Ajit Betageri
Job title: Advisor, Sun Life
Languages spoken: English, Hindi, Kannada, Marathi
Area(s) served: South Surrey, White Rock, Tri-cities, and Vancouver
Retiring your way
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
Who we service
Learn more
Business owners
Helping business owners take control of their finances one step at a time.
Families
Helping families protect what matters most and work towards a secure financial future for each family member.
Pre-retirees and retirees
Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Managing diabetes comes with enough to think about— your finances shouldn’t add stress. An advisor can help you plan ahead with confidence and peace of mind. Read more about how personalized financial guidance can help: https://www.sunlife.ca/en/health/diabetes/financial-planning-diabetes/
Then get in touch to chat more: https://advisor.sunlife.ca/ajit.betageri/
Then get in touch to chat more: https://advisor.sunlife.ca/ajit.betageri/
Managing diabetes comes with enough to think about— your finances shouldn’t add stress. An advisor can help you plan ahead with confidence and peace of mind. Read more about how personalized financial guidance can help: https://www.sunlife.ca/en/health/diabetes/financial-planning-diabetes/
Then get in touch to chat more: https://advisor.sunlife.ca/ajit.betageri/
Then get in touch to chat more: https://advisor.sunlife.ca/ajit.betageri/
MYTH: Permanent life insurance can’t adjust when your life changes.
REALITY: Universal life insurance may offer options to pay more after a strong year or use savings in the policy to help cover insurance costs when things change in your life.
Want to see how it could adapt with you? Let’s talk. https://advisor.sunlife.ca/ajit.betageri/
REALITY: Universal life insurance may offer options to pay more after a strong year or use savings in the policy to help cover insurance costs when things change in your life.
Want to see how it could adapt with you? Let’s talk. https://advisor.sunlife.ca/ajit.betageri/
MYTH: Permanent life insurance can’t adjust when your life changes.
REALITY: Universal life insurance may offer options to pay more after a strong year or use savings in the policy to help cover insurance costs when things change in your life.
Want to see how it could adapt with you? Let’s talk. https://advisor.sunlife.ca/ajit.betageri/
REALITY: Universal life insurance may offer options to pay more after a strong year or use savings in the policy to help cover insurance costs when things change in your life.
Want to see how it could adapt with you? Let’s talk. https://advisor.sunlife.ca/ajit.betageri/
How to create a budget
The holidays are just around the corner, and so are the expenses that come with them.
Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.
Need a bit of inspiration? Polish up on your budgeting skills here https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-create-a-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.
Need a bit of inspiration? Polish up on your budgeting skills here https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-create-a-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.