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.

Objective Financial Partners Inc.

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