What can we help you with?
Tish Wilson
CFP® , CHS , CIP , CLU® , FCIP
Financial Planner*
Mutual Fund Investment Specialist**
Thanks for visiting our website! We are an exclusive agency representing Co-operators, conveniently located in the downtown core of Milton on Martin St. We have been in the Milton community for over 17 years and take pride in cultivating long-term personal relationships with our clients.
If you appreciate having all of your insurance and investment needs looked after under one roof, then you've come to the right place. Our team has the expertise to help you with:
Insurance protection
- Home insurance
- Auto insurance
- Farm insurance
- Business insurance
- Travel insurance
- Term and permanent life insurance
- Critical illness
- Mortgage insurance
Group products
- Group home and auto insurance
- Group benefits
- Group retirement plans
Investment planning
- Retirement planning
- Education savings plans
- Registered disability savings plans
- Financial planning
- Tax and estate planning
Tish is the agency owner and has over 30 years' experience in the financial services field. She has expertise in every product we offer; however, her main areas of focus are in investment planning, business and group insurance, as well as life and critical illness insurance.
Tish grew up in Milton and still resides here, feeling a very strong commitment to the Milton community. She is a proud mom and enjoys golf, gardening and interior decorating.
We look forward to meeting with you and thank you for giving us the opportunity to prove that Co-operators can make your community a better place.
Location
Milton
Email
Charmaine DesRoche
CIP
Associate Insurance Agent
Charmaine is a seasoned insurance professional with over 20 years' experience in the industry. She's been with Co-operators since 1995, holding roles in training, corporate underwriting and client services. Charmaine has her Chartered Insurance Professional (CIP) designation, and an extensive background in all facets of insurance with expertise to assist our clients with home, auto, business, travel, group benefits, life insurance and investment products. Charmaine is a devoted wife and mother of three very active boys and, when not attending to their needs, she takes pride in spending time with her clients to make sure they are fully educated on their insurance portfolios.
Location
Milton
Email
Claire Carman
CHS , CLU®
Associate Financial Planner
Claire specializes in life insurance with over 17 years' insurance experience. She has extensive knowledge of life insurance, living benefits, disability insurance and group benefits. Claire has her Chartered Life Underwriter (CLU) designation and her Certified Health Specialist (CHS) designation, as well as extensive training in investment products. She is also well versed in home and auto products and has a main focus on building long-term client relationships. She's committed to exceeding service expectations and promises to provide knowledgeable advice and service. Claire is a proud mother of two and recently became a grandma to her first grandchild. She loves to shop and enjoys playing the slots at the casino!
Location
Milton
Email
Jillian Haan
Associate Insurance Agent
Jill joined our team as an Associate Insurance Advisor at the end of 2018. She works Monday to Thursday and will often be the one answering the phone when you call the office. After graduating from Sheridan College with a Business Administration diploma, Jill began her career in insurance in 2003. She finds her purpose in helping others and strongly believes in the value of excellent client care. Jill is eager to speak with you and service your auto and home insurance needs.
Location
Milton
Email
Nancy Edmison
CFP®
Associate Financial Planner*
Mutual Fund Investment Specialist**
Nancy specializes in investment and insurance planning. She has extensive knowledge in financial planning, including life insurance, living benefits, investment plans, group RSPs and group benefits. Nancy has been in the financial planning industry for over 20 years and has earned her Certified Financial Planner (CFP) and Master Financial Advisor – Philanthropy (MFA-P) designations. Her passion is working with individuals with philanthropy planning and she enjoys providing excellent client service while building long-term client relationships. Nancy brings a wealth of knowledge to our amazing team. She is a proud mother of two and loves to walk, cook and spend time with her family.
Location
Milton
EmailTrish DesRoche
Associate Insurance Agent
Trish joined our office in 2023 and, while new to our office, she is not new to Co-operators, having held previous roles within the group of companies since 1998. She brings with her over 25 years of insurance experience and has extensive experience in commercial account management. She brings this expertise to primarily support our commercial/business clients and strives to provide exceptional customer service and pro-active account management.
Location
Milton
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.