Savings Campaign

Toolbox

Beneva is investing in an advertising campaign in the Canadian market to raise awareness of its savings and investment services.

We've put together a few documents to help you during this period.

To help you develop your business

2025 Savings & Taxes Quick References (to come)

The importance of early investment demonstrated through scenarios.

Guide your customers according to their investor profile with a few questions.

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Investment Accounts

Documents on investment accounts that offer your clients performance and diversification.

Segregated Funds

Turnkey solutions for all your customers' needs.

Shortcut to useful documents on rates and yields

Rates and Returns

Rates and returns on investment products, as well as fund overviews, are now available on beneva.ca.

Learn more

Weekly Rates

Consult the current weekly rates.

Learn more

To share with your network

Client blog

Content articles to share on your social networks.

5 tips to better manage your finances

Saving for your RRSP on a tight budget

Ask the experts Podcast

Experience and information are game changers in business. The Ask the experts podcast gives you an inside look at the world of insurance and financial products through real-life examples and practical advice. Happy listening!

Advisors' Campaign Landing Page

Savings & Investments Section