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Services & Solutions

It all starts with a smart strategy

The Value of Advice

At Cook & Cooke Financial, we take the time to understand your individual situation, offer unbiased financial advice and recommend the solutions that best meet your unique needs. As an independent financial broker, we are not required to sell specific products or brands and are free to act in your best interest.

We have access to a wide variety of products from Canada's top suppliers and leading investment managers.

Contact us for more information


INSURANCE SOLUTIONS

Protect what matters most...

INSURANCE SOLUTIONS

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind and put precious time back where it belongs – in your hands. We can provide educated advice and expertise in solutions such as:

  • Life, Health & Travel insurance
  • Disability and Critical illness protection
 Apply online or get a quote now!

INVESTMENT SOLUTIONS

Grow your wealth...

INVESTMENT SOLUTIONS

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise for your needs, including:

  • Registered retirement plans (RRSP, RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)


ESTATE PLANNING

Leave a legacy for your family and estate...

ESTATE PLANNING

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones.

Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax planning, and charitable gifts. 

Try these Estate Planning Resources.

PLANNING FOR RETIREMENT

Grow your future income stream...

PLANNING FOR RETIREMENT 

Goals-Based Investing focuses on helping you meet your income goals, not about performing against a stock market. Driven by advanced analytics that illustrate what your retirement spending needs could look like in the future, you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, family time or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.

Contact us to get started today!


GROUP & BUSINESS SOLUTIONS

Attract and retail the best talent...

GROUP & BUSINESS SOLUTIONS

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, such as: 

  • Group benefits & Group retirement
  • Group pension 
  • Competitive employee benefits
  • Business and key-person insurance

BANKING SOLUTIONS

Bank anywhere, anytime...

BANKING SOLUTIONS

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.  

Learn more about Manulife Bank

Open an Advantage Bank Account Today!


ETFs

Factor-based ETFs provide lower-cost ways to access financial markets,along with the potential for out-performance. The premise is simple: No single investment factor could sufficiently explain the cross section of expected stock returns.

Learn more about ETFs


For more information on services and solutions to your financial needs... 

CONTACT US TODAY

Insightful Videos

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Business Succession
Build a business succession plan well before it’s needed.