for individual and corporate insurance and financial solutions, Integrated Benefit Solutions for employee benefits, and now Cooper Financial Wealth Management, our IIROC division supported by our financial dealer, Aligned Capital Partners Inc.
We are proud to enhance our expertise with the addition of team members: Christine Jiggins - Employee Benefits Marketing and Administrative Associate, Deborah Gresty - Employee Benefits Marketing and Administrative Associate, Travel Specialist, and newly licensed for Life and Living Benefits, Melissa Howorth, - Financial Administrative Assistant, Bond Skillings – Wealth and Insurance Specialist, joining Stephanie Ritchie – Senior Consultant, Employee Benefits, Connie Roberts – Office Manager, and Diane Carpenter who is also Life and Living Benefits licensed and has moved from operations and service to focus on Insurance and Employee Benefits. Visit the team link here for bios and pictures.
We have moved to Aligned Capital Partners Inc.
Cooper Financial Wealth Management, our wealth division lead by Carol Cooper and has made a change in financial dealerships, moving to an IIROC platform with Aligned Capital Partners Inc. In addition to financial planning services, we can now offer our clients greater flexibility of solutions utilizing a wider array of investment products. Please see the website page link here for more information.
Big changes at Cooper Financial including a new consultant!
We are thrilled to announce a new team member Diane Carpenter. Diane joined us in the late fall of 2013. She will be taking on the role of Operations Manager for Cooper Financial and will be supporting the IBS team while Gayle is on maternity leave in 2014. Please join us in welcoming here.
Summer 2013 — Cooper Financial is MOVING!
New Website, New Look and NEW LOCATION. Summer 2013 we will be moving to a new location. Watch for more inforamtion about our new location in the following months.
2013 TFSA Announcement
An extra $500 has been added to the Tax-Free Savings Account (TFSA) contribution limit!
With this inflation adjustment, your TFSA is more powerful than it’s ever been. And even if you haven’t contributed the maximum each year, you can still carry it forward and catch up at any time.