Solutions

Banking, powered by Manulife Bank

Manulife Bank is Investco's exclusive banking and planning provider. Your advisor can arrange full-service banking — day-to-day accounts, savings, mortgages and lending — and align it with the same written plan that guides your investments and protection.

Mortgages handled through your advisor

Your Investco advisor takes care of mortgage applications, renewals and transfers through Manulife Bank. You stay with the same point of contact from start to finish.

Where advice makes the difference

One picture

Your banking sits beside your accounts and policies in the client portal.

Mortgage planning

How payment structure, term and amortization interact with your savings capacity.

Cash reserves

How much to hold liquid and where it should sit.

Debt sequencing

Which obligations to clear first, and when investing instead makes more sense.

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Mortgage protection

Comparing lender-provided creditor insurance against individually owned coverage you control.

Business financing

Coverage requirements attached to operating lines and personal guarantees.

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Align borrowing and banking with your plan

Bring your mortgage renewal date and current balances to the conversation.

Banking, deposit and lending products are provided by Manulife Bank of Canada and are subject to its approval, terms and conditions. Investco Financial provides the advice and coordination around them, and can also work with your existing financial institution.