We Sell No Products Whatsoever
At Objective Financial, our sole purpose is providing unbiased financial, tax and estate planning advice
Financial Planning and Mediation for Families
If you have a family decision to make and need an impartial financial mediator, we can help.
Financial planning for families requires a high level of expertise and a great deal of sensitivity. It also needs to be completely objective, fairly priced, clear, and transparent for all parties involved.
We take pride in being one of few Canadian financial planning firms that is able to provide such a service. We advise on an hourly or fixed fee basis – whether you need a one-off meeting or ongoing advisory. Meetings can be made in person, using an online video platform, via email, or by phone.
Some of the things we can help mediate include:
- Decisions related to an elderly or incapacitated family member
- Disputes regarding a family cottage
- Division of assets in the event of a divorce
- Financial planning for seniors
Some family financial decisions require multi-disciplinary knowledge, and we can work with you, your existing professionals, or seek collaboration from others in our network as the circumstances dictate.
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.