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Mutual Fund Investment Specialist**
Brett began his career with The Co-operators working alongside his father for 10 years before becoming a Financial Advisor himself. In 2007, he became the Advisor in Wingham, which was a natural transition because of his extensive knowledge of the farming industry.
Brett was the recipient of the prestigious Top Farm Agency Award for Central Ontario Region. This award is a direct result of our Farm clients in Huron and Bruce counties who trust our agency as their number-one insurer of choice when it comes to protecting their farms.
Brett focusses in all lines of insurance, but specializes in Life insurance, Financial Planning and Farm Estate Planning. One of the most difficult issues farmers face today is ensuring everyone is treated fairly when it’s time to pass the farm from one generation to the next, especially when not all of the children are interested in continuing with the farming tradition.
Farm Estate Planning or Succession Planning helps keep the farm intact, secure a comfortable retirement, pass your operation on to your heirs and minimize taxes, estate fees and transfer costs.
Our agency prides itself on capturing that "small town" feel when servicing our clients. We still offer face-to-face meetings at your kitchen table upon your renewal and when you call our office you're speaking directly with one of our staff. I believe in investing in experiences, that is why each interaction with a client should be a meaningful and positive experience.
Associate Insurance Agent
Angela joined our team in 2020 as an Associate Insurance Advisor specializing in Auto insurance. She comes with previous insurance experience within the brokerage industry. Angela and her family are very involved in the Wingham community making her transition into the Wingham agency a natural fit.
Associate Insurance Advisor
As Office Manager, Emilie maintains communication and organization throughout the office on a day-to-day basis. By ensuring our agency is running efficiently, we can facilitate a great client experience with each interaction. In addition to managing the office, Emilie also has extensive knowledge in the auto insurance industry and can assist clients with their daily transactions.
Associate Insurance Advisor
As Client Contact Representative, Nancy works closely with Brett to prepare Farm and Commercial renewals and assist with any policy changes required. Her attention to detail and her past experience as a Farm Underwriter aid in providing our clients with superior coverage and protection.
*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.