Okotoks Insurance & Financial Services Inc

The thought of getting life insurance shouldn’t fill you with dread. Getting the right coverage is easy, and offers you the reassurance you need that your loved ones will be taken care of. This Halloween, take the time to talk to us and you’ll feel discontent nevermore.

The waterfall method is about prioritizing your finances to help you achieve success. Start at the top with high interest debt, then work your way to setting up future financial goals. Let us help you prioritize to improve your cash flow.

Investing can be emotional in a fluctuating market. You’re 51% more likely to consistently save towards your monthly goals with the help of a financial representative. Let us show you how we can help you grow your finances.
*Source: More on the Value of Advice. C. Montmarquette, A. Prud’homme. CIRANO, 2020.

If you need legal advice on anything from family law to employment matters, Co-operators Home insurance policy holders can access our complimentary legal assistance helpline between 8am to midnight, local time, at 1-855-953-1431.

Moving in together means you’re on the road to building your relationship. It also means you’ll likely be sharing vehicles. Before your partner takes your car for a spin, you’ll need to update your auto insurance.

For over 75 years, we’ve been supporting co-operatives across the country. Our financial advisors understand the unique challenges you face, which is why we developed Co-op Guard®️ to help protect members and our communities. Find out more about the benefits. https://bit.ly/3RYzzfP

Reports that U.S. wholesale unexpectedly increased and consumer prices held steady in September led to an uneven finish for the benchmark stock indexes. The International Monetary Fund (IMF) also revised its inflation and economic growth forecasts for 2024. Get all the details in our weekly Update. https://bit.ly/3M3lvxM

Comprehensive auto coverage protects you beyond collisions, from things like theft, vandalism, damage from animals, and fallen objects. Ask us about adding it to your auto insurance policy.

Online Services helps you ease back into your busy fall routine. Our easy-to-use portal makes keeping up with your policy one less thing to worry about. Stay up to date with 24/7 secure access to all your insurance and investments in one convenient place. You can easily view your information and download your documents whenever you need them, wherever you are. Access Online Services today! https://bit.ly/3D1aS9R

Whether you’re a hubby or a wifey, a boo or a bae, you have long-term . One of those goals should be getting life insurance as soon as you start sharing major expenses. It’s often more affordable for young couples, so don’t hesitate to ask us about it.

Before testing out the acoustics in your new basement bathroom with your favourite shower tunes, remember to ensure your home insurance policy is up to date. To learn more, talk to us today.

Awesome-er might not be a real word, but our love for farmers is very real. Co-operators was built by farmers who came together to support their communities, so this fall, let’s all take the time to savour the bounty of goodness they grow for all of us.

As your business continues to grow, here are some best practices to help ensure you don’t hit any roadblocks before hiring new drivers.

September is and it’s a good time to think ahead. Let us help you protect what matters with a tailored plan that puts you first .https://theco-op.ca/3KOFtKS

Want to make sure your finances are on track? A second opinion can help reassure you that your current financial moves match your future goals. Get a second opinion from us. Talk to us today.

Retirement can be peaceful, but if the unexpected should happen, your household income might take a hit without your CPP or OAS. Life insurance can offer your spouse support, help with final expenses, and provide the opportunity to leave your family an inheritance. Let us help bring you peace of mind. Talk to us today!

No neighbourhood would be complete without that yummy pizza place, working tirelessly to make one of the most-loved meals we all crave! Join us in supporting small businesses in your community on National Pepperoni Pizza Day, by stopping by your favourite local pizza shop. And be sure to tell us what it is in the comments.

Dollar cost averaging is a proven strategy to help you ride out market fluctuations. With small, consistent contributions, you can grow your investments, over time. Just jump in, hold on, and hang in there. We can get you started.

Stock markets sank, and treasury yields rose, as economic data and surging oil prices raised concerns that central banks will need to keep interest rates elevated to tame inflation. The Bank of Canada, for its part, chose not to raise rates in its latest policy decision. Get all the details in our weekly Investment Update. https://bit.ly/3LmYKVo

Water damage is the most common cause of property damage in North America, but your home insurance may not cover everything. The silver lining? Whether you rent or own your home, you can get the protection you need with our optional Comprehensive Water Coverage. It even covers flood prevention measures. Ask us about it today.

Remember when gaming with your bestie took your friendship to another level? Now you can virtually travel to a whole new world without leaving the couch. If you started out playing video games on channel 3, it’s time to talk to us about life insurance

It can be tough to find funds to invest. But if you can, there’s no better way to safeguard the value of your money. Start by contributing as little or as much as you want. Talk to us. We’ll help you build a portfolio that works for you.

September is and it’s a good time to think ahead. Let us help you protect what matters with a tailored plan that puts you first.

You used to look forward to going back to school to see your friends. Now, seeing your child off in the morning with a smile on their face brings you so much joy. If this is what the start of September looks like now, talk to us today!

As a leader in sustainable investing, we can build you a portfolio that aligns your investments with your values — and helps you reach your financial goals. Ready to talk growth? Contact us today.

This year's theme is Green Skills for Youth, recognizing the importance of equipping the next generation with skills to navigate our changing climate.
Co-operators is proud to partner with Water First Education & Training Inc., a charitable organization based in Creemore, Ontario. Water First provides hands-on skills training for Indigenous youth to become certified water treatment plant operators and helps to support sustainable access to safe drinking water in Indigenous communities.
Together, we can support the next generation of water treatment plant operators and water scientists.