We Sell No Products Whatsoever
At Objective Financial, our sole purpose is providing unbiased financial, tax and estate planning advice
Financial Coaching Consultation
Are you struggling with a financial decision and need some guidance?
Maybe you want to know:
- Should I pay down debt or invest?
- Should I take a lump-sum commuted value payment from my pension or a deferred monthly benefit?
- Should I take a severance as a lump-sum or as salary continuance?
- Should I buy a rental or vacation property?
- Should I set up a corporation for my sole proprietorship?
- Should I be a DIY investor?
We can be your financial coach and provide a consultation to address general financial concerns, questions or issues without delving into a full-blown financial plan or in-depth analysis.
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.