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Troy Soontiens
Financial Advisor*
Mutual Fund Investment Specialist**
Troy Soontiens is the Financial Advisor and Agency Owner, bringing 29 years of experience in the financial and insurance industry. Since 2008, as agency owner, he has helped clients with straightforward, well‑reasoned guidance in insurance and investment planning. Troy’s background spans roles as a Financial Advisor, Business Manager, and Investment Executive, giving him a comprehensive view of personal and business needs. He supports clients in English and French and focuses on helping individuals and families build long‑term financial security with advice that is practical and easy to act on.
Speciality
Troy offers integrated advice across Investments, Retirement Planning, Life Insurance, Critical Illness Insurance, Disability Insurance, and general insurance solutions. His blend of advisory, management, and investment experience enables him to tailor strategies to each client’s goals and risk profile, making complex decisions clearer and more manageable.
He holds a Bachelor of Commerce and an Applied Information Technology diploma, has completed the Canadian Investment Funds Course, and earned the Chartered Life Underwriter (CLU) designation, a credential recognized in advanced life insurance and estate planning. Licensed in General Insurance, Life & Health Insurance, and Mutual Funds, Troy is equipped to support a wide range of financial and protection needs. His approach remains steady and client-first, with a focus on long-term stability.
Hobbies
Outside of work, Troy enjoys golf, hiking, ATVing, snowmobiling and the outdoors. He also loves travelling and spending time with family. Community involvement matters to him and he regularly participates in and sponsors multicultural events and fund‑raising initiatives that support local non‑profits and charities.
Fun fact: on his first two airplane trips, he didn’t land with the plane—an experience he hasn’t forgotten.
Location
Moncton
Email
Devon Forshner
Group Sales Specialist
Devon is an experienced HR and Benefits Advisor with over 15 years in the field. He joined Co‑operators to support local business owners through the design and management of comprehensive employee benefits programs. His work focuses on helping organizations build strong, sustainable benefits solutions that support both employees and long‑term business stability.
Speciality
Devon specializes in working with business owners to design and manage employee benefits programs tailored to their organization’s needs. His approach is shaped by Co‑operators’ personalized service model and a strong commitment to community involvement. Devon brings a clear, people‑focused perspective to benefits planning, helping employers navigate their options with confidence and clarity. He is motivated by supporting the long‑term resilience of local businesses and contributing positively to the communities they serve.
Location
Moncton
Email
Ify Okafor
Associate Insurance Advisor II
Ify Okafor is an Associate Insurance Advisor II with 19 years of experience spanning insurance, investments, and client relationship management. She joined Co‑operators in January 2023 and provides tailored guidance across life, investment, home and auto coverage. Ify is dedicated to helping clients achieve financial confidence through clear communication, trusted support and solutions aligned to their goals and timelines.
Speciality
Ify specializes in General Insurance, Life Insurance, Investments and financial planning. She is known for simplifying complex topics, reviewing needs thoroughly, and recommending solutions that fit each client’s circumstances. Her experience includes sales leadership, business development, high‑net‑worth relationship management and portfolio oversight, bringing strong financial insight to every plan.
Before Co‑operators, she served as Head of Sales at First Ally Asset Management, overseeing portfolio management, high‑value client relationships, revenue growth, and strategic accounts. Her achievements include the Co‑operators Circle of Excellence (2023) and multiple performance awards at Sterling Bank. She holds certifications in Salesforce Administration and Service Cloud, a BSc in Business Administration, and OTL and Life Insurance licences.
Ify’s philosophy is to educate and empower, so clients feel informed and confident as they build financial security.
Hobbies
Ify enjoys crocheting, braiding, cooking, and listening to music. She is active in her community, contributing to a women’s prayer leadership group, the Igbo Association, and volunteer efforts with Glad Tidings Church. Passionate about personal finance, she often helps friends and family plan toward their goals. She also loves to celebrate with others—and believes compound interest is one of the greatest inventions of all time.
