Ajit Betageri
Job title: Advisor, Sun Life
Languages spoken: English, Hindi, Kannada, Marathi
Area(s) served: Lower Mainland including Tri-cities and Burnaby
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 general
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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True wealth isn’t just about earning money. It’s about keeping it.
Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.
For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?
Let's chat! https://advisor.sunlife.ca/ajit.betageri/
Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.
For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?
Let's chat! https://advisor.sunlife.ca/ajit.betageri/
True wealth isn’t just about earning money. It’s about keeping it.
Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.
For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?
Let's chat! https://advisor.sunlife.ca/ajit.betageri/
Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.
For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?
Let's chat! https://advisor.sunlife.ca/ajit.betageri/
This Seniors Month, let's talk about staying safe. Grandparent scams are targeting our older adults. Awareness is your best defense.
How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.
Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way
If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.
How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.
Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way
If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.
This Seniors Month, let's talk about staying safe. Grandparent scams are targeting our older adults. Awareness is your best defense.
How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.
Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way
If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.
How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.
Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way
If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!
https://advisor.sunlife.ca/ajit.betageri/
https://advisor.sunlife.ca/ajit.betageri/
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!
https://advisor.sunlife.ca/ajit.betageri/
https://advisor.sunlife.ca/ajit.betageri/
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.