Objective Financial Partners Inc.

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.

10/12/2026

Choosing the right financial planner can make a difference in how confidently you approach retirement.

From qualifications and experience to fees and the type of advice offered, there are several important factors to consider when selecting a retirement financial planner.

Jason Heath shares what to look for and which questions to ask before making your decision.

Read more: https://zurl.co/t7Rjc

Learn how to choose a retirement financial planner in Canada, including how to compare credentials, experience, fees, services, and compensation models.

10/10/2026

You can work with a financial planner without changing your investment advisor.

An advice-only financial planner can provide independent guidance on retirement, taxes, estate planning, and other financial decisions while you maintain your existing investment relationships.

Jason Heath explains how the two can work together.

Read more: https://zurl.co/ddm9F

Learn how advice-only financial planning can complement investment management.

10/09/2026

Bond yields don’t get nearly as much attention as the stock market, but they can have a significant impact on Canadians’ finances.

In Jason Heath's MoneySense article, he looks at what’s driving bond yields higher and what it could mean for mortgages, borrowing costs and investments.

https://zurl.co/zNF2s

The bond market in Canada is about 20% larger than the stock market and bond yields influence stock market returns and fixed mortgage rates.

10/09/2026

Investing doesn’t have to be complicated! 📈

Thuy Lam, CFP, shares 3 simple principles to help you invest with confidence: know your time horizon, diversify, and keep costs low.

Remember, investing is about time in the market, not timing the market.

💡 Not sure where to start? Our advice-only financial planners can help you build a strategy that aligns with your goals.

10/06/2026

Retirement confidence isn’t about hitting a magic number. It comes from understanding what your retirement actually looks like.

In this video, Hannah McVean, CFP®, CIM® explains why rules of thumb can be a helpful starting point, but thoughtful analysis of your spending, pensions, CPP, OAS, and retirement income strategy is what helps turn uncertainty into confidence.