Contact Me
Ron Cooley

463 Belleville Street
Victoria, BC
V8V 1X3

Office: 250-388-6221
Fax: 250-388-6664
Email: Ronald Cooley

Products and Services

Products

  • As an independent investment advisor, I am able to offer quality products from a wide range of sources.
  • Stocks
  • Bonds
  • New issues
  • Fee-based wrap program
  • Mutual funds
  • Self-directed plans
  • Masters Private Account Program
  • Group RRSPs
  • Pension plans: group retirement plans, registered pension plans, deferred profit sharing plans and registered retirement savings plans
  • Money products: daily interest, GICs, RRSPs, RRIFs, and LIFs
  • Monthly savings plans
  • Systematic withdrawal plans
  • Other specialty investment products
  • Banking and mortgage products (on referral basis)
  • Telephone and online banking

Insurance

As an independent Life Insurance advisor, I offer a range of insurance products:

  • Life Insurance
  • Critical Illness & Disability insurance
  • Long Term Care Insurance
  • Health care spending annuities
  • Travel Insurance
  • Employee Health & Dental Plans for Small Businesses
  • Health Care Spending Accounts

Services

As an independent investment advisor, I offer financial management  services and am committed to providing financial solutions individually tailored to meet your changing needs.

My priorities:

  • Using proven long-term strategies to improve your financial health
  • Planning for all stages of life
  • Helping to increase your cash flow
  • Making carefully considered recommendations
  • Lowering interest rates on debt consolidation
  • Lowering tax rates
  • Finding solutions that work for you and for your beneficiaries

 

Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Agency.