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