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Financial advisors in Ajax

2 advisory teams and firms in Ajax, Ontario.

Joe SchmidtAjax
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Susan M LeppAjax
Team at Edward Jones
- Portfolio management and investment advice
See profile →

Ajax in figures

126,666residents in 2021 (+5.8% since 2016)

$119,000median total household income, 2020

83.5%of households own their home

$850,000median dwelling value

13.1%aged 65 and over

36.1%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Ajax

Working in finance in Ajax: employer shares, bonuses and RRSP?

9.7% of jobs in Ajax are in this sector, against 4.3% across Canada (2021 census). Variable bonuses and employer shares: when to sell, and how to split between RRSP, TFSA and non-registered accounts.

How to pass on a home in Ajax and limit probate?

The median dwelling value is $850,000 in Ajax (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.

RRSP or TFSA: which to choose in Ajax?

The right choice depends on your tax rate today and in retirement; in Ajax, the median household income was $119,000 (census).

RRSP or TFSA? →

Property taxes in Ajax

1.336%residential property taxes (municipal and education) as a share of assessed value, 2025

$6,680per year on a home assessed at $500,000 (MPAC value)

Source: Ontario Financial Information Return (FIR), schedule 26: residential taxes (lower-tier, upper-tier and education) divided by taxable assessment. Ontario assessments are still based on January 1, 2016 values. All municipalities compared.

Frequently asked questions

How many financial advisory firms are there in Ajax?

Advisor Index lists 2 advisory teams and firms in Ajax, Ontario: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.

How do I check a financial advisor in Ajax?

Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.

Other cities in Ontario

Toronto · 402
Ottawa · 138
North York · 114
Burlington · 110
Mississauga · 99
London · 82
Oakville · 78
Richmond Hill · 77
Windsor · 56
Kanata · 53
Waterloo · 47
Etobicoke · 45

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.