Location
Moncton
Email
Jeffrey Perry
Associate Insurance Advisor III
Jeff Perry is an Associate Insurance Advisor III with 10 years of experience helping clients protect what matters most through life, Critical Illness, Living Benefits, investments, business, home and auto insurance. He joined Co‑operators in April 2021 and became part of Troy’s agency in January 2025. Prior to joining Co-operators, Jeff spent 10 years as a Fitness Trainer and Gym Owner and four years as a Financial Advisor. These experiences shaped his people‑focused approach and taught him the importance of clear, confident guidance when supporting clients through meaningful financial decisions.
Speciality
Jeff supports individuals, families and business owners with insurance strategies designed to match their goals and provide long-term stability. His experience as a small business owner and financial advisor gives him a clear understanding of the challenges people face, from liability and income protection to planning for the future. This background helps him connect with clients on a practical level and recommend solutions that make sense for their situation.
Jeff focuses on simplifying complex decisions and helping people understand their options through clear, thoughtful discussions. He believes strong guidance begins with listening to client priorities and ensuring coverage fits both immediate needs and longer‑term financial goals. His approach is rooted in the belief that health is wealth. Just as people take steps to protect their health and longevity, safeguarding financial well‑being is equally important.
Hobbies
Jeff leads an active lifestyle and spends much of his free time in the gym, outdoors or on the golf course. He is a proud father of two daughters who are both starting their teaching careers and he enjoys supporting them as they grow in their new roles and life ahead. Staying active and spending time with family is what keeps him grounded, balanced and energized.
Location
Moncton
Email
Liang Dong
Associate Insurance Advisor III
Liang Dong is an Associate Insurance Advisor III who joined Co‑operators and Troy’s agency in February 2018. He brings eight years of experience in the insurance industry and helps individuals, families, and business owners with their personal and business insurance needs. Fluent in English and Mandarin, Liang serves a diverse client base and helps clients navigate their coverage options with clarity and confidence.
Speciality
Liang specializes in home, auto, life, Critical Illness, travel, and business insurance, with a particular focus on helping clients plan for long‑term financial security. He works closely with clients to simplify complex insurance decisions and provide clear, practical guidance across a wide range of coverage options. His client‑focused and detail‑oriented approach helps ensure that families and business owners feel confident their protection needs are well supported.
Liang’s commitment to service and performance has been recognized through Co‑operators’ 2024 Atlantic Region Summit Club Award and the 2025 Atlantic Region Associate Builders Club Award. He holds a degree in Business Economics and Management and is licensed with a General Insurance Level II and Life Insurance Licence.
Hobbies
Outside of work, Liang enjoys travelling with his family, exploring different sushi restaurants, and watching NBA and NFL games. He is also actively involved in the Greater Moncton Chinese Cultural Association, reflecting his strong connection to the local community.
Location
Moncton
Email
Patti Locke
Client Contact Representative
Patti Locke joined Co‑operators and Troy’s agency in May 2023 as our Office Co-ordinator. With over 30 years of experience in the financial industry, she brings a deep understanding of client service, organization, and day‑to‑day operations. Patti works part‑time and is often the first point of contact for clients, helping ensure their needs are addressed promptly and professionally.
Speciality
Patti plays a key role in supporting both clients and the advisory team. Highly organized and attentive to detail, she keeps our office running smoothly and ensures clients feel welcomed, informed, and supported whenever they reach out. Her approach is grounded in care, reliability, and a strong commitment to teamwork, reflecting the importance she places on building positive, lasting relationships.
Prior to joining the team, Patti retired from a 30‑year career as a Wealth Advisor. She holds an MBA and the FP Retired™ designation, bringing valuable experience and perspective to her role and to everyone she works with.
Location
Moncton
Email
Tom Cormier
Associate Financial Advisor
Tom Cormier is an Associate Financial Advisor with over 30 years of experience in the financial and insurance industry. He joined Co‑operators in 1990 and became part of Troy’s agency in 2025. Tom helps clients make sense of their options and build plans that support financial stability and long‑term security. His background includes Atlantic claims management and serving as an agency owner and advisor, giving him a practical understanding of client needs and operations. In every conversation, Tom aims to provide steady guidance and meaningful support.
