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 seasoned professionals provide the personalized service and support you need to wow your clients and grow your business. Plus, our new recognition program pools all lines of business so you are recognized AND rewarded for going above and beyond to meet your clients’ needs.
Giving the best of ourselves translates into a complete line of products, superior contract guarantees, and investment solutions suited to a wide variety of risk profiles and investment goals. Plus, our portfolios are managed by independent world-class fund managers and our in-house experts stay on top of market trends, monitor portfolios, and ensure optimal performance. You're in good company.
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 Mobile Office and eApp simplify your job and cut down your paperwork time. We’re always working on new marketing material and blog articles of interest to give you that extra edge and attract new clients.
Our assets reflect our sustainable and responsible investment principles, while our private investments finance renewable energy, social infrastructure and cleantech companies to the tune of $220 million. In short, everyone benefits.
Read our CSR reportOur advisor blog is your go-to for expert insights on trending and classic topics.
Tap into this valuable resource designed to give you a solid grasp of products on the market and help you find the best solutions for your clients.
