Jason Heath
Objective Financial Partners Inc. · Markham, Ontario, Canada
Jason Heath is a fee-only financial advisor at Objective Financial Partners Inc. in Markham, Ontario, Canada, who holds the CFP credential. Jason 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, cross-border (US / Canada) and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Cross-border families
- Founders
Facts
| Firm | Objective Financial Partners Inc. |
|---|---|
| Based in | Markham, Ontario, Canada |
| Fee model | Flat 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 virtually | Yes |
| Languages | French |
| Accepting new clients | Yes |
| Credentials | CFP |
| Website | www.objectivefinancialpartners.com |
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Questions about Jason
Is Jason Heath a fee-only financial advisor?
Yes. Jason Heath is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
How does Jason charge for financial advice?
Jason charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Jason 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 Jason work with clients virtually?
Yes. Objective Financial Partners Inc. says on its website that it works with clients remotely.
What languages does Jason work in?
Besides English, Objective Financial Partners Inc. offers service in French, according to its website.
Where is Jason Heath based?
Jason Heath is based in Markham, Ontario, Canada.
What does Jason specialize in?
Jason's specialties include retirement planning, cross-border (US / Canada), estate & legacy planning, tax planning, divorce financial planning and small business owners. Jason works with retirees, cross-border families and founders.
What credentials does Jason Heath hold?
Jason Heath holds the CFP credential.
How do I contact Jason Heath?
Through Jason's website, www.objectivefinancialpartners.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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