|Silver||Financial Planning/ Investment Company in Best Business/Service|
AJ Chase is a Director, Wealth Management; Portfolio Manager and Senior Wealth Advisor that provides personalized wealth management to select businesses, families and foundations in Canada. AJ joined ScotiaMcLeod in 2003 and has enjoyed over 25 years in the banking and investment industry. Before joining ScotiaMcLeod, AJ was a top-ranked Financial Planner for a Canadian chartered bank. AJ is dedicated to assisting established families and business owners, executives and professionals who require tailor-made guidance in making wise financial decisions. Always interested in professional development, he has completed his Bachelor of Commerce from McMaster University and has earned the Personal Financial Planner, Canadian Investment Manager and Certified Professional Consultant on Aging designations. He is life insurance licensed, and has taken the Canadian Securities Course, as well as numerous industry-related courses.
A proud member of the ScotiaMcLeod Mentoring Program, AJ helped new Wealth Advisors build their own wealth management practice. AJ’s achievements have included membership in ScotiaMcLeod’s Executive Council for a number of years, and twice has been the recipient of ScotiaMcLeod’s prestigious Austin Taylor Achievement Award.
Community life is also important to AJ. He is a former Director of the West Lincoln Memorial Hospital Foundation, past member, past director and past vice president of the Stoney Creek Chamber of Commerce; a member of the Sons of Italy service club and has volunteered his time as president of two condominium corporations.