Objective Financial Partners Inc. - Markham, Ontario

Philip S.

I worked with Hannah McVean, and she was great. She understands the psychological aspects of money ("what will help you sleep at night?") as well as the dollars and cents aspects. It's also nice working with a fee-for-service advisor because you don't have to worry that they're trying to sell you something all the time. Hannah was very helpful in planning my retirement. I would happily recommend her to others.

Anon A.

Upon realizing our "Big Bank" financial planner was not providing the services for which we were paying, we were fortunate to find Nancy Grouni.
Nancy helped us to understand exactly where we stood financially, with straightforward clarity, leaving us with the confidence and knowledge required for our retirement planning. Nancy left us feeling empowered with her thoughtful, professional direction.
We look forward to working with her for years to come.

Phoebe H.

My partner and I are moving back to Taiwan after living and working in Canada over 15 years and find the financial planning involving our investment assets and the tax implications around emigration daunting. We had couple connections in the field but couldn't find anyone specializing in expat related financial planning especially with knowledge related to Taiwan/East Asia - thankfully one of them recommended Anna (Golan-Reznick) to us and now our stress has been completely alleviated!

Anna is thorough, efficient, and patience - just a breeze to work with, and has a specific passion in supporting expats in this part of the journey. She's also backed up by a team that seems to work really well with her - from admin assistant Charlotte who helped us with onboarding, to senior accountant Scott who'd work with Anna on some of our more tax-specific questions - everyone has been amazing so far. We are so happy and relieved that we've found them and will definitely work with them again with our future cross-boarder planning needs!

Samantha L.

My mom and I worked with Anna Golan-Reznick on understanding the financial and health care implications of her moving back to Canada after living abroad for many years. Anna was fantastic to work with and the quality of the information and advice provided was excellent. Would highly recommend their services.

Annabel L.

I have to send many thanks to Anna who was our correspondent. Thank you for all of the very good and detailed info. Greatly appreciate your efficiency and thorough follow up.
Our session was very productive and of great help in clarifying so many details regarding so many different issues. I will definitely be in touch again for future advice and I highly recommend this firm.

Danka H.

Hannah is a fantastic financial planner whom I’ve worked with for two years now. She goes above and beyond to ensure I fully understand the financial planning process and the calculations behind it. While there were some hiccups with accounting (though not her direct responsibility) Hannah was incredibly helpful in coordinating and resolving the issues. I’m very happy working with her and feel confident that we’re in good hands.

David N.

Excellent experience from initial contact with Objective administrators, to time spent with accountant through planning and review stages. Exceptionally professional and personable.
Working with Thuy Lam was a pleasure.
The planning service is definitely great value for money - a worthwhile investment.

JTC

Ryan helped me give a wonderful gift to myself by doing all the ‘heavy lifting’ in the development of a long-term financial plan for me. I was already retired for a few years but the timing to get help was perfect for me. After a busy career, I had slowed down long enough to reflect on the things I value most. Aligning my time with these is up to me, but Ryan put together a financial plan that is also aligned, and one that has flexibility should values morph as I grow. For the first time since retirement, I feel truly confidant in my financial well-being. Thanks Ryan.

Janice C