Penticton, Co-operators

Penticton, Co-operators Representing Co-operators. Investments. Insurance. Advice. All in one place. Driven by our co-operative values, we put people – like you – first.

As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. We provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. Our personalized, easy-to-understand

investing solutions are designed to help you meet your needs today and your goals for tomorrow. For more than 75 years, we’ve been helping Canadians protect themselves and their loved ones. And that’s not about to change. A strong financial foundation includes reliable coverage when you need it most. Can’t decide between a TFSA and an RRSP? Not sure what the right long-term plan is for you? We provide straightforward, judgement-free advice, no matter where you are on your personal financial path.

See the full picture of your investments. A total portfolio approach helps ensure everything you own is working together...
08/28/2026

See the full picture of your investments. A total portfolio approach helps ensure everything you own is working together, not in silos, so you can move forward with clarity. Want to understand how your portfolio stacks up? Let’s connect.

Take control of your financial future. Connect with your financial representative today to learn how permanent insurance...
07/08/2026

Take control of your financial future. Connect with your financial representative today to learn how permanent insurance can elevate your wealth-building strategy.

Disclaimer: Co-operators does not provide tax advice. Tax benefits may vary and are not guaranteed.

07/08/2026

Parents work twice as hard supporting their children, while teaching themselves the ins and outs of investing in their future. Set your child up for academic success by making a savings plan to get the most of their RESP.

It’s , and this year’s theme is “Co operatives for a peaceful world.” 🌍Co operators believes in equity, social responsi...
07/04/2026

It’s , and this year’s theme is “Co operatives for a peaceful world.” 🌍
Co operators believes in equity, social responsibility, working together, and helping communities. These values shape how they show up for their members and for one another.

Working alongside partners, Co operators supports community well being, protects the environment, and creates a more inclusive economy. In 2025, Co-operators contributed $15.3 million to communities across Canada. 💙

To learn more about Co-operators community impact, visit https://bit.ly/4vGwWA9

07/01/2026

Balancing enjoying today with investing for tomorrow isn’t always easy, but you don’t have to figure it out alone. We’re here to help.

06/29/2026

The festivities continue! 🏳️‍🌈

Thank you Guelph Pride and Queen City Regina for having Co-operators. It was inspiring to see communities come out to celebrate Pride, together! 💙

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Reach out to us today for honest, empathetic advice tailored to your budget.
06/26/2026

Reach out to us today for honest, empathetic advice tailored to your budget.

From confusion to clarity, one conversation at a time. Co-operators’ financial representatives are here to help you.
06/24/2026

From confusion to clarity, one conversation at a time. Co-operators’ financial representatives are here to help you.

Planning ahead is all about the details. Understanding the difference between a successor and a beneficiary can make a m...
06/24/2026

Planning ahead is all about the details. Understanding the difference between a successor and a beneficiary can make a meaningful difference for your loved ones. In Quebec, TFSA transfers to a specific person upon death must be handled through a will. Connect with us to learn more.

06/21/2026

This , Gus’s words remind us how meaningful it is to see Indigenous cultures recognized and celebrated in our communities.

In his role as the IDEA & Reconciliation Consultant at Co-operators, he helps bring that perspective to life.

Join us in continuing to learn, listen, and celebrate. 🧡

Address

111-1301 Main Street
Penticton, BC
V2A5E9

Opening Hours

Monday 8:30am - 5pm
Tuesday 9am - 5pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 6pm

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