Quick Contact
Ottawa office
466 Tremblay Road
Ottawa, ON K1G 3R1

Tel: 613-231-2266
Fax: 613-231-2345
Toll Free: 1-888-613-1234
Winnipeg office
175 Hargrave Street, Suite 100
Winnipeg, MB R3C 3R8

Tel: (204) 942-4438
Fax: (204) 943-5998
Toll Free: 1-888-204-1234

Individual financial services

Coughlin & Associates Ltd. offers complimentary financial counselling to our clients' individual members and employees.

Licensed and accredited personnel are available to help members to:

  • plan for their retirement income;
  • develop a personal life insurance, disability income or critical illness insurance plan;
  • establish a registered retirement, education, or other savings plan; or
  • have their own personal medical or dental insurance coverage.

Some of the products and services available include:

  • segregated funds;
  • extended health and dental coverage for individuals;
  • individual life insurance;
  • disability income insurance for individuals;
  • critical illness insurance for individuals;
  • registered retirement savings plans (RRSPs);
  • tax-free savings accounts (TFSAs);
  • registered retirement income funds (RRIFs);
  • life income funds (LIFs);
  • annuities;
  • severance pay investment options;
  • mortgage insurance;
  • emergency travel insurance for individuals;
  • registered education savings plans (RESPs);
  • retirement income analysis; and
  • estate preservation.

Plus, to protect the security of members' deposits and investments, Coughlin & Associates Ltd. only deals with companies that are members of either the Canadian Deposit Insurance Corporation (CDIC) or Assuris, the organizations established by Canada’s deposit-taking institutions and life insurance industry to protect individual deposits, investments and life insurance coverage.

At Coughlin, we are genuinely independent consultants.  We have no formal association with any other company or organization.  We work for you — and only you.

employee benefits specialists
Important forms
Dental - Medical Claim Forms
Dental & medical claim forms
Pre-authorized deposit forms
Pre-authorized deposit forms
Pre-authorized payment forms (Ottawa only)
Pre-authorized payment forms (Ottawa only)
If you share our dedication of providing Service Beyond Expectations™...
Personal financial programs for you and your family.
What's new
December 12, 2017
Ontario Government Launching OHIP+: Children and Youth ...
July 04, 2017
Thinking about a career at Coughlin & Associates Lt...
March 17, 2017
Watch our video about how Coughlin can help service you...
February 24, 2016
Check out the newest Coughlin Courier. (PDF 296 KB)