Objective Financial Partners Inc.

Jason was an absolute dream to work with. He quickly understood our needs and wants and built our plan around that as opposed to trying to impose any standards or formulas onto us. He also went above and beyond in terms of answering our questions and being patient with things we needed extra time to understand. Jason is clear, concise and thoughtful. He has a fantastic grasp of the financial world and now, our place in it. We would not hesitate to recommend.

After many failed or lacklustre results from years (!) of prior efforts to get a solid, objective financial planner in OUR corner, we were thrilled to find Andrew Dobson through Objective Financial Planners. What set Andrew apart, in addition to OFP's truly objective, client-centred approach, was how he truly LISTENED to us, reflected back what he heard, and then designed scenarios that matched to our goals, including some scenarios we proposed as well. It was an iterative process, and the trust only grew over the course of our engagement. In the end it was the most educational, helpful and outcome-oriented financial and retirement planning analysis, advice and (!!) game plan we'd ever encountered. For the first time, we truly felt *confident* about our retirement goals, plans and (!) options to get there. I would recommend Andrew's services unreservedly.

The financial industry is not easy to navigate, particularly to find good, sound and neutral financial advice. We had heard of Objective Financial Partners several times, and then found Nancy Grouni! From the very first time we reached out to her, and still till this day, she has consistently been extremely knowledgeable, thorough, kind, and compassionate. She put us at ease right away, and we have found comfort in her sound and experienced advice. Thank you Nancy for setting us on a sound financial path. We are grateful for the time you spent with us, and look forward to continuing to work together.

We have enjoyed working with Nancy Grouni and very much appreciated her personal approach to financial planning. She assisted us with a comprehensive financial plan and knowledgeably explained in detail our plan and how to execute it.We would definitely recommend her for any financial planning needs.

Working with Brenda at Objective Financial Partners was a fantastic experience. She delivers precisely on the promise of the company name - a very objective financial perspective wrapped up in a collaborative and outcome-driven process.She asked thorough and rigourous questions in getting an understanding of our goals and was patient in answering our own numerous questions. She gave objective points-of-view, always referring back to data, both recent and historical. This data-driven approach, combined with direct experience and a client-centric manner got us to a great place - a sound plan we have the greatest confidence in.Our only regret is not engaging Brenda sooner. We highly recommend her.

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.

My mom passed away last year and I was completely lost and overwhelmed with what to do with her final return and a few other financial matters. I spoke with a few people at objective and all of them were incredibly kind, knowledgeable, and efficient. I cannot express how grateful I am. My family is now looking into some of their other services.

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.

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.