Investco Financial
Wealth, insurance and planning — advised as one relationship
Investco Financial works with individuals, families, professionals and business owners across British Columbia and Alberta. Expert financial advisors, a written plan, and a firm that keeps reviewing it.
LICENSED IN
BC & Alberta
ADVICE ACROSS
Insurance & Wealth
CLIENT ACCESS
Wealth View
Where would you like to start?
What we do
Four core services, coordinated
Most firms are strong in one area. The value comes from making sure all four line up with each other and with your plan.
Financial Planning
A written plan covering cash flow, savings, protection, retirement and estate.
Learn moreInvestment Management
Active oversight, structure and ongoing review of what you've accumulated.
Learn moreInsurance
Life, disability, critical illness and group coverage through licensed carriers.
Learn moreBanking Coordination
Everyday banking, savings, mortgages and lending through Manulife Bank, handled by your advisor.
Learn moreHow it works
A clear process, start to review
No pressure, no jargon, and no recommendation before we understand the situation.
- Step 1
Introduction
A conversation about what prompted the call and what matters to you.
- Step 2
Discovery
We gather the details — income, obligations, savings, coverage and timelines.
- Step 3
Strategy
Written recommendations with the reasoning and trade-offs made explicit.
- Step 4
Ongoing review
Scheduled reviews so the plan keeps up with your life.
Why Investco
Advice that stays with you
Anyone can sell a product once. The difference is a firm built to keep advising you year after year.
One coordinated plan
Your investments, insurance and planning are reviewed together — nothing decided in a silo.
Choice of carriers
We work with more than 20 insurance and investment providers and recommend what fits, not what's convenient.
Reviews that actually happen
Scheduled check-ins keep your plan current as your income, family and goals change.
Wealth View — Investco's client platform
Your whole financial picture, one secure place
Wealth View is Investco's own proprietary client platform, provided to every client we work with — your plan, accounts, policies and documents, available whenever you need them.
Your plan in writing
The strategy you're following and the reasoning behind it, always on hand.
Accounts & policies
Investments, insurance coverage and values gathered into one view.
Documents on demand
Statements, reviews and tax documents without phone calls or waiting.
A direct line
Message your advisor and request changes from the same place.
Talk to an Investco advisor
Request an advisor in your area, or contact our office and we'll match you with the right person.
Investco Financial is an insurance, wealth management and financial planning firm registered in British Columbia and Alberta, with advisors licensed under the Insurance Council of British Columbia and the Alberta Insurance Council. We coordinate with the licensed banks, investment dealers and other professionals that fit your plan. Insurance products are issued by licensed carriers and are subject to underwriting approval and policy terms. Information on this site is general and is not financial, tax or legal advice.