Are you worried about how your money is being used? When you decide to invest your hard-earned money into a company, you should have the right to choose if that company’s values match your own. Savy investors want to know where their funds are being used and if they are being used in an ethical and socially responsible manner.
It doesn’t matter whether you are concerned about environmental impact or profiteering from vulnerable populations, BJK Financial can help you find investments that give back to the planet as much as they give back a nice return on your money.
Integration of environmental, social and governance considerations into the management and selection of investments.
Investments Encourage companies to improve transparency, be accountable and enhance risk management.
Segregated funds allow you to specify how much of your initial investment is protected from market fluctuations. You can usually choose to protect between 75% to 100% of your original investment, so even if the market drops, you’ll get most of your original investment back.
Sit down with our advisors and we can discuss how to plan your estate to mitigate or possibly even eliminate any probate fees on your estate. The earlier we talk, the better, but we can help at any stage. Just don’t leave it too long, if you die without protecting your wishes, the courts will take over and decide on how to distribute your estate.
Book a free, no-obligation conversation with Brian today. Fill out our brief contact form and one of our advisors will get back to you as soon as possible.
Remember, it’s your money, but are you using it wisely? We can help!