Objective Financial Partners Inc.

10/24/2026

Your bank gave you a financial plan. Did it actually tell you anything useful? 🤔

I'm always a little sceptical of financial plans that look impressive, come with a pile of colourful charts, and somehow end with the recommendation to buy more of the bank's investment products.

Good financial planning should help answer much more interesting questions. When can you afford to retire? How much can you safely spend? What happens if investment returns disappoint? Which decisions make the biggest difference?

That's why I'm excited to have Hannah McVean from Objective Financial Partners at this year's Canadian Financial Summit. She's going to demonstrate the actual planning process using a Canadian case study, including how changing assumptions can alter the results.

October 21-24. Over 40 Canadian financial experts. Completely FREE online.

Link in comments!

10/21/2026

Feeling overwhelmed by financial decisions? You’re not alone!
Information overload and uncertainty can lead to analysis paralysis, leaving you unsure where to start.

Nancy Grouni, CFP, PFP explains how a financial plan can help you cut through the noise, gain clarity, and move forward with confidence.

10/19/2026

You spent 30+ years saving for retirement. Don't let the CRA take more than it needs to! 🇨🇦💰

The order you withdraw money from your RRSP, RRIF, TFSA, and other accounts can make a substantial difference to your retirement tax bill.

So can the timing of your CPP and OAS, pension income splitting, and knowing when to withdraw money before you're forced to.

Certified Financial Planner Nancy Grouni from Objective Financial Partners is joining us at the Canadian Financial Summit to explain how Canadians can keep more of their retirement savings.

🎟️ 40+ Canadian financial experts
📅 October 21-24
💻 Completely FREE online event!

10/19/2026

Living abroad while earning rental income from a Canadian property?

As a non-resident landlord, understanding your Canadian tax obligations is important. An NR6 application may help reduce withholding tax on rental income, while a Section 216 return can help determine your final tax liability.

Learn how these filings work and what non-resident property owners should consider.

Read more: https://zurl.co/WerwN

Leaving Canada? Learn what happens to your RRSP, how non-resident withdrawals are taxed, and when Section 217 may help reduce Canadian tax.

10/16/2026

Moving abroad? You may not need to close your RRSP when you leave Canada.

Your RRSP can generally remain in Canada, but becoming a non-resident can affect how withdrawals are taxed and how your retirement savings fit into your financial plans.

Learn what happens to your RRSP when you leave Canada and what to consider before making any decisions.

Read more: https://zurl.co/nLl7e

Leaving Canada? Learn what happens to your RRSP, how non-resident withdrawals are taxed, and when Section 217 may help reduce Canadian tax.

10/15/2026

A financial plan can look VERY impressive on paper.

The better question: Can you trust the numbers behind it? 👀

Jason Heath of Objective Financial Partners joins the Canadian Financial Summit to explain what good financial planning should actually look like - how often your planner should communicate, what you should expect for the fees you pay, and whether the assumptions in your retirement projections are realistic.

Jason also digs into FP Canada’s projection guidelines and why seemingly small assumptions about returns, inflation and fees can dramatically change the answer.

The Canadian Financial Summit runs October 21-24.

40+ Canadian personal-finance experts covering retirement, investing, taxes, housing and financial planning.

Online. Completely FREE.

Save more. Invest better. Worry less.

Get your free ticket.

10/15/2026

Thuy Lam, CFP at Objective Financial Partners joins the Canadian Financial Summit to chat about RRSPs.

RRSPs might be the most misunderstood account in Canada.

“Won’t I just pay all the tax later?”

“Isn’t the TFSA always better?”

“What if RRIF withdrawals trigger an OAS clawback?”

Thuy Lam of Objective Financial Partners joins the Canadian Financial Summit to separate the RRSP myths from the actual math.

She’ll compare RRSPs with TFSAs and taxable accounts, then dig into withdrawals, tax brackets, income splitting and OAS planning.

Because the question isn’t simply “RRSP or TFSA?”

It’s how all of those accounts work together over your lifetime.

🇨🇦 The Canadian Financial Summit runs October 21-24.

40+ Canadian personal-finance experts covering retirement, investing, taxes, housing and financial planning.

Online. Completely FREE.

Save more. Invest better. Worry less.

Get your free ticket.

10/15/2026

Thinking about changing accountants for your corporation?

Whether your business has outgrown its current accounting services or you're looking for a better fit, switching accountants doesn't have to be complicated.

Learn what to consider, which documents you'll need, and how to make the transition as smooth as possible.

Read more: https://objectivetax.com/tax-and-accounting/how-to-switch-accountants-for-your-corporation-in-canada/

10/15/2026

Your 40s could be one of the most important decades for retirement planning. Are you making the most of them?

Between competing financial priorities and planning for the future, it’s easy to put retirement on the back burner.

Brenda Hiscock, CFP explains why your 40s are an ideal time to start planning and how small decisions today can make a big difference later.

10/13/2026

Selling your business is a major milestone, but are you financially prepared for what comes next?

From tax implications and investment decisions to retirement income planning, selling a business involves more than simply negotiating the sale price.

Discover how thoughtful planning can help business owners prepare for their next chapter.

Read more: https://zurl.co/EYT7q

Will selling your business fund your retirement? Understand what you could keep after tax and whether the proceeds will support your spending.