Andrew Dobson

Andrew Dobson Email and Phone Number

CFP®, CIM®,Advice-only Financial Planner at Objective Financial Partners Inc. @ Objective Financial Partners Inc.
markham, ontario, canada
Andrew Dobson's Location
London, Ontario, Canada, Canada
Andrew Dobson's Contact Details

Andrew Dobson work email

Andrew Dobson personal email

n/a

Andrew Dobson phone numbers

About Andrew Dobson

As an advice only financial planner, I provide holistic wealth planning strategies for individuals, families and corporations -without product strings attached.My process is simple: by ensuring that a thorough discovery is completed with each and every client, I am able to better understand what to prioritize in all engagements so that they see true value in my service.I have worked with all types of clients throughout my career, and, as a result, I am happy to find solutions to various problems. Whether you are a young professional starting out, budgeting to start a family, planning for retirement, unwinding your business, I am able to provide advice that is relevant to my clients situation rather than use a once size fits all approach. I consider myself a “generalist specialist” where I can provide advanced financial advice in many different areas of financial planning and triage within my network where required (i.e. referral to accountants, lawyers, portfolio managers, etc.)I do not sell products nor do I receive referral fees, that is how I remain objective. If you require objective financial advice, whether it be a comprehensive financial plan, or even a second opinion on existing or prospective products, Objective Financial Partners can help!On a personal note, I am an avid "puzzler", casual basket"baller", lover of English Football & vintage kits, music junkie, caring & loyal husband, and father of 2 lovely little rugrats!

Andrew Dobson's Current Company Details
Objective Financial Partners Inc.

Objective Financial Partners Inc.

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CFP®, CIM®,Advice-only Financial Planner at Objective Financial Partners Inc.
markham, ontario, canada
Employees:
8
Andrew Dobson Work Experience Details
  • Objective Financial Partners Inc.
    Certified Financial Planner
    Objective Financial Partners Inc. May 2021 - Present
    London, Ontario, Canada
  • Moody'S Analytics
    Subject Matter Expert
    Moody'S Analytics Nov 2015 - Aug 2024
    Toronto, Ontario, Canada
  • Bdo Canada
    Senior Financial Planner
    Bdo Canada Jan 2019 - May 2021
    London, Ontario, Canada
  • Td Wealth Financial Planning
    Financial Planner
    Td Wealth Financial Planning May 2016 - Dec 2018
    Duncan, British Columbia, Canada
    IIROC Licensed - Registered Representative
  • Scotiabank
    Senior Financial Advisor
    Scotiabank Apr 2013 - Apr 2016
    Victoria, British Columbia, Canada
    Dealing Representative (Mutual Fund Dealer)
  • Hsbc Bank Canada
    Premier Relationship Manager/Premium Banker
    Hsbc Bank Canada Oct 2011 - Apr 2013
    Victoria, British Columbia, Canada
    Dealing Representative (Mutual Fund Dealer)
  • Rbc Direct Investing
    Investment Services Representative
    Rbc Direct Investing Oct 2009 - Mar 2011
    Mississauga, Ontario, Canada
    IIROC Licensed - Investment Representative
  • Rbc Insurance
    Customer Service Representative
    Rbc Insurance Sep 2007 - Sep 2009
    Mississauga, Ontario, Canada

Andrew Dobson Skills

Estate Planning Financial Advisory Banking Fixed Income Retirement Planning Sales Financial Planning Portfolio Management Tax Capital Markets Investments Relationship Management Mortgage Lending Finance Asset Allocation Financial Services Equities Wealth Management Mutual Funds Strategic Financial Planning Investment Strategies Credit Customer Service Holistic Financial Planning French Loans Securities Investment Management

Andrew Dobson Education Details

Frequently Asked Questions about Andrew Dobson

What company does Andrew Dobson work for?

Andrew Dobson works for Objective Financial Partners Inc.

What is Andrew Dobson's role at the current company?

Andrew Dobson's current role is CFP®, CIM®,Advice-only Financial Planner at Objective Financial Partners Inc..

What is Andrew Dobson's email address?

Andrew Dobson's email address is andobson@bdo.ca

What is Andrew Dobson's direct phone number?

Andrew Dobson's direct phone number is +177867*****

What schools did Andrew Dobson attend?

Andrew Dobson attended University Of Toronto, Fleming College.

What skills is Andrew Dobson known for?

Andrew Dobson has skills like Estate Planning, Financial Advisory, Banking, Fixed Income, Retirement Planning, Sales, Financial Planning, Portfolio Management, Tax, Capital Markets, Investments, Relationship Management.

Who are Andrew Dobson's colleagues?

Andrew Dobson's colleagues are Jason Maule, Cfp, Anna Golan-Reznick, Cfp ®, Hannah Mcvean, Cfp®, Cim®, Rhonda Elford, Natasha S. Rose, Charlotte Cosburn, Ryan Kurtz, Cpa, Cfp.

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