Your advisor has left our team

We’re still here for you. Until your new financial security advisor takes over, our team will provide personalized service to keep your financial goals on track.

 

Need advice right now? Just give us a call. 
1 866 612-3473​
 

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Request a callback

Your priorities, our focus

  • Reviewing your financial situation

  • Updating your insurance coverage

  • Optimizing your savings and investments

  • Planning for your retirement goals

Got questions? We’ve got answers!

You’ll receive an email or letter from Beneva, based on your preference. In the meantime, feel free to contact us should you have any questions or other needs.

Call us at 1 866 612-3473​. Once a new advisor is assigned to you, you’ll be able to call them or schedule an appointment.

No. Your coverage, claims, disability insurance, and investments remain unchanged. There’s nothing you need to do.