AJ Chase of AJ Chase Financial Group is rank 14 in Wealth Professional Canada's 2017 Top 50 Advisors
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.
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.
