Responsible Investing Tailored to Your Values. 

 

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.

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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.

 

  • Socially Responsible Investing (SRI)
    BJK Financial can help you create a profile of investments that use your money in socially responsible ways with ethical business practices. 
  • Environmental, social and Governance (ESG)
    Part of SRI, funds, and companies put into those funds, are analysed using ESG ratings and not just relying on KPIs.
  • Active Shareholder Engagement
    Some funds have started to show ESG ratings in their prospectus, but they don’t have exclusions and they don’t participate in shareholder engagement.

Speak with BJK Financial to learn more about Socially Responsible Investing and how you can make a difference with your money.

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The Benefits of
Segregated Funds


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.

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Potential Creditor

Guarantees


 


 

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Potential for

No Probate Fees


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.

BJK Financial Group Services

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Let’s Get Started.

Contact us today. Your future starts now.

 

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!