Objective Financial Partners

Finance · Canada · 11-50 Employees

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Overview

Headquarters

8500 Leslie St Ste 101, Markham, Ontario...

Phone Number

(416) 691-8471

Revenue

$9.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Objective Financial Partners

Objective Financial Partners is one of Canadas largest and most established fee-only, advice-only financial planning firms, specializing in retirement, tax, and estate planning. It is located in Markham, north of Toronto, but has worked for many years with clients across Canada and around the world by video conference. Founded in 2012 by Jason Heath, one of Canadas best-known financial planners and personal finance columnists, our experienced Certified Financial Planners (CFPs) have worked with thousands of clients. We charge flat fees or hourly rates and do not sell any financial products whatsoever.Explore more
Objective Financial Partners's Social MediaPopular SearchesObjective Financial Partners IncObjective Financial PartnersFinancial Management Partnerscom ObjectiveFinancialPartnersSIC Code 62,628NAICS Code 52,523Show more

Objective Financial Partners Org Chart

PhoneEmail
JH
Canada flag for contact location.

Managing Director

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BH
Canada flag for contact location.

Cfp Certified Financial Planner

PhoneEmail
JM
Canada flag for contact location.

Cfp, MBA Certified Financial Planner

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AG
Canada flag for contact location.

Cfp, Crpc Certified Financial Planner (US) & ...

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NG
Canada flag for contact location.

Certified Financial Planner

PhoneEmail
HM
Canada flag for contact location.

Certified Financial Planner

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RK
Canada flag for contact location.

Cfp, Cpa Certified Financial Planner & Charte...

PhoneEmail
JM
Canada flag for contact location.

Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Objective Financial Partn...

$9.6M
11-50
Private
-
2012
JH
Jason HeathManaging Director
$5.3M
11-50
Private
-
1979
CM
Carmen MelfiChief Financial Officer
<$5M
11-50
Private
-
-
JZ
Jian ZhangInvestment Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2004
SL
Shelley LeblancManager, Client Services & Administrative Assistant
<$5M
1-10
Private
-
-
DL
David LoweFinancial Associate & Planner
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Objective Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Objective Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Objective Financial Partners.

Objective Financial Partners Tech Stack

A closer look at the technologies used by Objective Financial Partners

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Frequently Asked Questions Regarding Objective Financial Partners

What is Objective Financial Partners's official website?
Objective Financial Partners's official website is www.objectivefinancialpartners.com
What is Objective Financial Partners's Revenue?
Objective Financial Partners's revenue is $9.6 Million
What is Objective Financial Partners's SIC code?
Objective Financial Partners's SIC: 62,628
What is Objective Financial Partners's NAICS code?
Objective Financial Partners's NAICS: 52,523
How many employees does Objective Financial Partners have?
Objective Financial Partners has 11-50 employees
What industry does Objective Financial Partners belong to?
Objective Financial Partners is in the industry of: Finance, Securities Trading
What is Objective Financial Partners competition?
Objective Financial Partners top competitors include: Kerr Financial, Action Financial Group, Rankin Rice Wealth Management, Polsinelli Financial Advisory Group
What technology does Objective Financial Partners use?
Some of the popular technologies that Objective Financial Partners uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Objective Financial Partners?
Objective Financial Partners contact info: Phone number: (416) 691-8471 Website: www.objectivefinancialpartners.com
What does Objective Financial Partners do?

Objective Financial Partners is one of Canadas largest and most established fee-only, advice-only financial planning firms, specializing in retirement, tax, and estate planning. It is located in Markham, north of Toronto, but has worked for many years with clients across Canada and around the world by video conference. Founded in 2012 by Jason Heat... h, one of Canadas best-known financial planners and personal finance columnists, our experienced Certified Financial Planners (CFPs) have worked with thousands of clients. We charge flat fees or hourly rates and do not sell any financial products whatsoever.Read More

What are Objective Financial Partners social media links?
Objective Financial Partners Linkedin page Objective Financial Partners Twitter page Objective Financial Partners Facebook page
Is Objective Financial Partners a public company?
Objective Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Objective Financial Partners

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