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Advisor

Brandon Davies

Objective Financial Partners Inc. · Markham, Ontario, Canada

Brandon Davies is a fee-only financial advisor at Objective Financial Partners Inc. in Markham, Ontario, Canada, who holds the CFP (Canada), CFP (U.S.) and CIM credentials. Brandon charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from C$4,000 a year and one-time plans from C$525) and focuses on retirement planning, estate & legacy planning and tax planning.

Flat fee or retainerHourlyOngoing planning fee Fee-only CFP (Canada)CFP (U.S.)CIMCLUTEP

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Specialties

Who they serve

  • Retirees
  • Cross-border families
  • Founders
  • Divorced individuals

Facts

FirmObjective Financial Partners Inc.
Based in Markham, Ontario, Canada
Fee modelFlat fee or retainer · Hourly · Ongoing planning fee · One-time planning fee
Fees (firm's website)Ongoing planning from C$4,000 a year · One-time plans from C$525 · No asset minimum
Works virtuallyYes
LanguagesFrench
Accepting new clientsYes
CredentialsCFP (Canada) · CFP (U.S.) · CIM · CLU · TEP
Websiteobjectivecfp.com

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Questions about Brandon

Is Brandon Davies a fee-only financial advisor?

Yes. Brandon Davies is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

How does Brandon charge for financial advice?

Brandon charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.

How much does Brandon charge?

According to Objective Financial Partners Inc.'s website, checked October 28, 2026: ongoing planning from C$4,000 a year; one-time plans from C$525; no asset minimum.

Does Brandon work with clients virtually?

Yes. Objective Financial Partners Inc. says on its website that it works with clients remotely.

What languages does Brandon work in?

Besides English, Objective Financial Partners Inc. offers service in French, according to its website.

Where is Brandon Davies based?

Brandon Davies is based in Markham, Ontario, Canada.

What does Brandon specialize in?

Brandon's specialties include retirement planning, estate & legacy planning, tax planning, cross-border (US / Canada), divorce financial planning and small business owners. Brandon works with retirees, cross-border families, founders and divorced individuals.

What credentials does Brandon Davies hold?

Brandon Davies holds the CFP (Canada), CFP (U.S.), CIM, CLU and TEP credentials.

How do I contact Brandon Davies?

Through Brandon's website, objectivecfp.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • Canadian fee-only planners directory : a directory limited to fee-only planners
  • Objective Financial Partners Inc. website : specialties, clients served, and fees, checked October 28, 2026
  • Directory listing last checked April 21, 2026.

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