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BEST RATED AJAX, ON FINANCIAL SERVICES FR

3 Best Financial Services in Ajax, ON

Expert-recommended Top 3 Financial Services in Ajax, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Hammond Financial - Ajax, ON Financial Services - Portrait
7+ YEARS ON TBR
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HAMMOND FINANCIAL

(4.8 Score)
16 Sabbe Crescent,
Ajax, ON L1T 4E3 Directions

Since 2014

Specialty:

✓Setting Financial Goals and Objectives ✓Family Income and Expenditure Summary and Projections ✓Family Net Worth Summary ✓Planning for Retirement and Other Life Events ✓Planning for Children's Education ✓Personal Investment Policy Statement ✓Debt Reduction/Management Plan ✓RRSP vs. TFSA vs. Paying Down Debt ✓Insurance Coverage Planning ✓Full Financial Plan ✓Wealth Creation Planning ✓Education Planning ✓Retirement Planning

"Hammond Financial is a fee-only personal financial planning firm. Andy Hammond is a partner and principal planner of the firm. He is a qualified Chartered Accountant. Hammond Financial can provide a wide range of financial planning services, from wealth creation and education plans for younger professionals to retirement plans for those approaching or at that milestone. They take the time to help you completely document and understand your financial objectives. Their fees are transparent since the work they will do for you and the related fees are agreed upon before they start. They recognize the importance of a face-to-face meeting, so they are available to meet you at a place and time of your convenience. You can contact them to arrange a free, no-obligation meeting.

2026 Highlights: Hammond Financial offers customized fees to your particular circumstances and once services have been agreed to by you, then they will provide a fee proposal."

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Price:

Setting Financial Goals and Objectives $700 - $900
Family Income and Expenditure Summary and Projections $900 - $1,400
Family Net Worth Summary $700 - $900
Planning for Retirement and Other Life Events $2,500 - $3,500
Planning for Your Children'S Education $700 - $1,000
Personal Investment Policy Statement $700 - $900
Debt Reduction Management Plan $600 - $1,500
RRSP vs. TFSA vs. Paying Down Debt $600 - $1,000
Adequacy of Insurance Coverage $500 - $700
Full Financial Plan $2,900 - $,700

Contact:

(289) 200-6642

Mon-Fri: 9am - 9pm
Sat & Sun: 10am - 9pm

TBR® Inspection Report:

Inforce Life - Ajax, ON Financial Services - Portrait
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INFORCE LIFE

(4.8 Score)
475 Kingston Road West,
Ajax, ON L1S 6M1 Directions

Since 2012

Specialty:

✓Life Insurance ✓Health Insurance ✓Travel Insurance ✓Group Insurance ✓Business Insurance ✓Financial Planning ✓Estate Planning ✓Retirement Planning ✓Investment Options ✓Budgeting and Borrowing ✓Buy/Sell Agreements ✓Business Succession Planning

"Inforce Life team takes a personal approach to help Canadians from coast to coast get the right protection and meet their financial goals. Their clients benefit from a diverse portfolio of solutions from premium insurers. They are committed to providing best-in-class service while recommending customized solutions to their clients. Delivering promises and building trust is the foundation of their business. By working together, they can help you get the financial security you need for a brighter tomorrow. Inforce Life Financial Services Inc. is a growing insurance and financial services company. Their goal is to give people peace of mind about their future. They support their financial advisors like family with their cutting-edge marketing, technical, and industry expertise. Licensed across Canada, Inforce Life has achieved 12x growth in 8 years. They help their clients invest their wealth, save for retirement, establish a budget, secure loans, and manage the future of their estate. They offer RRSPs, RESPs, TFSAs, and much more.

2026 Highlights: Inforce Life also offers HLLQP training programs, new advisor training programs, weekly CE credit programs, and high net worth client training programs. They leverage cutting-edge technology (such as Apexa and Wealth Serv) and provide incentive programs, marketing support, joint field work, and access to industry specialists and mentors."

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License #156971

Contact:

416-321-6000 888-321-6005

Mon-Fri: 9am - 6pm
Sat: 10am - 5pm
Sun: 10am - 2pm

TBR® Inspection Report:

Kalyta Financial Solutions - Ajax, ON Financial Services - Portrait
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KALYTA FINANCIAL SOLUTIONS

(4.7 Score)
65 Bayly Street West, Suite 201,
Ajax, ON L1S 0G6 Directions

Since 2022

Specialty:

✓Financial Planning ✓Retirement Income Planning ✓Investment Strategies ✓Life Insurance ✓Health Insurance ✓Disability Insurance ✓Corporate Retirement Strategies ✓Succession Planning ✓Estate Planning ✓Tax Strategies ✓Business Owner Insurance ✓Business Savings ✓RRSPs for Business Owners

“2026 Highlights: Kalyta Financial Solutions is ready to help you take the next step in your journey.Under Josh’s leadership, Kalyta Financial Solutions has grown to three offices across Ontario and will expand its team to six professionals by Q1 2026. He takes pride in delivering tailored strategies and is incredibly grateful to be able to do something that he loves every day. They will create a strong roadmap that will allow you to feel confident in your future. Regardless of your unique situation, they can help. Contact their office to get started.”

