What can we help you with?

All team members are showing and displaying all team specialties. L’ensemble des membres de l’équipe et leurs spécialités s’affichent.

James Dempsey

Insurance Agent*

Mutual Fund Investment Specialist**

James brings an extensive and diverse background within the financial services industry to the team. As a dedicated Financial Advisor and seasoned professional specializing in strategic investments within mutual funds and segregated funds, he focuses on complex financial planning advice. With a keen focus on your financial well-being, James brings a wealth of expertise as a life specialist, ensuring a client-centric approach that prioritizes your unique goals.

Location

Ajax

Sharon Kovacic

Associate Financial Advisor*

Mutual Fund Investment Specialist**

Sharon is an accomplished commercial specialist with over a decade of expertise in both commercial and non-profit sectors. She is committed to servicing our clients and bringing a wealth of knowledge and education. Sharon is dedicated to helping our clients navigate to ensure they make informed decisions and foster success in their ventures.

Location

Ajax

Valerie O'Connor

Associate Insurance Advisor

Valerie specializes in auto, home and business insurance, with a wealth of experience since 2006. She has an extensive understanding of diverse insurance products and is here to navigate you through the intricacies of coverage. Trust in her expertise to provide tailored solutions for all your insurance needs.

Location

Ajax

*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.