In 2007 Brendan graduated from the University of Guelph and started his career providing financial advice to a variety of clients. He completed an honors degree at the University of Guelph majoring in economics and finance. He started his career at Freedom 55 Financial as a financial security advisor until 2017 when he merged his practice Goals Based Financial Inc., as one of the founding partners. Brendan is a second-generation financial advisor, having followed in his father's career path which began in 1980.

To advance his knowledge and expertise in the Finance industry, Brendan has obtained his Certified Financial Planner (CFP) designation, his Canadian Health Insurance Specialist (CHS) designation, and his Chartered Life Underwriter (CLU) designation. He continues to pursue a higher education every year. He is a qualifying member of the Million Dollar Round Table, the premier association of financial professionals. Brendan is also a member of Advocis, the Financial Advisors Association of Canada.