Legal
Regulatory Information
Investco Financial is licensed in British Columbia and Alberta for insurance and related financial services. At our core, we are an advisory firm — our work is built around advice, planning and long-term client relationships.
Registration and licensing
Investco Financial is registered in British Columbia and Alberta. Our advisors are licensed under the Insurance Council of British Columbia and the Alberta Insurance Council, and act within the scope of the licences they individually hold.
Insurance products are issued and underwritten by licensed insurance carriers. All coverage is subject to application, underwriting approval and the terms of the issued contract.
Scope of advice and services
We provide insurance, wealth management and comprehensive financial planning guidance, delivered through licensed advisors and coordinated with the banks, investment dealers and other professionals that fit your plan.
While we work closely with accountants, lawyers and other professionals on your behalf, we do not provide legal, accounting or tax preparation services directly.
Verifying an advisor
You can verify an individual advisor's insurance licence directly with the Insurance Council of British Columbia or the Alberta Insurance Council. We will provide an advisor's licence details on request.