For assistance/advice on your Group Plan accounts, contact:
Cocurullo Financial Services
John Cocurullo - jcocurullo@equityassociates.ca
Jason Cocurullo - jasoncocurullo@equityassociates.ca
Gerry James - gjames@equityassociates.ca
101 Cherryhill Blvd.,Suite 108
London, ON
N6H 4S4
P: 519-679-6799/ 800-657-3443
F: 519-679-8374


Online Access:
You can view your account information here:
https://winvestor.partnercenter.ca
Login information is mailed out to you with your copies of your application forms, if you cannot find this information or need assistance navigating the site please contact Cocurullo Financial Services. On this site you will be able to access information such as:
-Account Balances
-Transaction Reports
-Account Statements
-Investment Performance
Note: Copies of tax receipts are not available on this site, if you require additional copies they can be mailed/e-mailed upon request.
Other Services Available:
Upon request, John & Jason Cocurullo are also available to help with a number of other financial planning considerations, such as:
- Reviewing outside investment accounts
- Assisting with transfers of pension accounts from previous employers
- Setting up various investment accounts outside of the Group RRSP Plan, including:
- Personal Registered Retirement Savings Plan
- Tax Free Savings Account (TFSA)
- Registered Education Savings Plan (RESP)
- Reviewing potential insurance needs
- Basic tax and estate planning questions
The local has worked with Cocurullo Financial Services for over 25 years, and we trust that they will be able to provide you with solutions for all of your group or personal financial planning needs. Please do not hesitate to contact them with any questions you may have.