3 Best Financial Services in Ajax

“A la Carte Financial's mission is to positively impact the emotional well-being of their clients by improving accessibility to high-quality financial planning for those in need of an empathetic and supportive professional to help them through life's ups and downs. Sunny Wishart is the president and founder of the firm. She earned her Certified Financial Planner (CFP®) designation in 2013. As a CFP® practitioner, she transferred to RBC Dominion Securities and prepared financial plans for the bank's high-net-worth clients. The team at A la Carte Financial provides comprehensive financial planning services perfect for those looking for clarity, organization, and education in their financial life.”

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“Retirement Income Group works with families to manage investment portfolios, generate retirement income from investments, minimize taxes, prepare for unforeseen life events, and ensure the tax-efficient transfer of assets to the next generation. John Baynham is the firm's president and financial planner. He is a Chartered Investment Manager® (CIM®) and Certified Financial Planner® (CFP®) who started Retirement Income Group in June of 2019 and leads a team providing wealth management services to families and businesses. The team at Retirement Income Group provides long-term results through customized strategies for their clients and their families. The firm provides you with a sophisticated, tax-efficient portfolio that gives control over taxable events.”

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“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 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.”

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