Providing fee-only financial planning to clients in Toronto or worldwide by video conference

We Are Fee-Only, Advice-Only Financial Planners

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Jason Heath, CFP

Managing Director

Nancy Grouni, CFP

Financial Planner

Kenneth Doll, CFP, CLU, TEP, ICD.D

Financial Planner

Colleen Derrick, CFP, FMA, CIM

Financial Planner

Brenda Hiscock, CFP

Financial Planner

Andrew Dobson, CFP, CIM, PFP, FCSI

Financial Planner

Scott Page

Senior Tax Accountant

Paul McVean

Senior Tax Accountant

Kim Allard

Executive Assistant

Theresa Simpatico

Operations Manager

Natasha Rose

Administrative Specialist

We Sell No Products Whatsoever

Our sole purpose is unbiased, objective financial, tax and estate planning advice

Our Typical Client

Our clients have a net worth ranging from zero to several million dollars. Likewise with their income. They live in Canada, for the most part. Those who are not in Southern Ontario are open to working remotely via secure web conference, email and telephone.

Basically, our clients are Canadians looking for unbiased, objective and comprehensive financial, tax and estate planning advice. And they don’t want investment or insurance products to be co-mingled with that advice.

Services

Here are some of the services we offer:

  • Fee-Only, Advice Only Financial Planning
  • Retirement Planning
  • Investment Strategy
  • Tax Planning
  • Insurance Needs
  • Estate Planning

Frequently Asked Questions

Here are a few of the questions we’re commonly asked:

  • What is a financial planner?
  • What is a fee-only financial planner?
  • What is a financial plan?
  • What are your fees?
  • Do you provide fee-only investment advice?
  • Do you work with clients outside of Toronto?

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:

Jason is smart, experienced and knows his stuff. He’s a great source for personal finance insight.

Bruce Sellery

Author of Moolala: Why smart people do dumb things with their money (and what you can do about it) Columnist at Moneysense Magazine

My husband and I have used Jason’s services for many years, starting before he was at Objective Financial Partners. His work is of such high quality that we decided to follow him when he left his last position. Jason covers off our financial planning and tax return preparation for our family. He also provides excellent ongoing advice for other financial questions/projects we have going on outside of our family home and personal taxes. My tax return can sometimes be complicated because I have a business outside of my employment Jason has never had any issues with this and is able to consistently complete the paperwork maximizing the return for me. I have recommended him to many other people, and we will continue to work with Jason on an ongoing basis.

Dvorah R.

Senior Manager

True fee-only planners are rare in Canada but Jason Heath has established himself and his new firm on the vanguard of this growing area. His reputation for dispensing sensible objective guidance has also made him a go-to source for many media.

Jonathan Chevreau

Editor, MoneySense Magazine

Thanks for taking me on as a client. This has been an important exercise and has given me great insight into my financial affairs. You’ve been extremely helpful and I hope I can call on you from time to time to help me update my plan as circumstances change. I get the sense you have a thriving practice and hope you don’t mind if I recommend you to some of my friends.

Jack Fleischmann

General Manager, Business News Network

Nancy provided us with a very thorough financial plan that helped us immensely so would could get a solid grip on our financial picture both for the present and future.

John & Laura

Nancy is diligent, thorough, hard working, conscientious, and highly professional. She is committed to providing the highest level of client-service possible.

Michael Curtis

President, Vision Systems Corp.

I am not sure how I would have handled all this without your advice and assistance. I really was naive about the process, timelines and the decisions to be made. To tell you the truth, I find it a bit nerve-wracking. Thank you Jason for your support.

Judy S.

We went to Nancy to help with our retirement plan and see if we were on the right track. We found Nancy to be very thorough and she explained everything clearly. We were very happy with the final report. It was clear, concise and put our minds at ease. We would not hesitate to recommend Nancy to anyone looking for straightforward financial advice.

Nancy & Gerry

Home Buyers: How Large Should Your Down Payment Be?

Home Buyers: How Large Should Your Down Payment Be?

The article "Home buyers: How large should your down payment be?" was originally published in MoneySense on August 23, 2021. Photo by SHVETS production from Pexels. Is it best to maximize your down payment on a house or condo purchase, or keep some money to invest?...

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Objective Financial Partners Inc.

675 Cochrane Drive
East Tower, 6th Floor
Markham, Ontario
L3R 0B8

T. 416.691.8471
Toll Free. 1.855.691.8471

Providing fee-only financial planning to clients in Toronto or worldwide via Zoom or Skype

Copyright © 2018 |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.

Please send email inquiries to info@objectivefinancialpartners.com