Here's The Rundown: Objective Financial Partners Inc. is one of the leading financial planners in Markham, Canada. Jason Heath is the managing director of the firm. He has been providing fee-only, advice-only financial planning since 2002 and is one of Canada's best-known fee-only financial planners. Objective Financial Partners Inc. specializes in retirement planning, investment strategy, tax planning, and estate planning. Their clients have net worths ranging from zero to several million dollars, and their income varies accordingly. Most of their clients reside in Canada. Those outside Southern Ontario can work remotely via secure web conferences, email, and telephone. Their clients are Canadians seeking unbiased, objective, and comprehensive financial, tax, and estate planning advice without investment or insurance products mixed in. Objective Financial Partners Inc. is located in Markham, north of Toronto, and has served clients across Canada and worldwide for many years through video conferences.
3 Best Financial Services in Markham, ON
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TOP 3 OBJECTIVE FINANCIAL PARTNERS INC. REVIEWS
We have been interested in re-assessing our investment strategy for some time but have always had concerns about obtaining an unbiased opinion from other investment advisors. However, having found Objective Financial Partners (“OFP”) through the Financial Facelift series in the Globe and Mail has truly been a game changer. As their name implies, OFP truly provided an independent and objective review of our investment strategy, risks, returns and fees as well as developed a robust financial plan. The intake meeting and detailed questionnaire set the tone for the review and the reports, plans and follow up meetings were very detailed and thorough. Working with Brenda Hiscock was a great experience from start to finish, with an actionable go-forward plan and scheduled follow ups to ensure that implementing the changes identified in the plan are on track. This will be an ongoing relationship that will help ensure accountability and alignment with our plan going forward. We can’t say enough great things about the experience and the peace of mind and clarity the process has brought us. If that was the only deliverable from the exercise, it would still be a worthwhile exercise, but with plans underway to change advisors and investment strategies we are very confident there will be a very good payback on our investment. While the term ‘value for money’ is often tossed around as a catch phrase, our investment and experience with Brenda and OFP was definitely value for money.
Retirement planning can be extremely stressful when all the typical questions come up. My financial planner is Thuy. Thuy met my deadline, was a great listener and very positive which are very important traits during the process of decision making and financial projections into the future. It is very comforting to know that Thuy is available to me for questions that arise after the initial review of the plan. Thuy was very patient with me while I reviewed the plan and never makes you feel like your question(s) are silly which is important to everyone. I also enjoyed that Objective Financial Partners do no have a conflict of interest to have you invest with them.
“Working with Objective Financial Partners has given me the peace of mind that I’m on the right track in terms of my personal investment strategy and retirement planning. Thuy was not only professional, but empathetic and understanding, making it very easy for me to ask questions and raise concerns related to my future plans. Highly recommend.
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![Andreoli Financial Services Inc Andreoli Financial Services Inc](https://threebestrated.ca/images/AndreoliFinancialServicesInc-Markham-ON.jpeg)
Here's The Rundown: Andreoli Financial Services Inc. is a family-owned financial planner in Markham, Canada. Frank W. Andreoli serves as the president and financial security advisor of the firm. The Andreoli Financial Services Inc. team possesses specialized knowledge to recommend solutions tailored to the complex and unique needs of affluent individuals, families, businesses, and foundations. They are committed to delivering the highest quality financial services to their clients. At Andreoli Financial Services Inc., they understand that every financial situation is unique. That's why they take a personalized approach, ensuring their solutions are carefully crafted to align with your needs and goals. As a family-owned business, they prioritize building strong, long-lasting relationships with their clients based on trust and integrity.
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TOP 3 ANDREOLI FINANCIAL SERVICES INC REVIEWS
I have been dealing with Frank, Thomas and their associates for many years now. I have found them to be very professional and extremely helpful. They respond immediately when I have needed their assistance. I believe that they put their clients first and take an active interest in clients well being and future needs and planning. Clients are not just "numbers". They explain options clearly and listen attentively and patiently. I have total confidence in the team.
Thomas came highly recommended by a friend. Since we started working together, I have noticed that he puts a lot of effort into communicating frequently, making sure all of my decisions are informed, and taking my questions and concerns seriously. I really appreciate this as someone who is new to saving and investing their money. Highly recommend.
It is a pleasure to recommend Andréoli Financial Services Inc. Saving has always been easy for me, but investing has always been challenging. In the past eight months, Thomas Andreoli has put my money to work and I've seen a significant improvement in my net worth. To ensure that we understand everything, Tom explains everything in great detail. Everything from setting up our accounts to everything thereafter went smoothly and easily. My family feels at ease knowing our investments are in good hands. Thanks Tom.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Wyse Financial Solutions Inc. Wyse Financial Solutions Inc.](https://threebestrated.ca/images/WyseFinancialSolutionsInc-Markham-ON.jpeg)
Here's The Rundown: Wyse Financial Solutions Inc. is a top-notch financial advisor in Markham, Canada. Sarah Wyse is the firm's principal and financial planner. The team at Wyse Financial Solutions Inc. takes the time to help you understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and they're here to help you do that. They embrace investor education because it enables them to build strong relationships with their clients, and they'll work hard to earn your trust. They carefully consider your needs, goals, and dreams to implement a well-constructed financial plan so you can have peace of mind regarding your hard-earned money and financial future.
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TOP 3 WYSE FINANCIAL SOLUTIONS INC. REVIEWS
I just wanted to take a moment and thank you for all your attention while helping our company learn about benefits. You certainly made us feel comfortable while explaining how things worked. At all times I felt you were well versed in the advice you were giving us to get set-up. I am very happy with the service we have received from yourself and your company. I wish you only the best and thanks again for taking such good care of us. At any time I have a recommendation to give, it will be your name I use.
Sarah has been facilitating our company group insurance needs for the past 8 years. She has helped structure our benefits in keeping with what is important to us, our budget as well as sustainability of the plan on a long term basis. She has consistently made sure that we have the best possible deal while tailoring to our specific needs. I would have no hesitation in recommending her to anybody.
As a retired business owner who did not have an employer’s pension plan, I was very concerned about my future income. I turned to my trusted accountant who recommended Sarah Wyse. Sarah came up with a "hassle free" plan that gives me guaranteed income for life, protects me from market fluctuations and protects my heirs as well. In short, she gave me peace of mind. Priceless.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.