We Sell No Products Whatsoever
Our sole purpose is unbiased, objective financial, tax and estate planning advice
Tax Planning and Preparation
Tax planning is a very important piece of your overall financial puzzle and requires special consideration. Some accountants are good at getting the right numbers in the right boxes, but do not all of them provide much tax planning.
Whether it is planning related to your investments, how and when to start your pensions, which accounts to draw from first in retirement as you decumulate your savings, whether to incorporate, or any other tax-driven decision making, we can help.
Our tax services also include tax preparation of personal (T1) and trust (T3) tax returns for financial planning clients only. We do not accept tax-only clients. We have relationships with corporate accountants who can accept tax-only clients or who can prepare corporate (T2) tax returns if appropriate. But we do not need to do your tax returns for you to become a financial planning client, particularly if you have a great accounting relationship already.
Objective Financial Partners Inc.
8500 Leslie Street, Suite 101
Toll Free. 1.855.691.8471
Providing fee-only financial planning to clients in Toronto or worldwide via 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.