Investments

Wherever you are on your path to investing, we offer friendly, holistic and tailored advice.

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What are you saving for?

Major purchase

Saving for a car? Maybe a vacation? Whatever your goals, we can help.

First home

Save for a down payment faster and get closer to home ownership.

Retirement

Maximize your savings so you can enjoy your retirement.

Emergency fund

Build a safety net for the future by making the most of every dollar.

Child’s education

Start saving today for their future education.
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Popular accounts and products

Investment accounts

Tax-Free Savings Account (TFSA)

Grow your money tax-free to help you save for anything you want.

First Home Savings Account (FHSA)

Save faster and tax-free for your first home.

Registered Retirement Savings Plan (RRSP)

Build your retirement savings faster.

Registered Education Savings Plan (RESP)

Save for a child’s post-secondary education.

Non-Registered Savings Plan

Enjoy the flexibility of unlimited contributions and withdrawals.

Explore all investment accounts

Learn about all our investment accounts.

Products

Mutual funds

Invest in a pool of professionally managed funds that provide diversification and growth potential.

Segregated funds

Invest in an insurance-based solution that offers growth potential and a guarantee on your principal.

Annuities

Access a guaranteed income while removing the need to make ongoing investing decisions.
Manage your investments online
Mutual funds dashboard

Review the performance of your mutual funds, your transaction history and more.

Sign in to your mutual funds dashboard

Online Services

Clients with segregated funds and annuities can review their documents, transactions and more.

Sign in to Online Services

Investment tools and resources
Types of investment profiles

Your risk tolerance determines your investment profile. Learn how to invest based on different profiles.

Learn about investment profiles
Savings and retirement calculators

Use our savings and retirement calculators to help map out your financial journey.

Use calculators
Market View

Read market-related news and insights. Plus, get weekly and quarterly updates on investment markets.

Read Market View
Dedicated financial services advisors*

Connect with one of our experts to get holistic financial support.*

*Only available to residents in Quebec. Mutual funds are not offered in Quebec.

Connect with a financial services advisor
Discover what makes us different

Personalized advice

Get help that’s easy to understand and tailored to your goals, from supportive financial representatives who are here for the long term.

Comprehensive solutions

Achieve the resilient financial future you want with our wide, holistic selection of accounts and products.

Values that match yours

As a values-driven co-operative, our decisions are based on what’s right for you.

Who we are

Co-operators Life Insurance Company (CLIC)
As a life insurance provider, we offer segregated funds, an insurance-based investment solution with unique benefits that position you to leave a family legacy.
Co-operators Financial Investment Services (CFIS)
CFIS is a licensed mutual fund dealer, providing investment solutions from the fund managers that we partner with: Addenda Capital, AGF Investments, CI Financial, Dynamic Funds, Fidelity Investments, Franklin Templeton, Invesco, Mackenzie Investments, NEI and SEI

Ready to grow your money?

Connect with us to start investing.
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Not all products are available in all provinces.

In the province of Quebec, the authorized representatives are Financial Security Advisors who have been duly certified by the Autorité des marchés financiers.

Mutual funds are offered through Co-operators Financial Investment Services Inc. to Canadian residents except those in Quebec and the territories. Segregated funds and annuities are underwritten and administered by Co-operators Life Insurance Company.

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 visit our privacy policy for more information.

Co-operators® is a registered trademark of The Co-operators Group Limited.

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