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Honours & Awards

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Ranked Top 50 Financial Advisors in Canada in 2015 & 2016 
Wealth Professional magazine
January 2016:
“On top of the obvious regulatory issues, turbulent markets also made 2015 difficult for advisors, who had to focus on protecting wealth as well as walking clients through a traumatic period … This list represents those advisors who successfully navigated their way around these challenges.”  (WP magazine)

January 2015:
“Each member of the Top 50 can be held out as a solid example of a business model that works to satisfy client demands and needs … these are advisors who are not shying away from the challenges of 2015, but instead are charting a successful path through the current economic volatility.” (WP magazine)

http://www.wealthprofessional.ca/news/wealth-professional-canadas-top-50-financial-advisors-188218.aspx

Readers’ Choice ~ Multiple Awards ~ Favourite Financial Advisor
Hamilton Spectator
2015: Readers’ Choice – Diamond Award
2014: Readers’ Choice – Gold Award
2013: Readers’ Choice – Diamond Award
2012: Readers’ Choice – Diamond Award

Readers’ Choice ~ Multiple Awards ~ Favourite Financial Planner
Hamilton Community News
2016: Reader’s Choice – Silver Award
2015: Readers’ Choice – Nomination
2014: Readers’ Choice – Nomination
2013: Readers’ Choice – Bronze Award
2012: Readers’ Choice – Platinum Award
2011: Readers’ Choice – Gold Award
2010: Readers’ Choice – Honourable Mention
2009: Readers’ Choice – Gold Award

Appointment ~ Mentoring Leader for the New Wealth Advisor Professional Development Program
ScotiaMcLeod
2011: Mentored and assisted new Wealth Advisors in building their own wealth management practices.

Austin Taylor Achievement Award
ScotiaMcLeod
2008

Executive Council
ScotiaMcLeod
2004, 2005, 2006: Selected to join the Council in recognition of “the success you have enjoyed to date; your efforts to develop yourself professionally; and your commitment and dedication to your clients, your branch, the firm and your community.”


Publications

Advisors Ready for Assisted Suicide Clients?
Wealth Professional magazine February 2015
Authors: AJ Chase, B. Comm, PFP, CIM, CPCA Contributed to article

http://www.wealthprofessional.ca/news/advisors-are-you-equipped-to-serve-a-clients-more-pressing-needs-188524.aspx#%2EVOzvoPoMxOw%2Elinkedin

RRSP Challenges Threaten Advisors
Wealth Professional magazine February 2015
Authors: AJ Chase, B. Comm, PFP, CIM, CPCA Contributed to article

http://www.wealthprofessional.ca/news/rrsp-challenges-threaten-advisors-188680.aspx

Advisors Failing to Disclose High MERs on ETFs
Wealth Professional magazine April 2015
Authors: AJ Chase, B. Comm, PFP, CIM, CPCA Contributed to article

http://www.wealthprofessional.ca/news/advisors-failing-to-disclose-high-mers-on-etfs-190320.aspx