Savings and investments
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
We invest responsibly
Beneva only works with portfolio managers who are signatories to the UN Principles for Responsible Investment.
You can choose your beneficiary
We keep your money safe
Sums invested in savings and retirement plans are protected by Assuris. See our information page for full details.
Investing with Beneva: Where do I start?
Your investment roadmap
1. It all starts with a plan
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
2. Next comes strategy
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
3. Let your money do the work
Stick to your contribution plan, let us know when adjustments are needed… and let your investments do the rest.
4. Reap the rewards!
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.
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10 strategies for a successful financial life
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Financial security planning for retirement for everyone
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