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Contact:

(905) 428-9996 (705) 742-0474

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Frequently Asked Questions About Financial Services in Ajax, Canada

Carefully selected questions to evaluate important aspects. Comparing the answers helps you choose the service provider that best suits your needs.

1. What types of clients and businesses do you serve?
Hammond Financial
All clients who require assistance in financial matters, with an emphasis on those approaching retirement.
Inforce Life - Submit now
Kalyta Financial Solutions - Submit now
2. How do you help clients identify their most important financial priorities? 3. How do you help clients evaluate the financial impact of major purchases? 4. How many clients do you assist each year? 5. Do you provide virtual financial consultations? 6. What is the typical cost range for your financial services in Ajax? 7. What considerations do you discuss with clients who are planning to relocate? 8. How quickly can you respond to clients who require urgent financial guidance? 9. What languages do you speak?

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HAMMOND FINANCIAL REVIEWS

We’ve been working with Andy for my retirement planning, and we can honestly say the experience has been exceptional. From the beginning, Andy took the time to understand my goals, current financial position, and what we envision for my retirement years. He explained every step of the process clearly, making complex information easy to understand. Andy is not only knowledgeable and professional, but also incredibly approachable and patient. He created a personalized retirement plan that gives me confidence and peace of mind about the future. We never felt rushed or pressured—Andy always makes time to answer my questions and check in regularly to ensure everything is on track. We highly recommend Andy to anyone who is looking for an expert in retirement planning. His flat fee fee-for-service retirement plan was worth every dollar and quite reasonably priced.

My wife and I are retiring and while we've been able to manage our finances well, we felt that an expert could help us lay out a financial plan better than we could. We found that expert in Andy. We engaged in a very thorough process to understand what our spending priorities are and will be, and then how to structure our income from various sources in the most tax efficient manner. The end product is excellent and will guide us well in the future. Andy is good natured, experienced and easy to work with and we highly recommend him if you're in a similar situation.

Andy is a fantastic financial advisor, unbiased and accommodating. We feel set up for success after meeting with him, and receiving his recommendations. Highly recommend for anyone who's looking to optimize their portfolio and improve their financial outlook.

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INFORCE LIFE REVIEWS

I recently started working with Inforce Life and I have received nothing but support along the way. This group of professionals work so hard for their clients to ensure the best financial plan is in place. If you are searching for an advisor to go above and beyond for you and your family, this is the place to go. Such an awesome team to work with.

Recently I became a client of Inforce Life Financial Services, and observed an excellence counselling from them, thereby realized the necessity of Life Insurance nowadays, for me and my loved ones. I'm really thankful to the Mrs.Bamathi Ramthas, for her kindful guidance and advise, to choose the appropriate insurance plan for me.

I would highly recommend Inforce Life, as the staff is very knowledgeable and more than willing to work with your schedule.

KALYTA FINANCIAL SOLUTIONS REVIEWS

Alex Marven is an excellent financial advisor who helped me completely re-organize my portfolio that suited my needs and my long term goals. He is very detail- oriented and asked all the right questions. I can’t recommend him enough to my colleagues.

Great financial advice, better people.

Alex Marven was incredibly thorough and helpful with what i was looking for, giving me multiple options and creating the perfect package for me! Definitely recommend Alex.

TBR® Inspection Score Report

HAMMOND FINANCIAL Total Inspection Points: 116/120
Business Images: 8
Experience: 8
Complete Info: 10
Contact Info: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Pricing: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

INFORCE LIFE Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Experience: 9
Legitimate Ratings: 9
Review Analysis: 9
Contact Info: 10
Current Evaluation: 10
Exact Services: 10
Location Proximity: 10
Reviews Accuracy: 10
Social Media: 10
Website Standard: 10

TBR® Inspection Score Report

KALYTA FINANCIAL SOLUTIONS Total Inspection Points: 113/120
Experience: 7
Business Images: 8
Current Evaluation: 8
Acknowledgments: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Online Appointment: 10
Destination Wedding: 10
Videos: 10
Website Source: 10
Website Standard: 10

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