4 Best Gold IRA Investment Companies Near Me in Ajax, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Ben Aldridge, Landbridge Financial Solutions – Sun Life
ADDRESS: 65 Bayly St W Ste 201, Ajax, ON L1S 0G6, Canada
NUMBER: +1 905-616-3515
SERVICES: Retirement Planning, Financial planning, Insurance purchase consulting, Investment advising, Personal Health Insurance, Employee benefits
OFFICE HOURS
| Mon | 9:30 AM – 8:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 8:00 PM | |
| Wed | 9:30 AM – 8:00 PM | |
| Thu | 9:30 AM – 8:00 PM | |
| Fri | 10:00 AM – 4:00 PM | |
| Sat | 10:00 AM – 4:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had a wonderful experience working with Ben from Sun Life. He is a pleasure to work with—professional, knowledgeable, and always very prompt in responding to my questions and concerns. I truly appreciate his excellent customer service and the care he puts into his work. I would highly recommend Ben to anyone looking for someone they can trust and rely on! – Paul Paris
REVIEW #2 – I had great experience working with Ben!!! He was very patient, honest and took the time to explain all my options- helped me choose the right coverage. I highly recommend Ben for anyone looking for a knowledgeable and reliable insurance policy advisor. – Tenzin Dechen
REVIEW #3 – Ben was great to work with, very approachable and easy to talk to. He provided thorough but simple explanations that helped us feel less overwhelmed and more secure in our decisions. You can tell Ben truly cares about his clients and doing what’s best for them and their unique circumstances. Highly recommend! – Katelyn Stewart
REVIEW #4 – Ben is beyond professional in every step of my journey . He is patient and understanding. He is constantly checking on me to make sure I am happy and satisfied with my portfolios results . Couldn’t recommend him and higher. The best there is in this field hands down!!!!! – Ty Co
REVIEW #5 – I started my Sun Life Personal Health Insurance plan last September, but shortly after getting set up, my original representative left the department. I wasn’t sure what to do next, but after calling Sun Life, I was connected with Ben Aldridge, and honestly, thank god I got switched to Ben!
From our very first conversation, Ben has been incredibly thoughtful, patient, and knowledgeable. He takes the time to clearly explain my plan and answers every question I have without ever making me feel rushed.
Working with Ben has been such a positive experience that I’ve already referred a colleague to him as well. Thank you, Ben, for your care, professionalism, and all your help! – Esther Na
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Hammond Financial
ADDRESS: 16 Sabbe Crescent, Ajax, ON L1T 4E3, Canada
NUMBER: +1 289-200-6642
SERVICES: Financial Projections Full Financial Plan, Hour Consultation, Personal Financial Planning, Personal Investment, Planning For Retirement, Retirement Advice, Retirement planning, Wealth Creation
OFFICE HOURS
| Mon | 10:00 AM – 9:00 PM | |
|---|---|---|
| Tue | 10:00 AM – 9:00 PM | |
| Wed | 10:00 AM – 9:00 PM | |
| Thu | 10:00 AM – 9:00 PM | |
| Fri | 10:00 AM – 9:00 PM | |
| Sat | 10:00 AM – 9:00 PM | |
| Sun | 10:00 AM – 9:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We knew from the first meeting that working with Andy was right for us. He is as warm and personable as he is knowledgeable in his field, making it easy to share personal information from the get go. Andy listened to our wishes for our children’s educational paths, our retirement and inheritance plans. He prepared multiple versions of potential future scenarios and outlined different pathways we could choose to ensure we had the retirement we wanted. We highly recommend meeting with Andy to prepare a sound financial plan for your future! – Nicole Zara
REVIEW #2 – 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. – yi shao
REVIEW #3 – My family hired Andy to draw up a financial plan for my parents as they approach their retirement. We had an absolutely fantastic experience and couldn’t be more happy with the result of the process. Andy took the time to thoroughly understand my parents’ retirement goals and current financial situation, and produced a very thorough projection of their financial situation reaching up to age 100. We iterated on the projection over several meetings as details became more clear. Thank you Andy! – Sagar Desai
REVIEW #4 – Just finished up “the process” and it has been great experience from our first contact. Found Andy through a google search looking for a planner who DID NOT also represent investments, see this as a conflict of interest personally. Sat down with Andy, supplied the raw information (Retirement savings and projected budget) and quickly he returned with first version of plan, Met with us again, refined a few points, updated some retirement objectives, had a great discussion about options. Repeated this process through 4 more revisions as details became clearer. I now have a finalized plan taking me through my retirement that I am believing is a conservative projection and my wife is resting easier knowing a) that we have the funds and b) where those funds are coming from. – Shawn Smith
REVIEW #5 – 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. – PE Larney
We Listen – Financial Planning Solutions
ADDRESS: 21 Palmer Dr, Ajax, ON L1S 5W9, Canada
NUMBER: +1 416-358-0557