Speciality
Tom provides clear, practical guidance in insurance and financial planning. His expertise includes life insurance, Critical Illness Insurance, Disability Insurance, Wealth products and broader financial and retirement planning. With decades of experience in advisory roles, agency ownership, and claims management, he understands how to balance protection, affordability, and long-term goals. He has earned numerous Atlantic and National awards in Life, Wealth, and Employee Benefits, reflecting his commitment to quality service. Tom holds CIP and CHS designations and is licenced in life, wealth, and health. He focuses on doing the right things for the right reasons and helping clients build confident long‑term plans.
Hobbies
Tom enjoys ATVing, snowmobiling and exploring New Brunswick trails. He also spends time on carpentry and woodworking projects and likes restoring older vehicles. Community involvement is important to him and he has supported groups such as NB ATV, snowmobiling organizations, the SPCA, the Moncton Hospital children’s ward and Codiac Soccer.
A fun fact about Tom: he comes from a family of nine brothers, all born within ten years with no sisters or twins.
Location
Moncton
Email
Troy Soontiens
CLU®
Financial Advisor*
Mutual Fund Investment Specialist**
Troy Soontiens is the Financial Advisor and Agency Owner, bringing 29 years of experience in the financial and insurance industry. Since 2008, as agency owner, he has helped clients with straightforward, well‑reasoned guidance in insurance and investment planning. Troy’s background spans roles as a Financial Advisor, Business Manager, and Investment Executive, giving him a comprehensive view of personal and business needs. He supports clients in English and French and focuses on helping individuals and families build long‑term financial security with advice that is practical and easy to act on.
Speciality
Troy offers integrated advice across Investments, Retirement Planning, Life Insurance, Critical Illness Insurance, Disability Insurance, and general insurance solutions. His blend of advisory, management, and investment experience enables him to tailor strategies to each client’s goals and risk profile, making complex decisions clearer and more manageable.
He holds a Bachelor of Commerce and an Applied Information Technology diploma, has completed the Canadian Investment Funds Course, and earned the Chartered Life Underwriter (CLU) designation, a credential recognized in advanced life insurance and estate planning. Licensed in General Insurance, Life & Health Insurance, and Mutual Funds, Troy is equipped to support a wide range of financial and protection needs. His approach remains steady and client-first, with a focus on long-term stability.
Hobbies
Outside of work, Troy enjoys golf, hiking, ATVing, snowmobiling, and the outdoors. He also loves travelling and spending time with family. Community involvement matters to him, and he regularly participates in and sponsors multicultural events and fund‑raising initiatives that support local non‑profits and charities. Fun fact: on his first two airplane trips, he didn’t land with the plane—an experience he hasn’t forgotten.
Location
Moncton
Email
Aisling Chiasson
Associate Insurance Advisor II
Aisling Stevenson‑Chiasson is an Associate Insurance Advisor II and Commercial Insurance Advisor with experience in underwriting, multi‑province licensing, and client support. She began her Co‑operators career in 2015 and joined Troy’s agency in 2018. Aisling helps organizations understand coverage, compare options, and make decisions that support long‑term protection. Her underwriting background and familiarity with regional requirements inform a thoughtful, relationship‑driven approach with business owners across Atlantic Canada. She is committed to delivering clear guidance and building strong relationships with the organizations she supports.
Speciality
Aisling focuses on Commercial Insurance for non-profit and for-profit organizations across Atlantic Canada. Her industry knowledge and years of experience allow her to tailor each client’s policy to the unique risks associated with their business. She began her career in underwriting at AXA Insurance, managing portfolios in Alberta and Manitoba, monitoring broker loss ratios, and maintaining profitable performance. This experience strengthened her skills in risk assessment and underwriting analysis. She later moved into a Co-operators sales role, where she found her long-term path in client service. Aisling has held licenses in NB, PEI, NS, NFLD, and ONT, and currently maintains licences in NB and PEI. She holds a Bachelor's degree from the University of Western Ontario and completed a Level II General Insurance Licence, the Commercial Insurance Level 2 course, and the Community Guard course. Her style emphasizes clarity, responsiveness, and putting clients first.
