Savings and investments

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

Find an advisor

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

Deposit coverage of up to $100,000 per account category.2

Investing with Beneva: Where do I start?

Your investment roadmap

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 1—you get expert help planning your life goals, big and small. You’ve worked hard for your money, let it return the favour.

The scenario shown here is for demonstration purposes only3 and should not be relied upon as financial or other advice.

Investing in life shouldn’t take a lifetime.

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Institutional investment

Looking for the right investment strategy for a pension plan or any other institutional account? You’ve come to the right place.

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1. On behalf of Beneva Investment Services Inc., mutual fund dealer and financial services firm or on behalf of Beneva Inc. a financial services firm or Authorized partners of Beneva Inc., a financial services firm.

2. Certain conditions apply. See our leaflet for all the details.

3. The risk profile is conservative based on the advisor’s1 needs assessment.Scenario based on a 2-year horizon, with the reinvestment of tax refunds and earnings, and an annual return rate of 2 %. Amounts are rounded to the nearest $5.