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James Morris
Financial Planner*
Mutual Fund Investment Specialist**
With over 25 years at Co-operators, James Morris brings trusted experience and a people-first approach to every client relationship. As a Financial Advisor, Planner and Mutual Fund Specialist (PFP) he helps families and businesses build personalized plans that protect what matters most. Known for his friendly down-to-earth style, James makes financial planning simple and meaningful.
Speciality
James specializes in financial planning, mutual funds and investment strategies. He helps clients grow and protect their wealth through clear, practical advice tailored to their goals.
Hobbies
Outside of work, James enjoys spending time with family and friends, cooking, golfing, playing pickleball and riding his motorcycle.
Location
Cambridge
EmailAman Singh
Associate Insurance Agent
Aman Singh is an Associate Insurance Advisor who brings a client first mindset and genuine enthusiasm to every interaction. With a background in finance and a passion for helping others, he finds purpose in guiding clients toward the right protection for their needs. Aman values meaningful conversations and takes pride in making a positive difference in every client’s experience.
Speciality
Aman specializes in life, auto and home insurance, helping clients find tailored coverage that fits their goals and lifestyle. He combines financial knowledge with clear, practical advice to ensure every client feels informed and protected.
Hobbies
Outside of work, Aman enjoys swimming, playing squash and going on long drives. He loves staying active and spending time outdoors to unwind and recharge.
Location
Cambridge
Email
Catia Moura
Associate Insurance Agent
With 17 years in the insurance industry, Catia Moura brings experience and dedication to every client she works with. As an Associate Insurance Advisor specializing in home, auto, and business coverage, she takes pride in helping clients find the right protection for their unique needs. Catia’s approachable nature and attention to detail make every interaction simple and reassuring.
Speciality
Catia specializes in home, auto and business insurance. She helps clients understand their options and ensures they receive coverage that fits their lifestyle and budget.
Hobbies
Outside of work, Catia enjoys outdoor activities like camping, kayaking and gardening. She loves spending time in nature and staying active with family and friends.
Location
Cambridge
EmailJayshawn Jones
Associate Insurance Agent
With eight years of experience in the insurance industry, Jayshawn Jones brings expertise and enthusiasm to his role as a Business Specialist. He’s passionate about helping business owners protect what they’ve built and supporting their growth with the right coverage solutions. Jayshawn values genuine connections and enjoys working with self-starters who turn their passions into thriving businesses.
Speciality
Jayshawn specializes in business insurance, offering tailored protection for business owners. He focuses on understanding each client’s vision and providing coverage that supports long-term success.
Hobbies
Outside of work, Jayshawn enjoys cooking and exploring new restaurants. His passion for food and creativity in the kitchen reflect the same care and curiosity he brings to his work.
Location
Cambridge
Email
Monisha Pereira
Associate Financial Advisor*
Mutual Fund Investment Specialist**
With over a decade of experience in the financial and insurance industry, Monisha Pereira is dedicated to helping clients achieve security and confidence in their future. As an Associate Financial Advisor specializing in life insurance, business and investment needs, she focuses on building long-term relationships rooted in transparency and trust. Monisha values every opportunity to meet clients in person and provide advice that truly fits their goals.
Speciality
Monisha specializes in life insurance, business and investment coverages. She takes pride in offering personalized financial solutions that align with her clients’ goals and values.
Hobbies
Outside of work, Monisha enjoys Latin dancing, hiking, martial arts and traveling with her son. She finds balance through adventure and movement, which inspires her approach to life and work.
Location
Cambridge
EmailPaula Costa
Associate Insurance Agent
Paula Costa began her insurance career in 2017, she has become a trusted Associate Insurance Agent known for her honest, client-first approach. Paula takes pride in becoming the "go-to" person clients rely on when they need honest advice and support. Paula’s goal is to make every client feel confident and cared for through straightforward communication and personalized coverage.
Speciality
Paula specializes in auto, home, business and life insurance. She helps clients find coverage that truly fits their needs while ensuring they understand every option available to them.
Location
Cambridge
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.