“This team is fantastic! Before working with GBF, I was dealing with a larger broker that was costing me money with their high fees and lack of returns. GBF provided me with lower fees and better rates of returns than the big banks or brokers. Their service is truly excellent their advisors take a vested interest in their clients and will always go above and beyond to help. If you are looking for good advice, great returns and a long-lasting relationship, this is the firm for you! I have been with GBF for over 10 years and I look forward to working with them moving forward.”

“My husband and I visited Greg looking for an alternative to mortgage insurance. What we got was way more than just insurance. Ten years later, we now have a secure financial future, an investment plan and a solid route to a comfortable retirement. Working with Greg and his team has been an amazing experience.”

“Our experience with Greg has been fantastic. We have worked side-by-side with him to ensure the financial security of our family. Greg is honest, personable, and genuinely wants the best for his clients; this has been made clear to us on several occasions. During one of our first meetings, I remember Greg was saying that his goal was to sit down with us in 20 years knowing he gave our family the best financial advice possible.”

“I always appreciate the friendly customer service I receive at Goals Based Financial Inc., their advisors go above and beyond to ensure you make fully informed decisions at all times. Working with Jonathan I was able to secure the proper coverage for my home which really gave me a piece of mind.”

“The team at Goals Based Financial Inc., helped us by analyzing our financial situation while considering our wants and needs. My wife and I have built a great relationship with the advisors at GBF. They make financial planning very easy for their clients and they have given us a future we can really look forward to.”