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CHS , PFA™
Mutual Fund Investment Specialist**
Drew joined the Co-operators team in 2014, working from the Dundas Street office, specializing in Life insurance, wealth management and estate planning. Drew grew up in Blenheim, ON, and spent many of his summers, working on farms. Along with his wife and two sons, he also lived in Strathroy from 2004 to 2011. When the opportunity to relocate to the Strathroy office came along, he didn’t hesitate to return to his roots. Drew is happy to be back in a such a tightknit community and looks forward to getting involved again.
He completed his Certified Health Insurance Specialist designation in 2017 and his Professional Financial Advisor designation in 2020. Drew continues to specialize in wealth management and estate planning.
Life Insurance Specialist
His marriage to a physician – which meant moving throughout Ontario and the United States for her studies – allowed Adam to gain a varied professional background, including Network Administration, Sales, Logistics and now as an Associate Financial Advisor. This experience has given Adam a unique insight into the wealth and estate planning needs of physicians and their families. He specializes in working with physicians to develop a plan that will maintain and grow their personal and corporate wealth.
Associate Insurance Agent
Agnes joined Co-operators in 2018 starting in the East London office. She recently moved back to Strathroy where she is reconnecting with the community and is very happy to have made the move. As an Associate Insurance Advisor, Agnes is dedicated to her clients, assisting them with their Auto, Home, Business and Farm insurance needs. Agnes goes above and beyond to provide optimal care within the industry, taking the time to understand the needs of every individual. She comes from a managerial background, and uses her skills to manage the office and ensure the team is well organized, motivated and consistent in protocols and procedures.
Life Insurance Specialist
Joan joined Co-operators in 2009, and recently moved to the Strathroy area where she joined our local team. She is knowledgeable and client-focused with her recommendations, having spent years working in the financial services industry, including both banking and insurance. Her priority is to protect her clients and their families from the unexpected with solutions that meet their personal needs today and in the future. Joan believes in an exceptional service experience for clients and is devoted to building lasting, loyal relationships. With considerable understanding and experience, she specializes in Life, Critical Illness and Disability insurance, Business and Farm insurance, and Investments.
*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.