Personal
Advice organized around your life, not around products
Investco advisors work with individuals and families to bring planning, investing, insurance and retirement decisions into one coordinated picture — so each decision supports the next.
Where we help
Four areas that shape most household plans
Most people arrive with one question. We start there, then look at how it connects to everything else.
Plan
A written plan that reflects your income, your obligations and the dates that matter to you.
- Financial planning
- Cash flow management
- Tax strategies
- Life events
Grow
Registered and non-registered savings structured for your timeline and comfort with risk.
- TFSA, RRSP, FHSA, RESP
- Non-registered investments
- Segregated funds
- Portfolio reviews
Protect
Coverage sized to real obligations — a mortgage, a family income, a business, a health event.
- Life insurance
- Disability insurance
- Critical illness
- Health & dental
Transition
Turning savings into retirement income, and passing what remains on the way you intend.
- Retirement income planning
- Estate & legacy strategies
- Beneficiary reviews
- Annuities
Start where you are
What are you trying to accomplish?
How we work
A straightforward advisory process
- Step 1
Introduction
A conversation about your situation, your priorities and what prompted the call.
- Step 2
Discovery
We gather the details — income, savings, coverage, obligations and timelines.
- Step 3
Strategy
You receive clear recommendations with the reasoning and trade-offs explained.
- Step 4
Ongoing review
Plans change. We review regularly and adjust as your circumstances move.
Speak with a licensed Investco advisor
Search by name, location or specialty, or send us a note and we'll match you with the right advisor.
Information on this page is general in nature and is not financial, tax or legal advice. Suitability of any strategy depends on your individual circumstances. Insurance products are issued by licensed carriers and are subject to underwriting approval and policy terms.