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Objective Financial Partners Inc. photo
Objective Financial Partners Inc. photo

Objective Financial Partners Inc.

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

Services & pricing

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

What people love

From reviews
Clear explanations(4) Professionalism(4) Knowledgeable staff(4) Personalized advice(3) Detailed financial plans(3) Confidence in planning(3) Approachable(2) Long-term planning(2) Scenario exploration(2) Supportive staff(2)

About this business

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.

Location & directions

Markham, Ontario
Objective Financial Partners Inc.
Financial Consultant
Address
East Tower, 675 Cochrane Dr 6th Floor, Markham, ON L3R 0B8, Canada
Hours
Closed Now
Objective Financial Partners Inc. Reviews · 4.9 average
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