We Sell No Products Whatsoever
At Objective Financial, our sole purpose is providing unbiased financial, tax and estate planning advice
Financial Consulting
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.
Areas of interest may include financial planning, retirement planning, investments, pensions, debt, budgeting, insurance, taxes or estate planning.
T. 416.691.8471
Toll Free. 1.855.691.8471
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
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@objectivecfp.com