“Making money is not the same as creating wealth.”
About Amit
At 42, Amit was earning a very good income. Then someone asked him three questions. Is your income multiplicable? Is it transferable? Is it sellable? His answer to all three was no.
Those questions started his journey into the money industry. At first he only wanted to understand how money really works. Over time he saw he could build something where his efforts compound, while helping families and business owners make better financial decisions. He eventually left a successful 23 year career in construction to do this full time.
Recently he helped a business owner plan the transition of his chiropractic clinic to his son. At the other end of the spectrum, he helped a 22 year old start protecting his income and saving with $100 a month, the guidance he wishes someone had given him at that age.
For Amit, it is about helping people build something that can last.
What Amit Ajmera Financial Services Does
Amit helps families and business owners grow their income and grow their savings through the financial services industry.
Main services
Estate planning
Succession planning
Financial planning
Investments and insurance
Tax saving strategies
Who Amit Helps
Individuals and families
Corporation and business owners
Real estate investors
Self employed professionals
Who Amit Would Love to Meet
Amit enjoys meeting thoughtful families, professionals and business owners who want to make more intentional decisions about their future. They may be earning well but want to manage their money more effectively, protect what they have built, or create more flexibility.
He also enjoys meeting younger professionals and families building a financial foundation, and entrepreneurial people interested in building a financial services business of their own.
A good time to introduce someone:“I’m doing well, but I’m not sure I’m building the right future. When you hear that, it is a good time to introduce us.”
Why Amit Is Part of BUN
Amit was introduced to BUN by a close friend, and has come to value the relationships he has built with Jenny and others in the community.
He believes strong business relationships are built on trust, collaboration and a long term perspective, not forced sales conversations or short term transactions. For him, BUN is about genuine connections, opening the right doors, and creating long term value together.
A Little More About Amit
What he values in a professional relationshipTrust, integrity, openness to criticism, and a commitment to continuous improvement. He values feedback even when it is difficult to hear, and believes recommendations should be based on what is right for the client, not on what there is to sell.
Something people may not knowHis journey has taken him through four countries. India, Singapore, the United States and Canada. He started out in North America as a concessions worker at the Texas A&M football stadium before earning his Master’s in Construction Management there, and later helped lead the Highway 1 expansion from Langley to Abbotsford. He is a husband and father of two, serves as President of his strata, and recently completed his first half marathon.
A cause that matters to himFriends for Cause Foundation, which provides free cataract surgeries to underprivileged communities in India, with a focus on elderly widows. Since 2011 the foundation has supported more than 17,500 surgeries.
How Amit Contributes to BUN
Sharing his expertise
Leading a Learning Moment
Presenting as a Subject Matter Expert
Mentoring other Trusted Partners
Topics Amit Can Teach & Speak About
Amit enjoys making money conversations practical and easy to understand, from personal financial fundamentals through to succession and legacy planning for business owners.
Making Money vs Creating Wealth
Protecting Income & Family
Tax Efficient Saving & Investing
Financial Planning for Business Owners
Business Succession & Legacy
Career Transition & Entrepreneurship
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Recommendations should always be based on what is right for the client, not simply on what there is to sell.
Amit Ajmera
Looking to Connect or Collaborate?
Amit is always open to building meaningful relationships and finding ways to support fellow business owners.
