Industry Insights By Beneva

Created by the coming together of La Capitale and SSQ Insurance, Beneva is the largest insurance mutual in Canada with more than 3.5 million members and customers. Beneva employs over 5,500 dedicated employees: people looking out for people. Its human approach is rooted in mutualist values that are shared by its employees. With $25.2 billion in assets, Beneva positions itself as a major player in the insurance and financial services industry. Its head office is located in Quebec City.

Help clients buy a first home without abandoning long-term goals

Industry Insights

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Help clients buy a first home without abandoning long-term goals

Guiding first-time homebuyers through challenges can earn advisors long-term loyalty.

November 17, 2025

3 min read

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Industry Insights

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How can advisors prepare young Canadians to inherit wealth?

Expert estate planning support helps to ensure all generations’ needs are met.

October 14, 2025

3 min read

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Industry Insights

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Risk management is a “must-have” skill for advisors

Get support with diversification, asset allocation adjustments, and dynamic management.

January 13, 2025

4 min read

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Industry Insights

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Women in their 50s need financial advice. Can you provide it?

Build your business by helping women navigate their pre-retirement years

June 3, 2024

3 min read

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Industry Insights

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Build your credibility with ESG

Environmental, social, and governance (ESG) factors likely align with many of your clients’ values. In this article, Matthew To, Senior Director of Business Development for Investments at Beneva, explains why you should integrate ESG criteria into your investment selection process — and how to do it.

November 6, 2023

4 min read

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