OBJECTIVE FINANCIAL PARTNERS INC.
675 Cochrane Drive, East Tower, 6th Floor, Markham, ON L3R 0B8 DIRECTIONS
Since 2012
Here’s The Deal:
Objective Financial Partners Inc. is one of Canada's few fee-only and advice-only financial planning firms in Markham. Their team has over 120 years of financial planning experience. Jason Heath is the managing director of the firm. Objective Financial Partners Inc. specializes in providing retirement planning, investment strategy, tax planning and estate planning. Their clients have a net worth ranging from zero to several million dollars. They also provide insurance needs analysis to their clients. Their sole purpose is unbiased, objective financial, tax and estate planning advice. Objective Financial Partners Inc. offers zoom and skype appointments to clients.
SPECIALTY:
Retirement Planning, Investment Planning, Financial Coaching Consultation, Tax Planning and Preparation, Estate Planning, Canadian Expats, Family Meetings, Paraplanning and Outsourced Financial Planning, Planning for Seniors, Employee Financial Planning & Fee-for-Service Insurance Consultation
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
TBR® Inspection Report:
TRUFINANCIAL CONSULTANTS
2833 16th Avenue, Markham, ON L3R 0P8 DIRECTIONS
Since 2003
Here’s The Deal:
TruFinancial Consultants is an Independent Financial Advisory in Markham. The firm has over 18 years of experience in helping you in your budget and wealth creation. Mimi Lee is the founder and chief financial consultant of the firm. TruFinancial Consultants is an award-winning financial planning company that specializes in dealing with start-up companies and small families on financial planning, budgeting, cash flow management, and credit management. The firm assists everyone to fit in the short-term and long-term financing. They provide tailor-made solutions depending on different situations and needs. TruFinancial Consultants offers free consultations to clients.
SPECIALTY:
Budgeting, Investment, Portfolio, Cashflow and Credit Management, Registered Education Savings Plan, Mutual Funds, Stock, Insurance, Education, College, Savings & Retirement Planning
TBR® Inspection Report:
ANDREOLI FINANCIAL SERVICES INC
7725 Birchmount Road, Suite 19, Markham, ON L3R 9X3 DIRECTIONS
Since 1988
Here’s The Deal:
Andreoli Financial Services Inc. is a family-owned multi-generational business with extensive financial services industry expertise. Frank W. Andreoli is the president and financial security advisor of the firm. Their team members have specialized knowledge to recommend solutions that match the complex and unique needs of hard-working individuals, families, and businesses. The firm provides personalized service and advice to help you protect and manage your assets. They provide access to enhanced wealth management, risk/insurance solutions, and estate planning advice at no extra cost. Andreoli Financial Services Inc. is commited to providing the best possible financial services to its clients.
SPECIALTY:
Life, Disability, Critical Illness, Travel Health and Dental Insurance, Long Term Care, Tax and Estate Planning, Wealth Management, Registered Accounts, RRSP, TFSA, RDSP, RESP, Non-Registered Accounts, Savings and Retirement Income Strategies, Annuities, Corporate Benefit Plans, Health & Wellness Accounts