Helping you is what we do best

Our sales team is on a mission to see your business thrive. We provide standout service and personalized support to help you take care of your clients. That’s Beneva!
 

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Our long story, short
We’re 75 years young

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.

Our numbers speak for themselves


 $25.2 billion in assets
 


 3.5M clients and members
 


 5,500 employees from coast to coast
 

Savings and investments

A partner with a lot to offer

All the products, all the expertise and all the tools to support your growth.

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The convenience of a one-stop shop

We offer a complete line of investment products: investment accounts, segregated funds, GIAs, annuities and all the registered savings plans and accounts. With everything under the same roof, it’s easy to help your clients plan for every chapter of their story.

 

 

An expert portfolio management team

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.

 

 

Trusted tools to work smart and fast

Investing in your success also means investing in modern tools to make your life easier. Our Mobile Office is designed to simplify your job and cut down your paperwork time.

Investment accounts that keep on giving

Enjoy proven performance, better guarantees and lower fees.

Diversified, ready-made solutions

With over 40 ready-made investment accounts, you can choose your unique gateway to the stock market, without the hassle of day-to-day management.

Competitive management fees

Our investment accounts feature some of the lowest Management Expense Ratios (MERs) in the country, meaning more of your clients’ investments stay in their accounts to grow.1

Funds that deliver on performance

All our reference funds are hand-picked by industry-leading portfolio managers and rank among the top performers in Canada for all investor profiles.2

Capital guarantees at no extra cost3

Our investment accounts include two capital guarantees: a maturity benefit equal to 75% of the invested amount and a death benefit of up to 100%.4

Investors choose their beneficiaries

Help your clients build legacies. In case of death, assets will pass directly and quickly to their named beneficiaries in complete confidentiality.

A fully stocked toolbox

Find marketing materials, the latest rates and returns, blog articles and much more.

Explore toolbox

Values with added value

Eco-friendly, responsible investing

Our private investments finance renewable energy, social infrastructure and cleantech companies to benefit future generations.

Read our CSR report

Philanthropy and social engagement

We are proud to give back to communities. Every year, we invest millions to support over 150 charitable organizations across the country.

Finding strength in diversity

We want to lead change through innovation and we’re doing it by working together, drawing on different expertise, talent and skills.

A team of experts at your service

Understanding your reality is our priority. Get the tailored services you need to grow your business. Success is built on strong partnerships.

Advisor blog and podcast
Level up your expertise

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.

Together, let’s do more for your clients.

Get in touch

Or give us call

1 877 707-7372

1. As at May 2024, in comparison with the five largest insurers in Canada in terms of assets under management in Segregated Funds. Comparison with the market for actively managed Segregated Funds in Canada (funds with regular commission guarantees, excluding mutual funds) and based on funds comparable to the investment accounts offered by Beneva.

2. According to 2023 FundGrade A+® Awards and 2023 Refinitiv Lipper Fund Awards.

3. Certain conditions apply. Savings products are issued by Beneva Inc.

4. 100% capital guarantee upon death for contributions made before age 75. For contributions made after age 75, the capital is guaranteed at 75%.

5. The rate increase (bonus) does not apply to Traditional GIAs with special terms. All clients will have the same rate regardless of the amount invested. Interest rates are subject to change at any time without notice.