We Sell No Products Whatsoever
At Objective Financial, our sole purpose is providing unbiased financial, tax and estate planning advice
Services for Other Professionals
You may be a portfolio manager, insurance agent, accountant or lawyer with expertise in whatever it is that you do best, but you encounter financial planning issues where you or your clients need help. We can provide that specialized financial planning expertise on an ad-hoc or ongoing basis.
This can include consulting services to help you and your team add financial planning to your practice. We can help you develop a financial planning offering, choose financial planning software, build a data collection process, and identify best practices.
As fee-only, advice-only financial planners, we provide broad, comprehensive financial advice. And even though we cannot be experts at everything, we have a deep network of third parties that we call upon for advice for our own clients. We can do the same for you and your clients by sharing our knowledge and our network to enhance your client relationships.
Think of us as a one-stop shop for financial planning, retirement, pensions, tax, insurance and estate planning. Working with us can be more efficient than the cost and complexity and trying to develop your own financial planning department internally.
We can work with you discreetly behind the scenes, like an out-sourced financial planning department. This may be as simple as a financial planning hotline and email inquiry service or as complex as preparing white-label financial plans with your branding. We can also work directly with your client. You can pay us, or your client can pay us. Fees will be quoted in advance on a project or hourly basis. If we are collaborating with other professionals, we can coordinate a team approach accordingly.
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.