Objective Financial Partners Inc. stands out as one of the rare financial planning firms in the country that operates exclusively on a fee-only and advice-only basis. With a combined financial planning experience of over 120 years, the team, led by Managing Director Jason Heath, excels in various areas, including retirement planning, investment strategy, tax planning, and estate planning. They cater to a diverse client base with varying net worth, spanning from modest beginnings to substantial wealth. Additionally, the firm extends its services to encompass insurance needs analysis. The fundamental principle guiding Objective Financial Partners Inc. is to provide impartial and objective financial, tax, and estate planning counsel. Clients can conveniently engage through virtual meetings using platforms like Zoom and Skype.
UNIQUE FACTS:
• Online Appointments
• On-Site Services
• Schedule an Introductory Call.
Best Financial Services in Markham
Expert recommended Top 3 Financial Services in Markham, Ontario. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
OBJECTIVE FINANCIAL PARTNERS INC. REVIEWS
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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TruFinancial Consultants, an autonomous financial advisory located in Markham, offers more than 18 years of expertise in aiding individuals with their financial plans and wealth accumulation endeavours. At the helm of the company is Mimi Lee, the founder and principal financial consultant. This distinguished financial planning enterprise, recognized with accolades, holds a specialization in guiding startup ventures and modest households through matters such as financial planning, budgeting, efficient cash flow management, and credit oversight. The firm is dedicated to accommodating diverse financial requirements, encompassing both immediate and long-term fiscal strategies. Tailoring their approaches to individual circumstances and needs, TruFinancial Consultants extends complimentary consultations to its clientele.
UNIQUE FACTS:
• 18+ Years of Experience
• Professional Consultants
• Personalized Services
• Tailor-Made Financial Plans
• Competitive Price.
Specialty:
Contact:
Working Hours:
Sun: Closed
TBR® Inspection Report:
TRUFINANCIAL CONSULTANTS REVIEWS
I would highly recommend TruFinancial because of its professionalism and meticulous attention to detail. It is 100% Canadian-owned and operated and conforms to Canada's stringent laws on financial services. Most importantly, they pay close attention to my needs and give appropriate advice that satisfies my needs while at the same time respecting my risk tolerance level. I am fully confident that my savings are in good hands when following the advice from TruFinancial.
Mimi from TruFinancial has been my financial advisor for more than a decade now. She is always very thorough, knowledgeable and dependable. She has always provided very good financial advice, helping me save money and grow money over the years. She also provides wonderful tax advice. HIGHLY recommended!
Mini Lee has been an amazing resource. She has supported me through many difficult financial situations. She is honest, knowledgeable most importantly trustworthy. I’ll continue to use her and her services. I highly recommend her services.
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Andreoli Financial Services Inc. stands as a family-owned enterprise with a wealth of experience in the realm of financial services. Leading the charge is Frank W. Andreoli, serving as both the president and a financial security advisor. The team at Andreoli Financial Services possesses specialized expertise, enabling them to offer tailored solutions that align with the intricate and distinct requirements of diligent individuals, families, and enterprises. With a focus on personalized guidance, the firm is dedicated to safeguarding and overseeing your assets. The services encompass a comprehensive array, including advanced wealth management, risk mitigation and insurance solutions, as well as strategic estate planning advice, all without any additional charges. The unwavering commitment of Andreoli Financial Services Inc. lies in furnishing unparalleled financial services to its valued clientele.
UNIQUE FACTS:
• 35 Years of Experience
• Professional Consultants
• Onsite Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ANDREOLI FINANCIAL SERVICES INC REVIEWS
Highly recommend Andreoli Financial Services Inc. Thomas (Tom) Andreoli has been amazing to work with! Tom explains everything very thoroughly so that we can understand. The process of setting up our accounts and everything thereafter has been seamless and easy. Tom is very professional and knowledgeable. We take comfort in knowing we are in great hands!
Our family has been using Andreoli Financial Services for many years for insurance. They have always been responsive, organized, and helpful. I haven't felt pressured into any services, and they explain the plans clearly. I like how I've also been able to also meet virtually when my schedule required it.
Great experience working with Thomas and the Andreoli Financial service. Working with Thomas was exceptional he was very thorough about the company and what they have to offer, and provided plenty of resources and breakdowns to make me understand the whole concept.
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