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Jason Bird
CFP® , CHS , CLU®
Financial Planner/Owner*
Mutual Fund Investment Specialist**
Co-operators has been delivering industry-leading insurance and financial protection to Canadians since 1945. We are proud to be an exclusive Co-operators agency. By using industry-leading tools and resources, we uncover our clients' needs and design plans for their financial security.
Give us a call, email or come visit us for one-on-one advice and answers to all of your insurance and investment questions.
Location
Toronto
EmailJon Zeppa
CFP®
Associate Financial Planner*
Mutual Fund Investment Specialist**
Jon is a highly experienced Certified Financial Planner (CFP) with over 15 years of experience in the financial services industry. Throughout his career, Jon has demonstrated a deep understanding of financial planning, investment management and wealth preservation strategies.
As a seasoned professional, Jon has helped numerous clients achieve their financial goals by providing personalized advice and investment solutions. Over the years, he has managed over $55 million in assets, with a focus on maximizing returns while minimizing risk.
In addition to his work as a CFP, Jon is passionate about educating individuals on financial literacy and money management.
With his extensive experience and dedication to his clients, Jon is a highly respected and sought-after financial professional in his field.
Location
Toronto
EmailKabir Ali
Mutual Fund Investment Specialist*
Mutual Fund Investment Specialist**
Location
Toronto
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.