We Sell No Products Whatsoever
At Objective Financial, our sole purpose is providing unbiased financial, tax and estate planning advice
We provide fee-only financial planning for Canadian expatriates who have relocated to other parts of the world.
We can advise on the complicated issues related to Canadian and foreign investments, real estate, income tax, and retirement, with a focus on those expats who plan to retire back to Canada.
It is difficult to know who to speak to when you are a Canadian non-resident and managing your finances across borders. We can assist and work with many clients via Zoom or Skype around the world.
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
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.