About Objective Financial Partners Inc. (OFPI)
OFPI is one of Canada's oldest fee-only and advice-only financial planning firms, specializing in estate, tax, and retirement planning. It is situated north of Toronto in Markham, Canada; however, the company has been to clients in various parts of Canada and globally through videoconferencing for a while now. Jason Heath, a well-known Canadian personal finance columnist and CFP is a part of this team. We have helped numerous clients worldwide through our certified Financial Planners (CFPs) and charge flat fees or hourly rates. We don't offer any financial products.
Reviews Summary
Armen Has Positive Testimonials For His Professional Services - Armen has been deeply recommended by various clients as an insurance agent due to his outstanding service and positive results. People have high regard for his professional and in-depth knowledge of the insurance market. Besides, Armen has excellent customer interaction skills, is patient, prompt in his responses and has the outstanding ability to analyze his client's requirements and give them well-structured and easy-to-understand professional advice. This is important in assisting clients in making informed decisions that are not influenced by anything but their requirements. A majority of the clients seem very satisfied with Armen's patience during the process and his ability to provide different variety of options that better fit them. Moreover, Armen always follows up on the progress and his promises in order to assure that a good customer support and that his clients are up to date with the information they have. A majority of the clients have stated that they have been working with him for a quite a long time for many insurance services, a clear indication of his reliability, and later, they give the insurance and even refer friends to him. In conclusion, the testimonial generally is very positive, underlining Armen's exemplary performance and underlining that he is advised to people who need insurance services.
Frequently asked questions
7 questions
What do Objective Financial Partners Inc. clients say about the work?
Clients frequently praise Armen for his professionalism, knowledge, and responsiveness. Many reviewers highlight his patience in explaining options and providing thorough recommendations, making the decision-making process easier. Overall, they appreciate his exceptional customer service and commitment to client needs.
Does Objective Financial Partners Inc. offer insurance consultation services in Markham?
Yes, they provide insurance consultation services, including policy review, custom coverage recommendations, and risk assessment. This practice focuses on ensuring clients understand their options and make informed decisions regarding their insurance needs.
What are the operating hours for Objective Financial Partners Inc.?
Their operating hours are as follows: Monday: 9:00 AM - 5:00 PM, Tuesday: 9:00 AM - 5:00 PM, Wednesday: 9:00 AM - 5:00 PM, Thursday: 9:00 AM - 5:00 PM, Friday: 9:00 AM - 5:00 PM, Saturday: Closed, Sunday: Closed.
Can I get ongoing support for my insurance policies from this practice?
Yes, they offer ongoing policy management, claims assistance, and general inquiries support. Clients appreciate the team's dedication to helping them navigate their insurance needs throughout the policy lifecycle.
How does Objective Financial Partners Inc. differentiate itself from other wealth management companies?
Objective Financial Partners is a fee-only, advice-only firm that does not sell financial products. This approach ensures clients receive unbiased advice tailored to their specific financial planning needs, including estate, tax, and retirement planning.
What insurance services does Objective Financial Partners Inc. provide?
They offer a range of insurance services, including life insurance, supervisa insurance, and health insurance. This comprehensive approach helps clients find the right coverage for their unique situations.
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.
Wealth Management Companies
Address
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8, Canada