Insurance
Life Insurance, In Plain Language
What it is, who it's for, and how it protects the people you love.
Tools & Resources
Free guides on insurance, investing and planning
Short, plain-language one-pagers from Investco Financial. Read them here or download the PDF — no email required.
Insurance
Term or Permanent? Choosing Your Coverage
The two main types of life insurance, explained side by side.
Insurance
How Much Life Insurance Do You Actually Need?
A simple way to size your coverage without guesswork.
Insurance
Critical Illness Insurance: Protecting Your Recovery
A tax-free lump sum while you're still here to use it.
Insurance
Disability Insurance: Protecting Your Paycheque
Your income is your biggest asset — insure it like one.
Insurance
Naming Beneficiaries: A Five-Minute Task That Matters
The simplest estate-planning move most Canadians skip.
Insurance
Protecting the Family Home
Why personal coverage usually beats the bank's mortgage insurance.
Investing
Investing Basics: Getting Started in Canada
What investing actually is, and how to begin with confidence.
Investing
The TFSA: Canada's Most Flexible Account
Tax-free growth for any goal, at any age over 18.
Investing
The RRSP: Saving Now, Paying Tax Later
A tax deduction today and tax-deferred growth for retirement.
Investing
The FHSA: The First Home Savings Account
The best of an RRSP and a TFSA, for your first home.
Investing
The RESP: Investing in Their Education
Government grants make this the first account for education savings.
Investing
When Markets Drop: A Calm Investor's Guide
Why downturns are normal — and what to do about them.
Planning
Retirement Planning: Where to Start
A clear picture of the future you want, and the steps to fund it.
Planning
The Emergency Fund: Your Financial Foundation
Three to six months of expenses changes everything.
Planning
Estate Planning Basics Every Family Should Know
A will, beneficiaries and insurance: the three essentials.
About Investco
Why Independent Advice Matters
Many carriers. One recommendation: yours.
About Investco
What to Expect as an Investco Client
From first conversation to ongoing reviews — how we work.
About Investco
How Investco Advisors Are Paid
Straight answers about compensation, because you deserve them.
Next step
Questions a guide can't answer?
These guides cover the basics. Your situation is specific — a licensed Investco advisor can walk through it with you, compare options across the carriers we represent, and handle the paperwork.