We Are Fee-Only, Advice-Only Financial Planners
Jason Heath, CFP – Managing Director
Jason graduated with a Bachelor of Economics degree from York University in Toronto. He has also earned the Certified Financial Planner (CFP) designation. In addition, Jason has completed numerous financial, tax and estate planning specialty courses from a variety of organizations.
Jason has authored and been interviewed for articles on a wide variety of topics appearing in publications such as the National Post, MoneySense, the Globe & Mail, the Toronto Star, Private Wealth Canada, Precedent, Advisor’s Edge and Investment Executive. He also appears frequently on CTV News Channel. Jason has been providing fee-only, advice-only financial planning since 2001. Jason is currently a personal finance columnist for the Financial Post and MoneySense Magazine.
Jason has three children and is an active volunteer in their schools and their sporting activities. He previously served on the board of directors as Treasurer for the Block Parent Program of Canada, a national children’s charity.
Nancy Grouni, CFP – Financial Planner
Nancy has earned the Certified Financial Planner (CFP) designation. In addition, she has completed numerous financial, investment and insurance courses from a variety of organizations. Nancy has over 20 years of financial industry experience, having spent several years as a Senior Associate within the investment industry with a focus on building and presenting client financial plans and investment portfolio reviews.
Nancy has been interviewed for a variety of publications and financial websites such as Globe & Mail, Yahoo! Canada Finance, the Financial Post, CreditCards.ca, CreditCards.com and the Financial Pipeline. Nancy has held an insurance license and reviewed client insurance needs and implemented life insurance solutions in her previous roles.
Nancy has two children and is an active volunteer in the community. She enjoys travel and entertaining in her spare time. Nancy and her daughter also enjoy a shared passion for figure skating.
Brenda Hiscock, CFP – Financial Planner
Brenda has worked for over 20 years in the financial services industry. In her previous roles, she has been a branch manager at a Bank, a director at an insurance company, a college professor and most recently a financial planner at a boutique financial planning firm catering to high net worth clients. Brenda is a Certified Financial Planner (CFP) and also holds a Registered Health Underwriter (RHU) designation with specialized knowledge in living benefits such as disability, critical Illness and long term care insurance.
Brenda has been interviewed for articles in publications such as the Globe and Mail and Advisor.ca. She has also been a returning guest on a radio show based in Montreal.
Brenda has a son who is a journalist and she enjoys running and yoga. In her spare time, she provides financial planning advice to cancer patients at Wellspring, an organization that offers various support services to cancer patients and their families.
Kim Allard – Executive Assistant
Kim studied towards a Bachelor of Arts degree at York University in Toronto. She has completed numerous tax and financial planning courses. Kim has worked as a branch manager with a Canadian trust company and as an executive assistant with Canada’s oldest fee-only, advice-only financial planning firm.
Kim has two children who both work in the automotive industry. Outside of the office, Kim enjoys golf, cooking and travelling with her husband.
We Sell No Products Whatsoever
Our sole purpose is unbiased, objective financial, tax and estate planning advice
True Financial Planning is a Process, Not a Product
After an introductory call to determine if and how we can help, our clients complete a questionnaire and provide a list of supplementary data before we put together a comprehensive financial plan that includes:
Objective Financial Partners Inc.
8500 Leslie Street, Suite 101
Toronto / Vancouver locations
Toll Free. 1.855.691.8471
Working with Canadians in Toronto and Vancouver or worldwide via Skype
Copyright © 2017 |Objective Financial Partners Inc. | All rights reserved.
We don’t sell investments, so we’re not going to tell you which stocks to buy and sell. However, we can build you a comprehensive and truly objective financial plan.