• Guides & Workbooks
  View Samples from Guides and Workbook:
• Investors-Aid Guide to Protecting Investment Returns. (220p)
• Investor Protection Workbook.(58p)
• Portfolio Consultations
• Online help
• Group Plan Consultations
• Pension Consultations
• Members-only blog

Members can easily invest on their own to get better returns with less risk. See Study of the Decade.

How the Co-op helps:
Best Co-op Portfolios (ETFs, Index Units, dividend funds, & fixed income)
Portfolio Upgrade Report Card online tool
Discounts to reduce costs at all the biggest firms
Best Advisory Options
Online Expert Help free to members

Ever wondered what you need from your advisor? Read more to find out.

Advisor designations and what they mean.pdf

IA model portfolio 20 year returns as of june 30.pdf

Ask the Co-op Experts!
Get answers to questions on financial planning, investing, insurance, and group benefits from industry experts who support the Co-op. All your personal information kept confidential.

Consumer Reports (See Reports & Publications)
Members-Only Blog:  what Canadians are really saying…
Consumer Advisories:

• Check your investments
  Avoid defered sales charge mutual funds.
• Are you getting your wrap account discounts?
• Bailing Out? Do it right!
• Green your investment process.
• TFSA: Crumbs or Cake
• fair practices.pdf