Objective Financial Partners Inc.
Objective Financial Partners Inc. Objective Financial Partners Inc. is one of the Three Best Rated® Financial Services in Markham, ON.
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My spouse and I have had sound financial advice from Jason Heath on several occasions. Our initial meeting was to determine when we could retire, what our retirement would look like and steps we could take to be tax-efficient. Jason prepared a detailed road-map for us which has been our guide ever since. Most recently, we went to Jason for a “tune-up” to make sure that we were still on track. Jason eased our minds and gave us direction on tidying up our financial portfolio. We find Jason to be kind and thoughtful and his advice pertinent to our situation.
Objective Financial Partners Inc. offers more than just financial advice. My brothers and I have been dealing with Maria on Estate Services for our late mom. Compassion and passion has been displayed from our very first meeting. Maria's knowledge on this very sensitive subject has put my family at ease. She makes sure we understand each step of the way, providing ongoing updates and support during a very lengthy process.
When my husband died I contacted Maria Tanel to help settle his estate. Working with Maria has been a pleasure, she has given me the help and guidance that I need. Maria’s support during this difficult process has been invaluable to me, she is not only knowledgeable in this matter but a very caring person.I highly recommend giving Maria a call.
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$ Price :
Retirement Plan: Starts from $3,000
For single client: $3,500
For Couples: $4,000
For Incorporated Client: $5,000
Investments, Insurance, Tax, and Estate Planning: $4,500 - $10,000
Location / Contact:
- 675 Cochrane Drive, East Tower, 6th Floor, Markham, ON L3R 0B8
- Phone : (416) 691-8471
- Mobile : (855) 691-8471
- EMail : inf***@o***.com
- Website : objectivefinancialpartner...
Working Hours:
Mon-Fri: 9am - 5pm
Sat & Sun: Closed
TBR® Inspection Report:
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