Jerome Bitun - Insurance and Mutual Fund Investment Specialist

Home
Canada
Richmond, BC
Jerome Bitun - Insurance and Mutual Fund Investment Specialist

Providing life, critical illness, disability, home and auto insurance. Disclaimer:

Mutual funds products are offered through Credential Asset Management Inc.

We also help you consolidate all of your family assets into one balanced program so that you can improve your asset accumulation in less time with fewer risks along the way. Commissions, trailing commissions, management fees and expenses all may be associate with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances

are not insured or guaranteed, their values change frequently and past performance may not be repeated. Insurance products are provided through multiple insurance carriers.

12/31/2025

2025 Year In Review -

Year in Review 2025 has been another good year for investors with markets all over the world going up so it wasn’t very hard to make money this year. Rates coming down helped a lot as it helped ease borrowing costs and inflation was starting to slow. There has been several big news in 202...

04/29/2025

Lapu Lapu Festival Fundraiser -

Dear , First of all, I would like to apologize as this will not be a normal newsletter and I hope you will indulge me. The events of the Lapu-Lapu Festival last week will be remembered as the most devastating event for the Filipino community in Vancouver. I was shocked when I heard the...

02/14/2025

What happens if both parents die without a Will? A family member will usually step up for the role, but you will have no say in who is chosen.

12/31/2024

2024 Year In Review -

Year in Review As 2024 comes to a close, we take a look back at the significant events of the year. High Inflation and High Interest The past few years have been marked with high interest rates and high inflation. Things that haven’t happened for more than 20 years. A lot of young adults have n...

11/17/2023

Understand the effects of beneficiary designations on tax after death

10/31/2023

Government of Canada's official one-stop-shop for comprehensive international travel information.

10/18/2023

10/13/2023

Regulation Board diversity improves, but journey not over: report C-suite change is slow for women, Indigenous people and those with disabilities By Maddie Johnson | October 12, 2023 2 min read Regulation Bank regulator expands risk guidelines Draft released by the OSFI covers areas of integrity and...

07/12/2023

https://www.advisor.ca/tax/tax-news/why-clients-with-large-rrsps-and-rrifs-might-benefit-from-earlier-withdrawals/?utm_source=ADVR_NL&utm_medium=email&utm_campaign=AM_Bulletin&hash=58c64e3dda41f83dfb23685b283ebc1e

Strategic withdrawals allow clients to smooth out their income levels over retirement

06/06/2023

Insurance corporation says savings could be between 10 and 15%

05/29/2023

Clients now get protection for at least 90% of their death benefits, seg fund guarantees and other coverages if their life insurer fails

05/26/2023

In estate planning, trusts offer precision control over your wealth and assets and can help reduce tax liability, too

Address

Richmond, BC

Website

http://www.bitun.net/

Alerts

Be the first to know and let us send you an email when Jerome Bitun - Insurance and Mutual Fund Investment Specialist posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Want your business to be the top-listed Finance Company in Richmond?