How we got started
Goals Based Advisory & Consulting™, the high-net-worth financial planning division of Goals Based Financial Inc., was co-created by Certified Financial Planner’s (CFP) Bryan Scott and Brendan Gordon.
We believe that financial planning is an ongoing process, not a one-time event. Taking great pride and care in what we do, we work with our clients on an ongoing basis, providing regular updates and reviews of their financial plans.
Our comprehensive process allows us to make changes and adjustments as needed in order to help our clients stay on track to reach their goals.
Our financial planning process encompasses retirement income planning, tax planning, estate planning, risk management, investment management, and most importantly, emotion and behavioural management.
If you have any questions or inquiries, please use the link below to contact us today.