Our company
How we help
Advice is only useful when it is written down, coordinated and reviewed. Here is what working with Investco Financial actually involves.
Where we add value
Four core services, coordinated
Financial planning
A written plan covering cash flow, savings, protection, retirement and estate intentions.
Learn moreInvestment management
Active oversight, structure and ongoing review of what you have accumulated, personally and corporately.
Learn moreInsurance
Life, disability, critical illness and group coverage placed through licensed Canadian carriers.
Learn moreBanking coordination
Everyday banking, savings, mortgages and lending through Manulife Bank, arranged by your advisor.
Learn moreWho we serve
Start where you are
What you can expect
Before any recommendation
- A conversation about what prompted the call
- A full picture of income, obligations and existing coverage
- Written objectives you agree with
In the recommendation
- The reasoning, in plain language
- The trade-offs we considered
- What it costs and what it does not cover
After you are a client
- Scheduled reviews
- Wealth View access with your policies and documents
- One team handling service and paperwork
See the process in detail
Every engagement follows the same four stages, from introduction to ongoing review.
Information on this page is general and is not financial, tax or legal advice. Insurance products are issued by licensed carriers and are subject to underwriting approval and policy terms.