Beneva

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

How can advisors prepare young Canadians to inherit wealth?

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

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

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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

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

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

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