Our mission is providing unbiased, objective advice from our team of Fee-Only Financial Planners, Tax Accountants, Divorce Financial Specialists, and Estate Advisors.
Our Clients
We work remotely with clients across Canada and worldwide, with some planners offering optional in-person meetings in Vancouver, Kelowna, Lethbridge, Winnipeg, London, Toronto, Barrie, Montreal, and Sherbrooke. Our Pl. Fin. professionals at Partenaires financiers objectifs in Québec can provide financial planning in French or English.
Our clients include professionals, business owners, retirees, expats living abroad, and Canadians with cross border (Canada–U.S.) needs seeking clarity and confidence to manage their finances efficiently.
We support life events such as estate planning and settlement, as well as divorce and separation planning. Many of our financial planning clients choose ongoing support, working with us annually so their planning stays proactive as life changes.
We also provide full-service accounting, including personal, corporate, estate, and trust tax returns, as well as full cycle bookkeeping and payroll, so you can focus on your family, business, and financial goals.
I hired Objective Financial Planning and was matched with Hannah. Hannah met with me on multiple occassions to discuss my needs and reasons for seeking financial planning and review. She and Charlotte, sent regular emails and communication on the steps to follow, information required and were very accomodative to my time and needs. On the final report, Hannah placed extra details on areas I may want to consider as well as made an extra short appointment so I could have extra time to review the report. I am very grateful to the time, thoroughness and thoughtfulness Hannah had provided in her advice and report back to me. The process was long, but just like life, did not skip any step, was thorough and worth every penny I paid for the services. I came away understanding where I am at and geel confident moving forward.Thank you Hannah, Charlotte and Objective for providing excellent customer service. I will recommend them for sure!
Steven Kondo3 weeks ago
Nancy Grouni is really knowledgeable and extremely patient.When we meet with Nancy we always have a lot of questions and she takes the time to explain everything to us thoroughly, which makes us feel very comfortable.I am a detail-oriented person and Nancy is too, as evidenced by the yearly reports she gives us with lots of charts and graphs.Whenever I have any questions for her she is quick to respond.I am recently retired and my wife is a couple of years away. We feel confident that Nancy has put us on a path to financial security in our retirement years.If you need a financial planner you cannot get anyone better than Nancy. Highly recommended!
Carolyn H2 months ago
My husband and I, along with our two adult children, met with Hannah McVean to discuss estate planning and investments.Hannah actively listened to our description of our family's financial situation, and she made sure everyone felt comfortable and heard.Her expertise with taxes and investments, and her empathetic manner, were greatly appreciated.We highly recommend Hannah as a financial planner.
sha cla4 months ago
I heard Thuy ("Twee") when she guested on a Canadian investing podcast and added her to my planner immediately. I know what I don't know, and referencing where I'm at against her knowledge and vibe was a given.I paid for an individual session with her and it was worth every penny.A tiny bit of getting to know you to start of the zoom call,but then she dove right in to what my specific concerns were right now (debt and retirement planning),kept me on track as I like to talk and want to explain details that weren't pressing at the moment,and helped me with an immediate game-plan with the next steps outlined for when I hit the first milestone.Once I have hit the first steps she helped me solidify, I'll be setting up an ongoing relationship so that I don't need to be the expert in tax law, the best way to allocate investments, or how best to optimize my finances to fit my goals:Thuy can handle that and I can trust her.It was awesome. Sometimes you know what to do but can't see the forest for the trees, and Thuy really helped me plan my route through the forest.
Josée Gillette4 months ago
I found Objective Financial by accident but after reading the positive reviews we decided to give them a try. I like that they are independent and listen to our needs and wants. I appreciate how they take their time explaining things and answering our questions. We are working with Jeff and so far it has been a positive experience. I would recommend them if you are looking for financial help and guidance without the pressure from the banks.
Eve Bryant5 months ago
We are retired last year to Canada from the US. We just did not know how we were going to navigate income streams and taxes in both countries. Anna was able to refer us to an excellent cross border CPA to help us with our taxes. In addition she put together a detailed financial plan to help us navigate the most tax efficient way for us draw down from our retirement accounts. The level of support was customized to fit our needs and we really felt listened to. Objective Financial Partners has given us a solid framework for our future and they continue to support us and answer our questions as life throws things our way.
Cliff R5 months ago
After retirement and given the current uncertain times with higher cost of living, we needed help to manage our lifelong savings. Nancy took the time to listen to our concerns and priorities, then develop a plan to safeguard our savings and provide assurance in our ability to support our ourselves in the future. She gave us clarity and removed our worries, such that we can now move forward and actually enjoy our retirement! We trust her so thanks Nancy!
MARK FONTAINE5 months ago
There are a few decisions in life that have had an enormously positive impact on my future. Finding Nancy and choosing to work with her is one of those milestone decisions. We have completed my Investment Plan and are currently working on my Retirement Plan. Her guidance, expertise, and thoughtful approach have made the process both valuable and reassuring. I highly recommend Nancy to anyone seeking professional financial planning support.
Cal6 months ago
I’m surprised to not see more reviews for Ryan on here. Working with him was such a great experience. He really helped me build confidence investing on my own. Without him I’d still be paying an absurdly large fee to one of the big banks to manage my investments. It was also great that he’s an accountant so he could do my taxes while having a solid understanding of my position. 10/10 would recommend him to anyone seeking financial and tax advice.
