Savings and investments

Investing doesn't have to be complicated. Simply get in touch with one of our advisors to get started.1

Why invest with Beneva?

Pro tip for investors:
It's a little-known fact that investing with an insurer brings something extra to the table.

We deliver on performance

Tap into performance-focused investment products.

We invest responsibly

Beneva only works with portfolio managers who are signatories to the UN Principles for Responsible Investment.

You can choose your beneficiary

When you invest with an insurer, you can designate a beneficiary to receive the balance of your account in the event of death.

We keep your money safe

Sums invested in savings and retirement plans are protected by Assuris. See the leaflet for full details.

Investing with Beneva: Where do I start?

Your investment roadmap

First home

Together, we map out your investment plan to reach your goals, whether it’s retirement, the trip of a lifetime… or both! We’ll look at:

  • initial investment
  • target amount
  • target date
  • contributions to reach your goal based on your financial situation

Find an advisor

Now it’s time to choose your plan and investment products. This is the part where we develop a strategy aligned with your goals and really put your money to work.

We’ll determine, among other things, your:

  • investor profile
  • plan (investment vehicle)
  • investment choices

See the different risk profiles

Stick to your contribution plan, let us know when adjustments are needed… and let your investments do the rest.

Cash in when you've reached your goal. Your advisor will walk you through this step and help you steer clear of tax penalties whenever possible!

That’s the great thing about a financial advisor—you get expert help planning your life goals, big and small.1 You’ve worked hard for your money, let it return the favour.

The scenario shown here is for demonstration purposes only and should not be relied upon as financial or other advice.2

Investing in life shouldn’t take a lifetime.

More questions? Sign up for our webinars.

Take control of your financial future. Sign up for one of our financial security webinars and get clear, useful and practical information to use in your current situation.

10 strategies for a successful financial life

Looking to reduce your debt, save better and build a solid financial plan? Register for this webinar to get practical advice today. We can work together to make your financial goals a success.

Financial security planning for retirement for everyone

Dreaming of a stress-free retirement but not sure where to start? This webinar is right up your alley! Find out everything from budget management to maximizing your savings through RRSPs or TFSAs, along with the ins and outs of government pension plans.