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Joe Dakers
Financial Advisor*
Mutual Fund Investment Specialist**
As the Financial Advisor/Owner at Co-operators in Smiths Falls, he leads his team with a focus on delivering clear, reliable, and personalized advice to every client with the goal of providing financial security in both prosperous and uncertain times, helping people protect their assets and achieve their financial goals.
Joe has been with Co-operators since 1999; he started his insurance and financial planning career in nearby Carleton Place. In 2003 Joe joined Co-operators National Financial Planning team, helping other advisors with developing financial and estate plans. He has also been responsible for helping new agency owners learn how to operate their business.
Running his own operation now, he brings all his experience to his team and the clients of Smiths Falls. His leadership extends beyond planning, as he works to create a supportive and innovative environment where both clients and his team can thrive. Clients know they can count on Joe for guidance that is thoughtful, strategic and grounded in years of proven experience.
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Location
Smiths Falls
Email
Amy Wharram
Associate Insurance Agent
Amy brings a calm and collected presence to every client interaction, offering steady guidance even when challenges arise. Amy brings several years of industry experience working at an insurance brokerage and an exceptional customer service background from her early career as a flight attendant. She is committed to finding solutions that serve her clients’ best interests, no matter how complex the situation. Her ability to listen deeply and respond with clarity has made her a trusted resource for individuals and families seeking stability and confidence.
At Co-operators, Amy thrives in an environment that reflects her values of relationship, trust and integrity. She actively seeks opportunities that push her outside of her comfort zone and is known for going above and beyond to support her clients. With Amy, clients can count on a dedicated advisor who is committed to their long-term success and peace of mind.
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Location
Smiths Falls
Email
Christine Jones
Associate Financial Planner*
Mutual Fund Investment Specialist**
Christine is an Associate Financial Planner and Mutual Fund Investment Specialist at Co‑operators in Smiths Falls, bringing decades of expertise in the financial and insurance industries.
With a career that began in the late 1980s, she holds active credentials in insurance planning and investment advice, enabling her to develop holistic financial strategies for clients. Her background encompasses a strong foundation in portfolio planning, retirement projections, risk assessment, and long-term financial goal-setting—all geared toward aligning client needs with appropriate investments and insurance solutions.
In her current role, Christine advises clients on combining insurance products including life, disability, critical illness with tailored investment and mutual fund solutions through Co‑operators Financial Investment Services Inc. She guides individuals, families and business clients in making informed decisions by analyzing their financial situations, identifying areas of risk and recommending well-structured plans that balance protection and growth. Driven by client-centered care and personalized service, her objective is to ensure each client’s coverage and investment strategy evolves with their changing life stages and financial aspirations.
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Location
Smiths Falls
Email
Cornelia Danis
Associate Insurance Agent III
Cornelia has been with Co-operators for many years and is the go-to person for clients with complex business and farm insurance needs. Known for her straightforward and clear approach, she ensures that every client fully understands their options while always standing firmly on their side. Her top priority is building confidence and trust, making sure clients feel supported every step of the way.
Cornelia goes above and beyond to deliver results, never settling until her clients are truly satisfied. Even in challenging situations, she brings humor and a positive outlook that make her both approachable and dependable. Clients rely on Cornelia for her expertise, her dedication and her ability to create an experience that is both professional and uplifting.
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Location
Smiths Falls
Email
Crystal Purcell
Associate Insurance Agent II
Crystal has been in the Smiths Falls agency since 2018 and spent time working with the Co-operators claims department, she returned to the agency missing the client interactions. Crystal enjoys being able to help her clients ensuring they have the right coverages in place for when insurance is needed. Her clear, straightforward style helps make every process simple and understandable.
Crystal is bold and to the point, never choosing the easy path if it isn’t the right one. She consistently pushes for solutions that best serve her clients and advocates for their needs with determination. Clients know they can count on her for honesty, persistence, and the peace of mind that comes with having someone truly on their side.
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Location
Smiths Falls
Email
Isaiah Borrowman
Associate Insurance Agent
Isaiah is dedicated to finding a solution for every situation, no matter how big or small. In his role at Co-operators, he excels in customer support, working to ensure that every client feels understood and cared for. Known for his persistence and practical approach, Isaiah consistently delivers clear and effective solutions that help build lasting trust with clients.
As a member of the younger generation making its presence known in the insurance and financial services industry, he is determined to stand out and grow in the profession. Isaiah is a recent psychology graduate giving him a great foundation to be able to listen to client's concerns and aspirations to provide guidance a fresh perspective and advice. Clients can rely on Isaiah for his compassion, problem-solving mindset and his commitment to providing service that makes a meaningful difference.
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Location
Smiths Falls
Email
Justin Pierce
Client Contact Representative
Justin is the welcoming presence at the Smiths Falls Co-operators office. As receptionist he makes sure every client feels comfortable from the moment they walk in or call. With his approachable personality and attention to detail, he keeps the front desk running smoothly while ensuring clients are connected quickly to the right advisor.
In addition to greeting visitors, Justin supports the whole team by organizing schedules, directing calls and keeping communication clear. His professionalism and warmth reflect the Co-operators values of trust and reliability, making him an essential part of the client experience in Smiths Falls.
Let's get you booked in with one of our advisors. Call 613-283-2770 EXT 701103
Location
Smiths Falls
Email*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.