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.
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.
Frequently asked questions
7 questions
What do Objective Financial Partners Inc. clients say about the work?
Clients frequently praise the team's professionalism, knowledge, and personalized approach. Nancy Grouni is often highlighted for her thoroughness and ability to simplify complex financial concepts, providing clients with confidence and clarity in their financial planning.
Does Objective Financial Partners Inc. provide tax planning services, and what do clients think of them?
Yes, they offer tax planning services including Tax Efficiency Consultations and Estate Tax Planning. Clients appreciate the team's detailed explanations and the unbiased advice they receive, which helps them navigate complex tax situations effectively.
Can I get a comprehensive financial plan from Objective Financial Partners Inc. in Markham?
Absolutely, they provide comprehensive financial planning services, including Retirement Planning and Decumulation Strategy, tailored to individual client needs. Reviewers commend the clarity and thoroughness of the plans created by their advisors.
What are the hours of operation for Objective Financial Partners Inc.?
Does Objective Financial Partners Inc. offer debt management services, and how do clients feel about them?
Yes, they provide debt management services such as Debt Repayment Strategies and Credit Counseling. Clients have expressed satisfaction with the team's ability to create clear and attainable plans, alleviating their financial stress.
How does Objective Financial Partners Inc. approach financial planning for clients with varying net worths?
They cater to clients with net worths from zero to several millions, focusing on objective and impartial advice without investment or insurance product sales. This tailored approach is appreciated by clients seeking clarity and confidence in their financial decisions.
Where is Objective Financial Partners Inc. located?
East Tower, 675 Cochrane Dr 6th Floor, Markham, ON L3R 0B8, Canada
Location & directions
Markham, Ontario
Objective Financial Partners Inc.
Financial Consultant
Address
East Tower, 675 Cochrane Dr 6th Floor, Markham, ON L3R 0B8, Canada