Objective Financial Partners Inc.

Name: Objective Financial Partners Inc.
Address: East Tower, 675 Cochrane Dr 6th Floor, Markham, ON L3R 0B8, Canada, R, Canada

4.9/5 ★ based on 8 reviews

Contact Objective Financial Partners Inc.

Address :	East Tower, 675 Cochrane Dr 6th Floor, Markham, ON L3R 0B8, Canada
Phone :	📞 +8987
Website :	http://objectivefinancialpartners.com/
Categories :	Financial planner ,
City :	R

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

Best Financial planner in Canada

T	Tanash Makhija on Google ★ ★ ★ ★ ★ Objective Financial Partners has been a tremendous support to my wife and me when we relocated to Canada from US and India respectively. Jason made time for us, patiently answering our questions and sharing his fabulous knowledge and insights about the intricacies of tax and financial planning. It’s been a great source of comfort and confidence knowing that we can trust Jason and his team in effectively handling the responsibility. We look forward to continue working Jason and his team for the foreseeable future.
N	Nathalie Crosbie on Google ★ ★ ★ ★ ★ I had the pleasure of working with Jason, and even more so with Nancy, as they prepared a financial plan and investment analysis and review for me. Both were incredibly approachable and thorough, going above and beyond to answer my questions and prepare a plan that allowed me to get the clarity and information I needed to make the financial decisions I was seeking to make. I highly recommend them as wonderful people to work with for anyone who is looking for quality financial planning and investment review & feedback.
S	Stefan Ferraro on Google ★ ★ ★ ★ ★ Having had some disappointing experiences with one of the major banks I was searching for a fee-for-service financial planner for my parents. After having a consultation with Objective Financial Partners we were contacted by one of their financial planners, Andrew Dobson, who proceeded to work with us. Andrew was incredibly professional and a pleasure to work with. We chose to have a comprehensive financial plan prepared in order to gauge my parents preparedness for retirement. Andrew was thorough, patient, and detail oriented. He took the time to answer my parents questions and to ensure they understood all the elements of the financial plan. The plan itself greatly aided my parents in understanding their current financial situation and how their finances would evolve as they settled into retirement. It provided the understanding and reassurance I was hoping to find for them. We are all very pleased with the service that Andrew provided and could not recommend his services more. Thank you Andrew!
R	Ravindra Salunke on Google ★ ★ ★ ★ ★ Working with Subodh on our retirement plans has been a great pleasure. He has been remarkably supportive, bending over backwards to explain things clearly and to connect us with needed resources. In sum, our experience with him has provided us with a tremendous sense of confidence and security. His timely professionalism and (always kind!) help has been tremendously valuable. Our only regret is that we did not solicit his services years ago! Highly recommended!
l	lalnr on Google ★ ★ ★ ★ ★ My family and I have worked with Objective Financial Partners for about 15 years and we continue to be impressed by the level of insight, professionalism, and value that we receive. As our financial needs and questions have evolved over the years, so has the advice provided by Jason Heath, Andrew Dobson and the rest of the team. They continue to provide tailored advice to our situation, context and key financial questions. We have referred extended family and friends who have a variety of financial needs - and in each case the result has been a positive one. As someone that likes to dig into the details on these things - I have always been impressed by the depth and analysis underpinning the advice I have received - there is nothing generic about the advice or answers I have gotten. Of course their objectivity and independence are highly valuable to me and I am confident that I can trust the advice I have received over the past 15 years. Above all, they are a pleasure to work with - responsive, professional and insightful. Would recommend Andrew, Jason and Objective Financial Partners without hesitation.
P	Paul Vaughan on Google ★ ★ ★ ★ ★ Nancy was of incredible assistance to me in creating an action plan for my finances both in a short-term and long-term context. I would highly recommend her to anyone seeking in-depth, nuanced insights into their financial circumstances provided with intelligence, clarity, professionalism, and a positive attitude.
B	Bianca Wong on Google ★ ★ ★ ★ ★ Working with Brenda Hiscock to do a financial plan for me and my partner was one of the most worthwhile expenditures we have ever made. We thought we were in a good position but with Brenda's thorough process and depth of knowledge, we now have a detailed plan and the confidence we needed to pull the trigger on some long awaited goals - like buying a vacation property and early retirement! Brenda was excellent in explaining the pros and cons of various scenarios and providing guidance on a variety of options. I felt like I had a trusted and knowledgeable financial guru in my corner and the outcomes of this financial planning process have literally changed my life. I highly recommend this process for anyone who would like to move from a "gut feeling" of where they sit financially, to a solid plan with which to make confident life changing decisions and I highly recommend Brenda as a skilled professional with a caring personality who derives joy from helping people use this knowledge to fulfill their dreams. I wish I had done this years ago. Thank you again Brenda!
B	Blake Martin on Google ★ ★ ★ ★ ★ Our experience with Objective Financial Partners has been really excellent. In particular, we needed a strategy for how to approach our finances, not a bunch of products to buy, so we are grateful for their 'advice only' approach, and tailored solution for each client. Nancy is knowledgeable, clear and personable, and was able to help us figure out how we can be best positioned to make wise decisions and to have a solid, usable plan for retirement. She was encouraging, and helped us to feel more confident and capable in our financial decision-making.