Aj Chase
Portfolio Manager and Senior Wealth Advisor @Scotiabank
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WORK HISTORY
Portfolio Manager and Senior Wealth Advisor @Scotiabank
Hamilton, ON, CA
AJ Chase Financial Group was established by AJ Chase, Portfolio Manager and Senior Wealth Advisor at ScotiaMcLeod. Our top priority is to provide a select group of clients with an outstanding level of private wealth management service, in a discreet and trustworthy manner.ScotiaMcLeod Timeline:2018 to Present: Portfolio Manager & Senior Wealth Advisor2008 to 2018: Senior Wealth Advisor then Associate Portfolio Manager & Senior Wealth Advisor2004 to 2008: Financial Planner then Wealth Advisor2003 to 2004: Investment Executive
EDUCATION
McMaster University
Bachelor of Commerce (B.Comm)
SKILLS
ABOUT AJ CHASE
AJ Chase is a Portfolio Manager and Senior Wealth Advisor at ScotiaMcLeod. He is also the lead advisor at the AJ Chase Financial Group at ScotiaMcLeod; and an Insurance Advisor at Scotia Wealth Insurance Services Inc. Our Specialties: Wealth management for affluent investors including entrepreneurs, family businesses, family trusts, professionals and foundations.Our Mission: We help our clients achieve peace of mind by providing trusted advice and customized solutions to meet their financial goals. Our process employs:• Disciplined investment philosophy• Long-term approach to investing while managing risk• Financial solutions that are personalized to our clients\' needs• A team of experts to deliver solutions for all facets of our clients\' financial lives• Regular reviews and monitoring Client Commitment: • Keep clients informed about market trends• Remain up-to-date about our clients\' needs and goals• Monitor and refine strategies to reflect ongoing changes as appropriateClient Needs Assessment:• Income and asset protection strategies• Portfolio advice and execution• Will and estate planning• Tax planning working with tax professionals• Retirement advice• Cash flow management• Business and personal lendingTeam of Experts:• My Investment Team• Investment Specialists from our Global Portfolio Advisory Group• Equity, Fixed Income and Mutual Fund Research Analysts• Portfolio Managers• Estate Planning Consultants• Insurance Consultants• Borrowing, Banking and Private Banking Specialists• In addition, we involve experts such as our clients\' lawyers and accountants
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