Referral partners
Grow Your Practice Through the Investco Professional Referral Network
Your clients bring you questions outside your own area of expertise — insurance, retirement, wealth, estate, mortgage, tax or business planning. Investco works with qualified professionals who want those clients looked after properly, and want to stay informed while it happens.
Who we work with
- P&C insurance brokers
- Mortgage brokers
- Lawyers and notaries
- Estate lawyers
- Accountants
- Tax professionals
- Real estate professionals
- Business professionals
- Other qualified professional service providers
This is a professional referral network, not an affiliate program. Applications are reviewed individually and not every professional or referral is accepted.
How the program works
- Step 1
Apply
Tell us about your practice, your professional standing and the kinds of clients you work with. Every application is reviewed by Investco head office — acceptance is not automatic.
- Step 2
Review and approval
We confirm your professional standing and the fit with our services, then set out the terms of the relationship in a partner agreement.
- Step 3
Portal access
Approved partners receive secure access to the referral portal, where referrals are submitted and tracked.
- Step 4
Submit a referral
Enter only what we need to make contact: the client's name, how to reach them, and the general nature of the need. No account numbers, no health details, no SIN.
- Step 5
We take it from there
An Investco advisor is assigned and contacts the client. You see the status move through the portal at each stage.
What partners get
A specialist your client actually needs
Insurance, investments, retirement income, estate and business planning handled by licensed Investco advisors.
Your client stays your client
We work on the need you refer. We don't compete with your practice or cross-sell around you.
Visibility, not guesswork
Track every referral by reference number, see the current status and the next step.
One secure channel
Message the Investco team about a referral in the portal, so nothing sits in personal inboxes.
Coordinated advice
Where it helps your client, we work directly with you on the planning, tax or legal side.
Professional standards
Licensed advisors, documented consent, audit trails and access controls on every file.
Compliance expectations
- Clients must be informed and must consent before their details are shared.
- Only the information needed to make contact is collected at the referral stage.
- Partners maintain the licensing, registration and conduct standards of their own profession.
- Consent, submissions, status changes and document access are logged.
- Confidential client information and internal notes are never exposed to partners.
- Any compensation arrangement is governed by the partner agreement and applicable rules.
Questions
- Is every professional accepted?
- No. Applications are reviewed individually and we only work with professionals whose standing and client base fit the network.
- What do I need before I refer someone?
- Your client must know you are sharing their contact details with Investco and must consent to being contacted. You confirm this on each referral.
- What information should I send?
- Name, contact details, general location and the nature of the need. Please don't send sensitive financial, health or identity information — we collect that securely and directly from the client later.
- Will I see my client's file?
- No. You see the status of your referral and the next step. Confidential client information and internal notes stay inside Investco.
- Is there compensation?
- Any arrangement is set out in your partner agreement and is subject to the legal, regulatory and licensing rules that apply. We don't publish or promise a fee schedule here.
- Who do I contact?
- Email Office@investcofinancial.ca or call 604-217-4507.
Refer with confidence.