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
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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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Avec un parcours financier bien structuré, vous vous assurez que votre patrimoine soutiendra les personnes et les causes qui vous tiennent à cœur, d’une génération à l’autre.
Ensemble, façonnons un héritage qui reflète votre vision grâce à Un Plan, simplement Sun Life. Communiquez avec nous pour commencer. https://advisor.sunlife.ca/ajit.betageri/
#UnPlanSimplementSunLife #SunLife
Ensemble, façonnons un héritage qui reflète votre vision grâce à Un Plan, simplement Sun Life. Communiquez avec nous pour commencer. https://advisor.sunlife.ca/ajit.betageri/
#UnPlanSimplementSunLife #SunLife
Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can play a key role in supporting your overall financial approach. Let’s review your coverage and make sure it fits your needs. https://advisor.sunlife.ca/ajit.betageri/
Retirement isn’t an end. It’s your next chapter.
Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence.
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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.