Jeff McCartney
Objective Financial Partners Inc. · Markham, Ontario, Canada
Jeff McCartney is a fee-only financial advisor at Objective Financial Partners Inc. in Markham, Ontario, Canada, who holds the CFP, CFDS and MBA credentials. Jeff 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.
Request an introduction to Jeff →
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 · CFDS · MBA |
| Website | objectivefinancialpartners.com |
Request an introduction to Jeff
Tell Jeff a little about what you're looking for. Jeff isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeff
Is Jeff McCartney a fee-only financial advisor?
Yes. Jeff McCartney is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
How does Jeff charge for financial advice?
Jeff charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Jeff 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 Jeff work with clients virtually?
Yes. Objective Financial Partners Inc. says on its website that it works with clients remotely.
What languages does Jeff work in?
Besides English, Objective Financial Partners Inc. offers service in French, according to its website.
Where is Jeff McCartney based?
Jeff McCartney is based in Markham, Ontario, Canada.
What does Jeff specialize in?
Jeff's specialties include retirement planning, cross-border (US / Canada), estate & legacy planning, tax planning, divorce financial planning and small business owners. Jeff works with retirees, cross-border families and founders.
What credentials does Jeff McCartney hold?
Jeff McCartney holds the CFP, CFDS and MBA credentials.
How do I contact Jeff McCartney?
Through Jeff's website, 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.
See something wrong? Request a correction. Read our methodology.