Objective Financial Partners Inc
Objective Financial Partners is one of Canada’s largest and most established fee-only, advice-only financial planning firms. Founded in 2012 by Jason Heath, one of Canada’s best-known financial planners and personal finance columnists, our experienced Certified Financial Planners (CFPs) have helped thousands of clients. Advice-Only. No Product Sales. Our mission is providing unbiased, objective advice from our team of Fee-Only Financial Planners, Tax Accountants, Divorce Financial Specialists, and Estate Advisors. We work remotely with clients across Canada and internationally, with some planners offering optional in-person meetings in the Greater Toronto Area. Our clients include professionals, business owners, retirees, expats, 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, and 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. In addition, we 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.
7-day free trial · no credit card
Verified contacts
18
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
298
organic / mo
Sign up free to see all 18 verified contacts at Objective Financial Partners Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- AD
Andrew Dobson
Certified Financial Planner · Finance & Accounting
EmailPhone - HM
Hannah McVean
Certified Financial Planner · Finance & Accounting
EmailPhone - JH
Jason Heath
Managing Director · General Business & Management
EmailPhone - SP
Scott Page
Senior Tax Accountant · Finance & Accounting
EmailPhone - CC
Charlotte Cosburn
Administrative Assistant · General Business & Management
EmailPhone - JM
Jason Maule
Certified Financial Planner · Finance & Accounting
EmailPhone - JM
Jeff McCartney
Financial Planner · Finance & Accounting
EmailPhone - KA
Kim Allard
Executive Assistant · General Business & Management
EmailPhone - NG
Nancy Grouni
Certified Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Objective Financial Partners Inc
11 distinct titles indexed · top 10 shown.
- 5certified financial planner
- 2executive assistant
- 2senior tax accountant
- 1accountant
- 1administrative assistant
- 1administrative specialist
- 1chartered financial divorce specialist
- 1communications manager
- 1fee only advice only planner
- 1financial planner
- +1more titles
Sign up to unlock all 18 contacts at Objective Financial Partners Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 18 verified contacts at Objective Financial Partners Inc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.