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Objective Financial Partners Inc.

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Objective Financial Partners Inc.Richmond Hill, ON
★5(143 Google reviews)

Objective Financial Partners Inc. is a highly-rated financial advisor in Richmond Hill, ON, trusted by clients for personalized guidance. With a 5-star rating from 143 reviews, they're committed to helping you achieve your financial goals.

Additional Information

Objective Financial Partners is a fee-only, advice-only financial planning firm founded in 2012 that provides unbiased financial planning, tax accounting, and advisory services. The firm works remotely with clients across Canada and internationally, with optional in-person meetings available in select cities.

Certified Financial Planner (CFP)

Specializes in

Fee-only/advice-only planningDivorce and separation planningEstate planningCross-border (Canada-U.S.) financial needsExpat financial planning

Services

Financial planningTax planning and accountingPersonal tax returnsCorporate tax returnsEstate tax returnsTrust tax returnsBookkeepingPayroll servicesDivorce financial planningEstate planning and settlement+1 more

Established 2012 · Languages: English, French · Serving Canada, Toronto, Montreal, Vancouver, London +3 more

Additional information extracted from the firm's public website. Last updated: August 6, 2026

Contact Information

Phone: (416) 691-8471

Website: http://objectivefinancialpartners.com/

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Frequently Asked Questions

How much does a financial advisor cost in Richmond Hill?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.