We bring people, expertise & opportunities together

For financial services, Covello has you completely covered—we solve the problems that keep you up at night.

Within our co-active network, you’ll find collaborative like-minded partners and an incredible potential for growing your business.

Our Solutions

Your goals. Your needs. We made them our own. We jump in right alongside you and create a plan exactly for your situation.

Supporting Employees

Group Benefits and Retirement

Group Benefits

The right plan could grow your business.

Group Retirement

A plan that benefits you and your employees.

Financial Planning

Let’s plan to connect you to your dreams.

Our Approach is Different


We’re here to simplify the complicated. At Covello, we take pride in simplifying financial services and products, ensuring clear understanding for our clients.


With almost 75 years of experience at hand, we’re proud to be leaders in our industry. Our team continuously leads with integrity, draws from experience, and focuses on building relationships that last.


It starts with financial services, but grows into long-lasting partnerships with our clients. We bring people, expertise, and opportunities together – we build connections.

A Few of the Industries We Serve

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Health & Wellness
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Hotels & Resorts
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Waste Management

Strategic Partners

Our strategic partners drive growth for you with services that complement ours. We’ve picked them for three reasons: excellence, expertise, and integrity.

A Key Partner

As the largest Indigenous owned insurance brokerage in Canada, TIPI is working with over 150 Indigenous communities.

Clients Are Talking About Us

“Working with Mike and his team at Covello Financial has been awesome. Actually, I can say (with experience) that everyone at Covello is 100% laser focused on the customer, the service and support Berdick Window's has received has been nothing short of astounding. Berdick switched to Covello with it's Employee Benefits Plan and it didn't take long before we also moved our pension plan as well, best decision we've made. I highly recommend Covello for all your health & pension plan benefit needs.”
Sheldon Fehr
Berdick Windows & Doors
“Covello manages our benefits program for Roadmap Agency. The reporting and advocacy and advise for my team is fantastic helping me as an owner provide a leading customized package for my team. Further Covello and Roadmap are partners. We support each others businesses and connect to our networks. This is an immense value add; that has supported each of our businesses in their growth.”
Steve Whittington
Roadmap Agency
“We highly recommend Covello Financial. It is really difficult to find a company in this industry that goes above and beyond with everything your company needs. They also provide incredible customer service and are always willing to connect you with other business owners on their network.”
Arturo Orellana
GFIT Wellness
“My company's experience with Mike and his team has been great. While they do offer great rates on benefits, their goal is much larger than just that. They are sincerely interested in helping to grow your business, improve your employee's lives by offering other programs that provide a more holistic program to improve employee's lives. Their team has come to our business a number of times to present to employees on topics and stayed to answer questions and have never asked for anything in return. The most important thing that they do that gives me confidence in them is that they have always done exactly what they promised they would do. I have recommended Covello Financial to many of my friends.”
Ryan Friesen
“Mike and his team offer some of the best advice and service out on the market today. We have been astounded by the level of commitment by the CFG team in bringing our clients needs to the table and providing a custom solution(s). I would highly recommend CFG to anyone who is looking for the next level of performance, customer service with proven success.”
Travis Eagles
M Builds
“We are always pleased with the wonderful service we receive from CFG! The knowledge they bring regarding the services provided is outstanding. Mike, Tracey, and Kevin always respond to our queries quickly and professionally. There isn't another team of people that works harder for us. I most definitely recommend CFG!”
Crystal Kangas
Mr. Furnace
The entire CFG team has been phenomenal to work with - attentive & knowledgeable service. Thank you Mike for all of the introductions to my network and for being a world-class connector.
Riley, Owner
Shortline Moving Solutions
“Covello hosts our company benefits plan. We find them to be very responsive to questions/concerns and they work hard to keep our costs manageable. We highly recommend their services.”
Henry Siemens
Serious Marketing
“From day one Covello financial has been a pleasure to deal with. Covello took care of transition from our existing benefit provider by coming to our dealerships and meeting and enrolling all of our eligible employees. The web portal is easy to navigate, and all members have their own sign in and accounts. Covello is always ready to assist the administrator and employees for any questions or concerns.”
Cam Wiebe
Janzen Chevrolet
“Mike St. Croix and his team has been a firm that goes above and beyond for their clients and I have had first hand experience with them. Personally, I am very happy with their service and solutions. I would recommend to anyone looking for new advisors.”
Sunny Nagra
Ierfino & Associates
“TIPI Group of Companies is proud of the relationship we have built with Covello Financial. Covello Financial has helped our company build lasting relationships and grow our network through introductions from their team. As a First Nation owned Insurance Brokerage, Covello Financial has supported and promoted our company as we move towards Economic Reconciliation together. They have been a champion with the promotion of our Truth2Action: Economic Reconciliation Partnership Program. We look forward to growing together with the Covello Financial Group.”
Chris Berthelette
TIPI Insurance Partners

Latest Resources

Need some insight? The answer you’re looking for might be right here.
And if it isn’t, ask us! We’re eager to dig into your questions.

Today, we’ll explore two key retirement savings options in Canada: Registered Retirement Savings Plans (RRSPs) and Deferred Profit Sharing Plans (DPSPs).
As businesses in Canada strive to create environments that attract and retain top talent, understanding the pivotal role of group benefits has never been more crucial.
In this blog, we’ll explore the unique considerations and advantages of tailoring benefit offerings to meet the specific needs of smaller enterprises.