About
A Canadian advisory firm built around the client relationship
Investco Financial works with individuals, families, professionals and business owners in British Columbia and Alberta, providing insurance and financial planning through licensed advisors.
What we stand for
How we practise
Advice before product
The recommendation follows the analysis. If nothing needs to change, we say so.
Plain language
You should be able to explain your own plan to someone else after we've met.
Coordination
We work with your accountant and lawyer rather than around them.
Long-term relationships
Plans are reviewed on a schedule, not only when something is being sold.
Disclosure
How we're compensated is explained before anything is implemented.
Care with information
Client information is handled under a documented privacy and security framework.
Learn moreLicensing and scope
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.
Investco Financial is not a bank, securities dealer, exempt market dealer or mutual fund dealer. Where a service falls outside our licensing, we say so and refer you to an appropriately licensed professional.
Products are issued by the licensed carriers we place business with, and are subject to their underwriting and contract terms.
Talk to us
Reach the office directly, or search for an advisor near you.
Investco Financial is an insurance and financial planning firm. It is not a bank, securities dealer, exempt market dealer or mutual fund dealer, and does not accept deposits.