Hobbies
Aisling enjoys spending time outdoors with her family and her two English Springer Spaniels. She is an avid adventurer and completed a trek to Everest Base Camp, which strengthened her belief in perseverance and meaningful goals. She has 200-hour Vinyasa yoga teacher training and spent time in an ashram, deepening her focus on mindfulness and movement. Aisling also volunteers in her local school community, including serving as Secretary of the Home and School Association.
Location
Moncton
Email
Devon Forshner
Group Sales Specialist
Devon is an experienced HR and Benefits Advisor with over 15 years in the field. He joined Co‑operators to support local business owners through the design and management of comprehensive employee benefits programs. His work focuses on helping organizations build strong, sustainable benefits solutions that support both employees and long‑term business stability.
Speciality
Devon specializes in working with business owners to design and manage employee benefits programs tailored to their organization’s needs. His approach is shaped by Co‑operators’ personalized service model and a strong commitment to community involvement. Devon brings a clear, people‑focused perspective to benefits planning, helping employers navigate their options with confidence and clarity. He is motivated by supporting the long‑term resilience of local businesses and contributing positively to the communities they serve.
Location
Moncton
Email
Ify Okafor
Associate Insurance Advisor II
Ify Okafor is an Associate Insurance Advisor II with 19 years of experience spanning insurance, investments, and client relationship management. She joined Co‑operators in January 2023 and provides tailored guidance across Life, Investment, Home, and Auto coverage. Ify is dedicated to helping clients achieve financial confidence through clear communication, trusted support, and solutions aligned to their goals and timelines.
Speciality
Ify specializes in General Insurance, Life Insurance, Investments, and financial planning. She is known for simplifying complex topics, reviewing needs thoroughly, and recommending solutions that fit each client’s circumstances. Her experience includes sales leadership, business development, high‑net‑worth relationship management, and portfolio oversight, bringing strong financial insight to every plan.
Before Co‑operators, she served as Head of Sales at First Ally Asset Management, overseeing portfolio management, high‑value client relationships, revenue growth, and strategic accounts. Her achievements include the Co‑operators Circle of Excellence (2023) and multiple performance awards at Sterling Bank. She holds certifications in Salesforce Administration and Service Cloud, a BSc in Business Administration, and OTL and Life Insurance licences.
Ify’s philosophy is to educate and empower, so clients feel informed and confident as they build financial security.
Hobbies
Ify enjoys crocheting, braiding, cooking, and listening to music. She is active in her community, contributing to a women’s prayer leadership group, the Igbo Association, and volunteer efforts with Glad Tidings Church. Passionate about personal finance, she often helps friends and family plan toward their goals. She also loves to celebrate with others—and believes compound interest is one of the greatest inventions of all time.
Location
Moncton
Email
Jeff Perry
Associate Insurance Advisor III
Jeff Perry is an Associate Insurance Advisor III with 10 years of experience helping clients protect what matters most through Life, Critical Illness, Living Benefits, Investments, Commercial, Home, and Auto Insurance. He joined Co‑operators in April 2021 and became part of Troy’s agency in January 2025. Prior to joining Co-operators, Jeff spent 10 years as a Fitness Trainer and Gym Owner, and four years as a Financial Advisor. These experiences shaped his people‑focused approach and taught him the importance of clear, confident guidance when supporting clients through meaningful financial decisions.
Speciality
Jeff supports individuals, families, and business owners with insurance strategies designed to match their goals and provide long-term stability. His experience as a small business owner and financial advisor gives him a clear understanding of the challenges people face, from liability and income protection to planning for the future. This background helps him connect with clients on a practical level and recommend solutions that make sense for their situation.
Jeff focuses on simplifying complex decisions and helping people understand their options through clear, thoughtful discussions. He believes strong guidance begins with listening to client priorities and ensuring coverage fits both immediate needs and longer‑term financial goals. His approach is rooted in the belief that health is wealth. Just as people take steps to protect their health and longevity, safeguarding financial well‑being is equally important.
