True Financial Planning is a Process, Not a Product.
Our Typical Client
Our clients have a net worth ranging from zero to several million dollars. Likewise with their income. They live in Canada, for the most part. Those who are not in Southern Ontario are open to working remotely via secure web conference, email and telephone.
Basically, our clients are Canadians looking for unbiased, objective and comprehensive financial, tax and estate planning advice. And they don’t want investment or insurance products to be co-mingled with that advice.
If that’s what you’re looking for, you’ve found it. And if you’ve been looking for it for years, we’re not surprised – less than 1/6 of 1% of Canada’s financial advisers do what we do.
Welcome to the future of the financial industry.
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.