AJ Chase of AJ Chase Financial Group is part of this year's WP Top 50 Advisors.
27 AJ Chase
AJ Chase Financial Group
ScotiaMcLeod
Hamilton, Ont.
AUM GROWTH: $4,000,000
AUM PER CLIENT: $558,824
REVENUE PER CLIENT: $4,191
CLIENTS AT END OCT 2015: 204
RETENTION RATE: 92.50%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 7
With more than 25 years in the industry to his credit, AJ Chase has built a thriving practice that caters to select businesses, families and foundations in Canada. In 2015, Chase had $114 million in AUM. Not only does he provide tailor-made guidance to help his clients make wise financial decisions, but he’s also playing a prominent role in the ScotiaMcLeod Mentoring Program, helping new advisors build their own wealth management practices. Chase has been a long-serving member on ScotiaMcLeod’s executive council, and is the recipient of ScotiaMcLeod’s prestigious Austin Taylor Achievement Award.
AJ Chase Financial Group
ScotiaMcLeod
Hamilton, Ont.
AUM GROWTH: $4,000,000
AUM PER CLIENT: $558,824
REVENUE PER CLIENT: $4,191
CLIENTS AT END OCT 2015: 204
RETENTION RATE: 92.50%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 7
With more than 25 years in the industry to his credit, AJ Chase has built a thriving practice that caters to select businesses, families and foundations in Canada. In 2015, Chase had $114 million in AUM. Not only does he provide tailor-made guidance to help his clients make wise financial decisions, but he’s also playing a prominent role in the ScotiaMcLeod Mentoring Program, helping new advisors build their own wealth management practices. Chase has been a long-serving member on ScotiaMcLeod’s executive council, and is the recipient of ScotiaMcLeod’s prestigious Austin Taylor Achievement Award.
