AJ Chase Financial Group
Scotia Wealth Management

Hamilton, ON

AJ Chase makes our Top 50 Advisors list for the third time in a row in what has been a transformative year for his business. The introduction of the new regulatory standard meant the founder of AJ Chase Financial Group elected to take his team in a new direction.

“Due to CRM2, we chose to incorporate those rule changes into our business model,” Chase says. “Previously, we had 410 families that we managed – we have reduced that to 243 households, but revenue increased by 10% last year.” The team’s AUM increase of $33 million suggests it was a change worth making.

Company Information

  • AJ Chase Financial Group
  • 1 King St W, Hamilton, ON, Canada

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