SERVICES: Personalized Financial Plans, Wealth management, Financial Planning Solutions, Investment Plans, Pension Plan, Registered Disability Savings Plans, Retirement Pension, Risk Management Plan, Tax planning
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – 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. – Caroline Goodwin
REVIEW #2 – Mackenzie and Jeff made us feel completely at ease during our first meeting. They took the time to get to know us and clearly explained how they could help us plan for our future. Their way of handling a topic that usually feels overwhelming and confusing left us feeling relaxed and excited to work with them. – George Lykos
REVIEW #3 – 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. – Amy Sellors
REVIEW #4 – If you are looking for a financial planner who cares, who listens, and who understands your goals, then Jeff is your guy. I’ve been working with him for close to 20 years and, as someone with limited investment knowledge, Jeff and his team have guided and supported me through my financial decisions, and helped me reach my goals. Mackenzie joined the We Listen team a few years ago and her knowledge and insights have been incredibly helpful. I cannot recommend We Listen – Financial Planning Solutions enough. They are trustworthy, reliable, responsive, and all around great people. – dwsmith416
REVIEW #5 – We’ve been with Jeff/ Mackenzie/ WeListenFinancial for almost 20 years!
They really do listen to our questions and provide honest answers. There’s never any pressure to do anything you are not comfortable with.
They will contact you at least yearly to review your financial goals and where to direct your investments. When was the last time a bank did that once they had your money?
If we contact them via email, they respond so quickly, sometimes before the iPad is put down!
We feel so confident with their guidance, they are financial consultants for our 3 children as well. – Guthrie Fong
Kalyta Financial Solutions
ADDRESS: 65 Bayly St W Ste 201, Ajax, ON L1S 0G6, Canada
NUMBER: +1 905-428-9996
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Veterans and military financial planning
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Having worked with KFS for 5 + years I highly recommend their financial advisory services. Josh and the team are client focused and re-invest in community. Josh has advised me on a number of things and has made me a smarter investor at the same time – a feat since math was never a strong subject for me. – Nick Deshpande
REVIEW #2 – I have been working with Kalyta Financial Solutions for over 3yrs now. Joshua’s knowledge is well known in the industry. He understands all current market trends, and what makes the best sense for my investments with the best possible returns. I have seen 30-50% returns year over year. He takes the time to walk through projections for my future and suggestions on different options that ensure my retirement will be well taken care of financially. Trust is paramount and in my 30yrs working with wealth management advisors Joshua is the best in the industry. – Gwen Y
REVIEW #3 – Alex and the team at Kalyta have been exceptional. They consistently go above and beyond with their financial planning, delivering great results while giving me confidence and peace of mind about my financial future. Highly recommend! – Nick Tsiobanos
REVIEW #4 – Joshua Kalyta is truly unmatched in his knowledge, expertise, and commitment to his clients. He has an incredible ability to make complex financial information easy to understand, while patiently listening to and addressing every concern.
Because of Joshua and his team, I can enjoy my retirement with confidence, knowing that my financial future is in capable and caring hands. Their professionalism, dedication, and personal attention are exceptional.
I would wholeheartedly recommend Joshua and his team to anyone looking for trusted financial guidance. If you want someone who genuinely listens, understands your needs, and puts your best interests first, Joshua is the person to call.
Many thanks, Josh, for everything you do! – Genevieve Wilson
REVIEW #5 – Josh has been just amazing. A year ago, I was referred to him by my son. I had just had a very disappointing meeting with my previous financial adviser, where for the third time, the financial plan did not perform as projected, and my disposable income was not projected to meet or exceed plan, again, for the third time. I was very upset – being recently retired, recently divorced, not having confidence in my financial future was very frightening. Josh contacted me immediately, and asked me to send supporting information and set a meeting to review his plan the next day. My son was on the call as well, and this provided me with the support I needed to make my decision quickly to move all of my investments to Josh.
I made the decision, based on the plan to move to a different province. After a year, we recently reviewed the portfolio, and the performance has attained the necessary growth to meet the plan. The plan includes funds for travel, and I have found my financial requirements have been met with excess funds.
Josh coached me on the maximum amount of housing costs the plan would tolerate. I had to accept a more modest housing arrangement, but that has actually turned out to be the best type of housing for me, where I do travel frequently.
I would highly recommend Josh Kalyta to be considered for anyone needing a financial advisor, or second opinion. – Tippy Dog
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