The independence to invest on your own or get the best value from an advisor

Use the Co-op’s Best Portfolios for Canadian investors:

• Lowest cost plus near-benchmark returns
• Canadian equity costs as low as .17% versus 2.87 for the average mutual fund
• Canadian fixed income costs as low as .55% versus 2.25% for the average bond mutual fund
• Pay $254 a year instead of $1474…a savings of $1214 (on a $100,000 balanced account)

Consumer Reports, Guide, and Workbook show best products and strategies:

• Only A+ or A rated funds
• Low cost index units and mutual funds
• ETFs
• Asset classes that give fair returns
• Avoiding unhealthy products such as Protected Principal Notes

Free online help:

•       Ask Co-op experts your questions on investing, financial planning, insurance, and group plans

Find better advice:

• Directory of carefully chosen advisory options
• Portfolio Upgrade Report Card tool helps you identify problems
• Find the right asset allocation and portfolio

Portfolio consultations to help improve your portfolio (additional cost)

·        Reduce costs and risk, use better strategies, and add product that can improve returns

Use available industry discounts:

·        Almost all financial services costs are negotiable

·        The Co-op keeps you informed on discounts that can reduce costs significantly

·        Discounts on certain transfer and administration costs from supporting firms

We help you reduce risk and protect capital…low risk = higher returns:

• Safe assets that provide fair returns
• Low risk strategies proven over time for both equity and fixed income
• Protecting against capital loss
• Dispute resolution that works

Stay informed with our Members Only Blog

It all adds up to fair returns for our members.

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