We Sell No Products Whatsoever
At Objective Financial, our sole purpose is providing unbiased financial, tax and estate planning advice
Investment Planning
We do not hold any investment licenses, so we are not going to tell you which stocks to buy and sell. What we can do is help you with your asset allocation, tax efficiency, decumulation strategies, performance evaluation, and fee assessment.
Most of our clients have investment advisors and our advice can be complementary. But if you are looking for a new investment advisor, we have third parties that are on our “short list” that we can introduce you to, or we can help you assess a new advisor that you are considering to ensure they are a fit for your needs.
We receive no kickback or referral fee from any third parties, so you can feel confident we are being objective. We also believe that there is no one-size-fits-all approach to investing.
If you are looking to implement a do-it-yourself (DIY) exchange-traded fund (ETF) portfolio, we can provide some guidance, including:
- Determining if DIY is in fact a better option for you than working with the right investment advisor
- Where and how to open an account
- Risk tolerance assessment and asset allocation
- Which investments to hold in which accounts
- Rebalancing strategies
- Tax implications
- Accumulation and decumulation best practices
We can then provide you with the tools to begin to build your ETF portfolio with confidence.
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.
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