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Objective Financial Partners Inc.

85 reviews

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East Tower, 675 Cochrane Dr 6th Floor, Markham, ON L3R 0B8, Canada Get Directions

financial consultant Best Financial Consultants in Canada Best Financial Consultants in Ontario

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Service	Sub Service	Average Price Range (CAD)
Financial Planning	Comprehensive Financial Plan	$1000 - $2000 Call to Book
	Retirement Planning	$500 - $1500 Call to Book
	Decumulation Strategy	$300 - $700 Call to Book
Investment Advice	Portfolio Management	$1% - $2% Assets Under Management (AUM Call to Book
	Investment Strategy Development	$400 - $800 Call to Book
	Investment Product Recommendations	$200 - $500 Call to Book
Tax Planning	Tax Efficiency Consultations	$300 - $600 Call to Book
	Tax Preparation Services	$200 - $500 Call to Book
	Estate Tax Planning	$500 - $1000 Call to Book
Debt Management	Debt Repayment Strategies	$200 - $400 Call to Book
	Credit Counseling	$100 - $300 Call to Book
	Consolidation Plan Development	$300 - $500 Call to Book
Business Financial Consulting	Business Sale Analysis	$500 - $1200 Call to Book
	Investment for Business Growth	$400 - $800 Call to Book
	Tax Advice for Businesses	$300 - $700 Call to Book

ABOUT Services Excellence Summary

The clients have net worths of $0 to well into the millions. They also have income ranging from nothing to the top percentile in Canada. They are mostly in Canada. For clients who live elsewhere in Canada or are snowbirds, we can work remotely by secure internet conference, email or telephone. Clients desire Canadian, objective, impartial, and comprehensive financial, tax, and estate planning advice. They want the knowledge to be complete and to start with the words "from what I see." The advice should not include solutions that are products, such as insurance, investments, or annuities.

SUMMARY Reviews Summary

Review Summary. The consumer reviews on Nancy Grouni, Brenda Hiscock, and Andrew Dobson under Objective Financial Partners provided positive and satisfactory experiences. Each of the three drew from their professionalism, knowledge, attention to detail, and ability to present crucial information with clarity to offer apt financial planning. One client exhibited appreciation for the "astuteness needed in long and short-term financial planning" that another termed as "detailed and thorough." This shows a signature planning process common to the three planners, although tailored services are also visible. The licensed financial planners, among Objective Financial Partners' team, have also been lauded for their excellent customer service and patience in client interactions. Ability to relate to and understand different client needs shows in several reviews. All these qualities make clients feel happy and secure, recommending the three financial partners. This underscores the fact that Objective Financial Partners, under the team of Nancy Grouni, Andrew Dobson, and Brenda Hiscock, excels in the provision of quality tailored financial advice anchored in insightful planning and superb customer service. All reviews of these financial planners is birthing to handling realistic finances and achieving prudent financial decisions.