We Are Fee-Only, Advice-Only Financial Planners
Jason Heath, CFP – Managing Director
Jason graduated with a Bachelor of Economics degree from York University in Toronto. He has also earned the Certified Financial Planner (CFP) designation. In addition, Jason has completed numerous financial, tax and estate planning specialty courses from a variety of organizations.
Jason has authored and been interviewed for articles on a wide variety of topics appearing in publications such as the National Post, MoneySense, the Globe & Mail, the Toronto Star, Private Wealth Canada, Precedent, Advisor’s Edge and Investment Executive. He also appears frequently on CTV News Channel. Jason has been providing fee-only, advice-only financial planning since 2001. Jason is currently a personal finance columnist for the Financial Post and MoneySense Magazine.
Nancy Grouni, CFP – Financial Planner
Nancy has earned the Certified Financial Planner (CFP) designation. In addition, she has completed numerous financial, investment and insurance courses from a variety of organizations. Nancy has over 20 years of financial industry experience, having spent several years as a Senior Associate within the investment industry with a focus on building and presenting client financial plans and investment portfolio reviews. Nancy has been interviewed for publications such as the Globe & Mail and Yahoo! Canada Finance. Nancy has held an insurance license and reviewed client insurance needs and implemented life insurance solutions in her previous roles.
Marc Sherman – Financial Planner
Marc graduated with a Bachelor of Science degree in Molecular Genetics and Molecular Biology from the University of Toronto. He is currently completing the Certified Financial Planner (CFP) designation. Marc has worked as an Investment Adviser and Wealth Analyst within the financial services industry with a focus on building and presenting client financial plans and investment portfolio reviews. He has held investment and insurance licenses in his previous roles.
Kim Allard – Executive Assistant
Kim studied towards a Bachelor of Arts degree at York University in Toronto. She has completed numerous tax and financial planning courses. Kim has worked as a branch manager with a Canadian trust company and as an executive assistant with Canada’s oldest fee-only, advice-only financial planning firm.
We Sell No Products Whatsoever
Our sole purpose is unbiased, objective financial, tax and estate planning advice
True Financial Planning is a Process, Not a Product
After an introductory call to determine if and how we can help, our clients complete a questionnaire and provide a list of supplementary data before we put together a comprehensive financial plan that includes:
My husband and I have used Jason’s services for many years, starting before he was at Objective Financial Partners. His work is of such high quality that we decided to follow him when he left his last position. Jason covers off our financial planning and tax return preparation for our family. He also provides excellent ongoing advice for other financial questions/projects we have going on outside of our family home and personal taxes. My tax return can sometimes be complicated because I have a business outside of my employment – Jason has never had any issues with this and is able to consistently complete the paperwork maximizing the return for me. I have recommended him to many other people, and we will continue to work with Jason on an ongoing basis.Dvorah R.
Objective Financial Partners Inc.
8500 Leslie Street, Suite 101
Toll Free. 1.855.691.8471
Working with Canadians from coast to coast
Copyright © 2016 |Objective Financial Partners Inc. | All rights reserved.
We don’t sell investments, so we’re not going to tell you which stocks to buy and sell. However, we can build you a comprehensive and truly objective financial plan.