Hobbies
Jeff leads an active lifestyle and spends much of his free time in the gym, outdoors, or on the golf course. He is a proud father of two daughters who are both starting their teaching careers, and he enjoys supporting them as they grow in their new roles and life ahead. Staying active and spending time with family is what keeps him grounded, balanced, and energized.
Location
Moncton
Email
Liang Dong
Associate Insurance Advisor III
Liang Dong is an Associate Insurance Advisor III who joined Co‑operators and Troy’s agency in February 2018. He brings eight years of experience in the insurance industry and helps individuals, families, and business owners with their personal and business insurance needs. Fluent in English and Mandarin, Liang serves a diverse client base and helps clients navigate their coverage options with clarity and confidence.
Speciality
Liang specializes in Home, Auto, Life, Critical Illness, Travel, and Business Insurance, with a particular focus on helping clients plan for long‑term financial security. He works closely with clients to simplify complex insurance decisions and provide clear, practical guidance across a wide range of coverage options. His client‑focused and detail‑oriented approach helps ensure that families and business owners feel confident their protection needs are well supported.
Liang’s commitment to service and performance has been recognized through Co‑operators’ 2024 Atlantic Region Summit Club Award and the 2025 Atlantic Region Associate Builders Club Award. He holds a degree in Business Economics and Management and is licensed with a General Insurance Level II and Life Insurance Licence.
Hobbies
Outside of work, Liang enjoys travelling with his family, exploring different sushi restaurants, and watching NBA and NFL games. He is also actively involved in the Greater Moncton Chinese Cultural Association, reflecting his strong connection to the local community.
Location
Moncton
Email
Patti Locke
Office Manager
Patti Locke joined Co‑operators and Troy’s agency in May 2023 as our Office Manager. With over 30 years of experience in the financial industry, she brings a deep understanding of client service, organization, and day‑to‑day operations. Patti works part‑time and is often the first point of contact for clients, helping ensure their needs are addressed promptly and professionally.
Speciality
Patti plays a key role in supporting both clients and the advisory team. Highly organized and attentive to detail, she keeps our office running smoothly and ensures clients feel welcomed, informed, and supported whenever they reach out. Her approach is grounded in care, reliability, and a strong commitment to teamwork, reflecting the importance she places on building positive, lasting relationships.
Prior to joining the team, Patti retired from a 30‑year career as a Wealth Advisor. She holds an MBA and the FP Retired™ designation, bringing valuable experience and perspective to her role and to everyone she works with.
Location
Moncton
Email
Tom Cormier
CHS , CIP
Associate Financial Advisor
Tom Cormier is an Associate Financial Advisor with over 30 years of experience in the financial and insurance industry. He joined Co‑operators in 1990 and became part of Troy’s agency in 2025. Tom helps clients make sense of their options and build plans that support financial stability and long‑term security. His background includes Atlantic claims management and serving as an agency owner and advisor, giving him a practical understanding of client needs and operations. In every conversation, Tom aims to provide steady guidance and meaningful support.
Speciality
Tom provides clear, practical guidance in insurance and financial planning. His expertise includes Life Insurance, Critical Illness Insurance, Disability Insurance, Wealth products, and broader financial and retirement planning. With decades of experience in advisory roles, agency ownership, and claims management, he understands how to balance protection, affordability, and long-term goals. He has earned numerous Atlantic and National awards in Life, Wealth, and Employee Benefits, reflecting his commitment to quality service. Tom holds CIP and CHS designations and is licenced in Life, Wealth, and Health. He focuses on doing the right things for the right reasons and helping clients build confident long‑term plans.
Hobbies
Tom enjoys ATVing, snowmobiling, and exploring New Brunswick trails. He also spends time on carpentry and woodworking projects and likes restoring older vehicles. Community involvement is important to him, and he has supported groups such as NB ATV, snowmobiling organizations, the SPCA, the Moncton Hospital children’s ward, and Codiac Soccer. A fun fact about Tom: he comes from a family of nine brothers, all born within ten years with no sisters or twins.
Location
Moncton
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.