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Successful retirement and investment planning requires a plan to reach your goal. Bajus Financial uses a proven planning process endorsed by the Canadian Association of Financial Planners as the basis for the plan. When designing your personal portfolio we offer the optimal combination of products to ensure your needs are met. As brokers we are constantly evaluating and adding new products to our offering to ensure you are on the leading edge. Some of the products we offer are: - Tax Free Savings Accounts (January 2009)
- Guaranteed Investment Certificates
- Mutual Funds
- Segregated Funds
- Wrap fee investment programs
- Pooled Funds
- Annuities
- Insured annuities
- RRSP's
- RRIF's
- RESP's
- Individual Pension Plans
- Employee Profit Sharing Plans
- Reverse mortgages
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All plans benefit from our own knowledge of ways to minimize taxes, as well as being able to draw on the knowledge of some of the best professionals available.
Planning is not limited to Retirement and Wealth Management. At Bajus Financial Ltd. we ensure, through comprehensive Estate Planning, that the assets are both protected and distributed according to a defined plan. Business owners can take advantage of a detailed Business Succession plan that defines who and how your business will move on to the next generation.
Mutual Funds are sold and distributed through Assante Financial Management Ltd. Additional products and services provided through Bajus Financial Ltd.Commissions, trailing commissions, management fees and expenses all may be associated with investment fund purchases. Please read the simplified prospectus before investing. Investment funds are not guaranteed. Their performance may not be repeated.
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