Savings and investments

It’s all about finding the right partner

Tap into expertise, opportunities and solutions that help you strengthen client relationships, grow your practice and guide more Canadians towards financial security.

Get in touch with our team to learn more about what we can do for you.

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Our story
People-first insurance and financial services

As Canada's largest mutual insurer, we have the resources, reach and long-term perspective to invest in your success.

That strength is also reflected in our A (Excellent) rating from A.M. Best, once again confirmed with a stable outlook.

Our scale by the numbers


 $29.2 billion in consolidated assets
 


 3.8 million members
 


 6,500+ employees from coast to coast
 

Support for your growth

The right products, expertise and resources to grow your business.

A product portfolio for evolving needs

A comprehensive suite of flexible solutions designed to support financial security and help your clients reach their goals at every stage of life.

Explore our offering

A tool built for efficiency

Mobile Office helps you work smart and fast thanks to prioritized e-Transactions, auto-filled forms, remote signatures and automated document handling.

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Award-winning funds

When it comes to investing, performance matters to your clients. Our underlying funds consistently deliver with yearly LSEG Lipper and FundGrade A+® Awards.

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Investment accounts that keep on giving

More flexibility. Better guarantees. Lower fees.

Diversified, ready-made solutions

Access to over 40 accounts offering a unique gateway to the stock market without the hassle of day-to-day management.

MERs that get noticed

Some of the lowest management expense ratios in the country, meaning more of your clients’ investments stay in their accounts to grow.1

Choice of two 75/100 guarantees

All accounts include a classic 75/100 guarantee by default, which can be upgraded to the enhanced option for greater protection.

Our shelf keeps getting better

We’re always looking for new ways to strengthen your recommendations.

Choice built around client needs

Offer your clients access to 3 new high-performance funds, each with a built-in 75/100 guarantee and competitive management fee.

  • Global Innovators (Fidelity®)
    One of the market's most sought-after funds, delivering a 45.2% return and outperforming 99% of its category.2
  • Canadian Small Cap Equity (TDAM)
    Long-term growth potential through Canadian small- and mid-cap companies, with a 27.8% return and performance ahead of 89% of its category.2
  • Dividend Growth (TDAM)
    A proven Canadian dividend strategy with a 20.2% return and performance ahead of 69% of its category.2

Future homeowners can also leverage investment accounts through the FHSA, pairing tax-efficient savings with our new and improved proven fund lineup.

Meet the right partner

Connect with our team to learn more about Beneva and get answers to your questions.

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1 877 707-7372

These articles might interest you

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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. Three-year annualized return as at June 30, 2026.