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?

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—and not a combined total, as is usually the case2.

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.

More questions about investing?
We’ve got more answers.

 
WORKSHOP
1 HOUR

10 strategies for a successful financial life

Register for workshop
 
WORKSHOP
2 HOURS

Financial security planning for retirement

Register for workshop
 
WORKSHOP
30 MIN

Cover your mortgage loan: Avoid the pitfalls!

Register for workshop
Finances
2 minutes

To each his own… profile

Read article
Finances
3 minutes

How to manage financial stress

Read article
Finances
2 minutes

Investing: For whom, why and how?

Read article

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. $100,000 for TFSAs and $100,000 for other registered contracts (RRSPs, RRIFs, LIRAs and LIFs).

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.