What can we help you with?
Greg Monti
CFP® , FMA
Financial Planner*
Mutual Fund Investment Specialist**
Thank you for visiting our website. Our professional staff are always eager to assist you with all your financial needs. We offer all lines of insurance along with mutual fund investments. Our Associate Advisors can customize your insurance portfolio to meet your specific requirements, while I will work with you regarding your investment, financial planning and life insurance needs.
We review our clients’ needs annually to ensure their coverage still meets their circumstances. We're conveniently located at 260 Milroy Drive, Unit 3 in the north end of Peterborough. Give us a call today! We'll be happy to provide you with a no-obligation quote and discuss our extensive discount program.
I've been in the wealth management industry since 1999 and have always enjoyed helping people build a strong investment and life insurance portfolio that meets all their financial necessities. I have earned the Certified Financial Planner (CFP), Certified International Wealth Manager (CIWM) and Financial Management Advisor (FMA) designations and am life insurance and general insurance licenced.
Location
Peterborough
Alanah Evans
Associate Insurance Agent
I have been with Co-operators since November 2022. My areas of expertise are home and auto insurance. I'm committed to providing my clients with the utmost experience and knowledge for the service they require. In my spare time I enjoy spending time with my kids and going for long walks with our dog, Roxy!
Location
Peterborough
Brad Fraser
Associate Financial Advisor
I am a Commercial Specialist with a Chartered Insurance Professional (CIP) credential and have 13 years’ experience. I enjoy helping clients understand the coverage they have, as well as the coverage they need. I pride myself on being an advice provider. I give business clients the comfort of knowing they're protected so they can operate their business with confidence. I have a background in investments and credit with RBC, which allows me to provide wholistic advice. As a member of the Kinsmen Club for over 25 years and current president, as well as a member on many boards, I am actively involved in my community. Camping, travelling, and fitness are a few of my passions. You might find me covered in mud while participating in annual mud runs or wearing a turkey costume as an organizer of my community’s Turkey Trot. You can rest assured that I always put my clients first.
Location
Peterborough
Colleen Proulx
Associate Financial Advisor
I began my career with Co-operators in 1985. I am an Associate Financial Advisor specializing in life insurance, as well as critical illness, disability, group benefits, and home. I take great pride in assisting clients with all their insurance needs.
Location
Peterborough
Debbie Baker
Associate Financial Advisor*
Mutual Fund Investment Specialist**
I have held various roles with Co-operators over the past 25 years. I have a great relationship with our clients and my current position enables me to assist our customers with all their financial needs, including personal and business insurance. I grew up in Peterborough and raised my own family here. I really enjoy being part of this community, and my family and I really appreciate everything that the Kawartha Lakes has to offer!
Location
Peterborough
*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.