ESTEVAN - The Co-operators continues to offer a fleet of insurance products for its clients, but it has been expanding its services.
Erin Caleval, who is an agency owner and a certified financial planner, said their core products, which lots of people in Saskatchewan are familiar with, include automobile, farm, home, business and more.
When it comes to investing and life insurance, their national head office is in Regina.
“The Co-operators does life insurance, wealth, including segregated funds and mutual funds, as well as disability, group insurance, travel insurance, and things of that nature. So you name it, we’ve got it,” Caleval said with a laugh.
RRSP season keeps them busy, she said. Caleval is a certified financial planner, and she said this time of year always seems to make investing a top priority for new and existing clients alike. March 1 is the RRSP deadline, but she believes investment season should be every month.
“We all know that the road to financial freedom includes regular, timely investments. But RRSP season is just a really great time for clients to have a look back at what they invested last year … and then what am I going to do this year? What is my 2022 going to look like?” she said.
Co-operators has also been rebranding. Last fall the firm did an overhaul of its brand awareness to get clients to view the company as a place to do business for investing, and to look at their products for investment services.
“It has really made the phone ring, to be honest,” she said. “We’ve had a lot of people recognizing that there’s a new flavour at The Co-operators, and we’re really hoping to share some of our great products with new and existing clients.”
The Co-operators has re-established new management for the Estevan and Weyburn office. Caleval owns a franchise for the Co-operators in Regina, and she just took over the Estevan and Weyburn operations.
She wants people to know that they’re interested in hearing from existing clients and meeting new ones, and she’s excited to be in the southeast to speak with clients who haven’t seen them in the community the past few years.
Working with her in the Estevan office are Jade Zimmerman, who is a dedicated farm specialist, and Courtney Johnson, who serves as an office assistant. She also has three people in Weyburn and four in Regina, and specialists in all areas.
“We’re taking care of everybody in all three locations,” she said.
They just moved to a brand new office in Weyburn, and they have been in their Estevan office in the Estevan Market Mall for about a year and a half.
“It’s an amazing spot, and the mall itself is undergoing some really exciting construction and transformation over the next few years,” said Caleval. “I’m really excited for the future of that location in the mall. There’s some really exciting stuff happening, and I’m looking forward to increased activity in the mall with some of their expansion ideas.”
The local office had been a corporate-run office, without a dedicated advisor like Caleval for a number of years, but now there is a stronger local presence, and they’re eager to serve clients.
