Meet our team

We take pride in helping you get the most out of your policies and financial plans. You can count on us to help you choose the right solutions for all your insurance and financial needs. We’re here to provide exceptional service, personalized advice, and straightforward answers to your questions. When you choose Co-operators, you’re choosing a dedicated team that’s on your side, ready to help you meet your needs for today and goals for tomorrow.

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By selecting the “Submit” button, I consent to provide my name and contact information to Co-operators General Insurance Company for the purpose of being contacted by email or by phone by a Co-operators independent agent for an initial discussion about my insurance and/or investment needs. I can revoke my consent at any time by notifying the advisor directly at the contact information provided below.

En cliquant sur le bouton Soumettre, j’accepte de fournir mon nom et mes coordonnées à La Compagnie d’assurance générale Co-operators afin qu’un représentant indépendant ou une représentante indépendante de Co-operators communique avec moi par courriel ou par téléphone pour discuter de mes besoins d’assurance ou de placement. Je peux révoquer mon consentement en tout temps en contactant directement le conseiller ou la conseillère aux coordonnées indiquées ci-dessous.

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What can we help you with?

Katie Deering

CFP® , CLU® , QAFP™

Financial Planner*

Mutual Fund Investment Specialist**

I am the founder and owner of Deering Financial and Insurance Services Inc., a company that offers comprehensive and customized solutions for your financial and insurance needs. I have been in this industry since 2012, working with Co-operators where I acquired my general insurance, life and mutual funds licences.

I have also earned several professional designations, such as Certified Financial Planner (CFP), Qualified Associate Financial Planner (QAFP), and Chartered Life Underwriter (CLU). These credentials reflect my commitment to excellence and continuous learning in the field of financial planning and insurance.

My expertise lies in helping clients achieve financial security and peace of mind, regardless of their situation or goals. I have worked with parents of disabled children, helping them with estate planning to protect their child’s eligibility for assistance. I have also worked with family business owners, assisting them with complex succession plans.

I am passionate about providing personalized and quality service to my clients and work hard to build long-term relationships based on trust and respect. I look forward to meeting you and discussing how I can help you with your financial and insurance needs.

Speciality

Investment planning: I can help you create and manage an investment portfolio that aligns with your needs.

Retirement planning: I can help you plan for a comfortable and secure retirement.

Insurance planning: I can help you protect yourself and your loved ones from unforeseen events, such as death, disability, illness, or injury.

Tax planning: I can help you minimize your tax liability and maximize your after-tax income. I can help you with tax-efficient investing and tax planning for retirement and estate.

Debt management: I can help you reduce your debt burden and improve your cash flow. I can help you with debt repayment strategies, debt counselling, budgeting and saving tips.

Estate planning: I can help you plan for the distribution of your assets after your death.

Hobbies

I have a passion for learning new things and exploring new places. I enjoy reading books on various topics. I also love to travel and experience different cultures, cuisines and landscapes. Some of the places I have visited include Costa Rica, France, Ireland and Mexico. When I'm not working or travelling, I like to spend quality time with my family and friends. We often play board games, watch movies, or go out for dinner.

Location

*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.