The purpose of this meeting is to understand your specific needs to determine if and how we can help. We then provide a quote for our services to be detailed in a written engagement letter that acts as our contract to you. Please note we cannot provide advice to you during this introductory meeting.
We work with many self-directed DIY investors. That said, we cannot provide investment recommendations for the purchase or sale of specific securities, nor can other fee-only/advice-only financial planners in Canada who are not licensed to manage your investments.
Please note our minimum consultation fee is $1,500 plus applicable sales tax. If you provide some information below and request it from us, we can provide a rough estimate on pricing prior to an introductory meeting.
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
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@objectivecfp.com