| Print |
PDF 

Products

BPM Financial takes pleasure in introducing our range of investment products to you. These investment products can be very beneficial and will help you save towards your personal goals.

We specialize in investment products such as the following:

BPM's 100% Fixed Income Portfolio
Fixed Icome Portfolio

This is a “risk-free” investment that yields steady returns.

  • Attractive rates, that are higher than bank rates.
  • Secure Government instruments.

 
BPM's 100% Equity Portfolio

Designed for the long-term investor. This investment provides a good hedge against inflation.

  • Comprised of Blue Chip Stock.
  • Excellent performance results over time.

 
BPM's Balanced Portfolio

Balance your portfolio and let diversification work for you.

  • Comprised of 50% equity and 50% fixed income.
  • Provides excellent returns and outstanding performance.

 
BPM's Pension Fund Management.

Many organizations provide pensions for staff. Let us maximize your investment returns.

  • We develop investment portfolios suited to the needs of each fund.
  • Trustees are involved in decision-making.
  • Monthly reports done and regular meetings held.

 
BPM's US Dollar Maximizer Account

Invest regular amounts consistently. A little goes a long way!

  • Higher interest than bank savings accounts
  • Secured by Government Instruments

 
BPM's Nest Egg Investors Account.

Use time as an ally and the power of compounding interest to help your “Nest Egg” investment grow.

  • A Nest Egg Account is an excellent way for individuals to invest small sums regularly in a tax-free investment.
  • Interest is paid tax-free if principal is invested for 5 years.
Christmas Club

Our annual Christmas Club Portfolio operates similarly to a company's thrift club. It allows members of staff to save affordable amounts towards their Christmas goals. It's great for companies that don't usually provide staff bonus at the end of the year.

  • Higher interest rates than savings accounts at commercial banks.
  • Funds are invested in Government Paper Securities.
  • Option to borrow against the account during the year.
  • Cheques are paid out by BPM the first week in December.
  • Option to move into other investments at the end of the year.
Savings Club

This is a smart way of saving consistently towards your personal short to medium term goals by using manageable monthly amounts.

  • It's an excellent "build-up" account that allows you to move into investments with higher rates of return.
  • Higher interest rates than savings accounts at commercial banks.
  • Funds are invested in Government Paper Securities.