Beneva is a new player in the financial services industry, created by the union of two major Canadian insurers: La Capitale and SSQ Insurance.
Our brand may be young, but our expertise is 75 years in the making. We have the experience and fresh new look to support your ambitions nationwide.
$26.8 billion in assets
3.5 million clients and members
5,000 employees from coast to coast
Our complete line of insurance and investment products features tailor-made solutions to protect your clients and help them reach their goals.
Our products adapt to every stage of life, from buying a first home to retirement planning and everything in between.
Our private investments finance renewable energy, social infrastructure and cleantech companies to benefit future generations.
We are proud to invest millions every year to support over 150 charitable organizations across the country.
Beneva offers several coverage options that can be perfectly adjusted to your clients’ circumstances and stage of life. Our Term Plus life insurance product features a term exchange option, meaning your clients can exchange any initial term for a longer one without proof of insurability.
Simple and flexible universal life insurance with highly competitive COI rates including a selection of high-performance investment options linked to funds on our segregated funds platform.
Our universal life insurance adapts its coverage to the current and future needs of your clients. It’s a simple, effective solution to grow tax-sheltered savings.
Our competitive critical illness insurance provides comprehensive stand alone coverage for adults and children. Plus, an easy and affordable critical Illness rider can be added to all our life insurance products. The rider is automatically offered when life insurance coverage is approved at standard rates and without exclusions.
Our disability and critical illness riders include free assistance services when your clients need it most. They have access to expert advice and get referrals tailored to their needs through a full range of reliable assistance services (medical referral, psychological support, legal assistance and many others).
Discover Term Plus, a multi-purpose solution that’s both flexible and affordable.
Term Plus has several plus points. Coverage features an extreme disability benefit, insurability guarantee, exchange program and policies are renewable every 5 years.
Term Plus features a host of optional benefits to customize coverage according to a client’s circumstances and stage of life. Add-ons include credit protection, children’s critical illness coverage and more.
Our rider covers a slew of different loans and is the only one on the market that offers the choice of taking coverage with or without guarantee (proof of loan upon purchase vs claim).
Combine multiple life plans in one policy with different terms and insurance amount combinations. It’s easy to match coverage to personal or business insurance needs, plus save on policy fees.
Our portfolios are managed by independent world-class fund managers while our in-house experts stay on top of market trends, monitor portfolios, and ensure optimal performance. You're in good hands.
Giving the best of ourselves translates into superior contract guarantees, and investment solutions suited to a wide variety of risk profiles and goals.
A private wealth management platform for segregated funds with a family asset threshold that allows you to combine the assets of all your direct relatives.
This means lower fees, improved reporting and auto-balanced portfolios. With investment solutions you set to match your specific risk tolerances, you’re free to focus on adding value through holistic financial planning.
Our Advisor blog and podcast provide expert insights on trending and classic topics for that extra edge that translates into better recommendations.
Tap into these valuable resources designed to give you a solid grasp of products on the market and help you find the best solutions for your clients.
