Solutions
Wealth management as an ongoing discipline
Wealth management is not a single product. It is the ongoing work of aligning your assets, your protection and your plan as circumstances change.
The components
Goal definition
What the money is for, on what timeline, and what would count as success.
Asset structure
How holdings are allocated across registered, non-registered and corporate accounts.
Risk management
Insurance and reserve planning so a single event does not force asset sales.
Tax awareness
Sequencing and account location decisions reviewed with your tax professional.
Estate alignment
Making sure the plan and the beneficiary designations tell the same story.
Review cadence
A scheduled annual review, plus a call whenever something material changes.
Common questions
Is there a minimum to work with Investco?+
There is no published minimum. Advisors work with a wide range of households; a first conversation will confirm whether we're the right fit.
How are advisors compensated?+
Compensation depends on the products and services involved and is disclosed to you before anything is implemented. Ask your advisor to explain it in writing.
Do you manage my investments directly?+
Investco Financial is not a securities dealer. Investment solutions are provided through appropriately licensed channels and products, and your advisor will explain what applies to your situation.
Start with a review
Most relationships begin with a review of what you already have in place.
Investco Financial is not a securities dealer, exempt market dealer or mutual fund dealer. Nothing on this page is an offer to sell or a solicitation to buy any security.