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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!

Ajax financial service Hammond Financial
Ajax financial service Hammond Financial
Ajax financial service Hammond Financial
7+ YEARS IN 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 Your Children’s Education ✓ Personal Investment Policy Statement ✓ Debt Reduction/Management Plan ✓ RRSP vs. TFSA vs. Paying Down Debt ✓ Adequacy of Insurance Coverage ✓ Full Financial Plan

“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.

2025 Update: You can contact them to arrange a free, no-obligation meeting.”

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Price:

Family income and expenditure summary and projections
Starts from $800
Up To $1,400
Family net worth summary
Starts from $500
Up To $800
Planning for retirement and other life events
Starts from $1,000
Up To $2,000
Planning for your children's education
Starts from $500
Up To $800
Personal investment policy statement
Starts from $500
Up To $800
Debt reduction/management plan
Starts from $600
Up To $1,500
RRSP vs. TFSA vs. paying down debt
Starts from $600
Up To $1,000
Adequacy of insurance coverage
Starts from $500
Up To $700
Full financial plan
Starts from $2,400
Up To $3,500

Contact:

(289) 200-6642

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

TBR® Inspection Report:

Ajax financial service Inforce Life Financial Services Inc
Ajax financial service Inforce Life Financial Services Inc
Ajax financial service Inforce Life Financial Services Inc
Ajax financial service Inforce Life Financial Services Inc video
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INFORCE LIFE FINANCIAL SERVICES INC

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

Since 2012

Specialty:

✓ Financial Planning Services ✓ Estate Planning ✓ Investment Options ✓ Budgeting and Borrowing ✓ Life ✓ Health and Travel Insurance ✓ Business Insurance ✓ Group Benefits Program ✓ Group Life Insurance ✓ Prescription Drugs ✓ Accidental Death and Dismemberment ✓ Key Person Insurance ✓ Buy/Sell Agreements ✓ Business Succession Planning

“Inforce Life Financial Services Inc.'s 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.

2025 Update: 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.”

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License #156971

Contact:

(888) 321-6005 (416) 321-6000

Mon-Fri: 9am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

Ajax financial service We Listen - Financial Planning Solutions
Ajax financial service We Listen - Financial Planning Solutions
Ajax financial service We Listen - Financial Planning Solutions
Ajax financial service We Listen - Financial Planning Solutions video
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WE LISTEN

(4.7 Score)
FINANCIAL PLANNING SOLUTIONS
21 Palmer Drive,
Ajax, ON L1S 5W9 Directions

Since 2007

Specialty:

✓ RRSPs ✓ RDSPs ✓ RESPs ✓ TFSAs ✓ Locked-in Plans (LIRAs ✓ LRSPs ✓ LIFs ✓ LRIFs) ✓ Non-registered or Open Investment Plans ✓ Corporate Accounts ✓ Group Retirement Plans ✓ Financial Planning ✓ Health Insurance ✓ Travel Insurance ✓ Mutual Funds ✓ Segregated Funds ✓ ETF Wrap Funds ✓ Annuities ✓ Guaranteed Investment Certificates (GICs) ✓ Market-linked GICs ✓ Term Life Insurance ✓ Critical Illness Insurance ✓ Disability Insurance ✓ First Home Savings Accounts (FHSAs)

“2025 Update: WE-LISTEN-FINANCIAL PLANNING SOLUTIONS is a full-service financial planning firm in the Durham Region, serving clients across Ontario. Jeff Stuart is the president of the firm. The team creates customized financial plans for their clients, then provides insurance and investment products to fill the gaps identified by the plan. Their goal is to make the process of getting to your unique destination as stress-free as possible. They do virtual meetings with their clients via video conference. They provide a personalized financial plan that is unique to you. They use Conquest Planning to build fully customized financial plans for their clients. Whatever your destination looks like, they act as your guides by helping you navigate your finances and obtain financial freedom.”

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License #1725418

Contact:

(416) 358-0557 (905) 550-9418

Open 24 Hours

TBR® Inspection Report:

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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.

These reviews are provided for information purposes and to help you make informed decisions.

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INFORCE LIFE FINANCIAL SERVICES INC 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.

WE LISTEN - FINANCIAL PLANNING SOLUTIONS REVIEWS

Mackenzie and Jeff made us feel very comfortable during our first meeting with them. They focused on getting to know us and thoroughly explained how they can help us prepare for our future. Their approach to a topic that has always felt complicated and confusing made us feel at ease and excited to work with them.

A rare find. Jeff and Mackenzie care about their clients first and foremost. I’ve been with Jeff 13 years I can say working with them has been a game changer. They have given me knowledge, and alleviated my fears about finances. They have worked with me to achieve my financial goals and not feeling stressed out. Thank you Jeff.

Because of working with Jeff and Mackenzie at We Listen Financial, my finances are much more stable. I always thought that I didn't have enough money to talk to a a Financial Advisor. I was afraid. Jeff and Mackenzie helped me face my fears about looking at my finances and now I make much better decisions. Because of Jeff and Mackenzie, I am on a better path.

TBR® Inspection Score Report

HAMMOND FINANCIAL Total Inspection Points: 115/120
Acknowledgments: 8
Business Images: 9
Contact Info: 9
Experience: 9
Business Hours: 10
Complete Info: 10
Current Evaluation: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Website Source: 10

TBR® Inspection Score Report

INFORCE LIFE FINANCIAL SERVICES INC Total Inspection Points: 114/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Experience: 9
Legitimate Ratings: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Location Proximity: 10
Reviews Accuracy: 10
Social Media: 10
Videos: 10

TBR® Inspection Score Report

WE LISTEN - FINANCIAL PLANNING SOLUTIONS Total Inspection Points: 113/120
Business Hours: 8
Reviews Accuracy: 8
Complete Info: 9
Legitimate Ratings: 9
Social Media: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Location Proximity: 10
Videos: 10
Website Standard: 10

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