Tailored planning to achieve your needs and goals
Within the GBAC division of Goals Based Financial, Certified Financial Planner’s (CFP) Bryan Scott and Brendan Gordon follow a personalized and systematic approach to each client’s specific goals and objectives. Each engagement leverages the use of Conquest, the leading financial planning software in Canada. Conquest Planning offers a simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans.
Clients we’ve worked with
Bryan has been my financial advisor for the past 12 years. He told me at the time that his focus was planning for my financial future. With my retirement looming, he has shown me his expertise in helping me, and I’m sure many others, in the best ways to maximize my financial well-being, especially over these last few volatile years.Bryan and Brendan at GBAC are very adept in their financial planning process. They use planning software that allows them to continually update and adjust my financial plan every year. I am confident that Bryan & Brendan will continue to give me the best advice to get me to my goal of a comfortable retirement.
Bryan Scott was brought onboard to consult with my wealth advisor on my financial plan due to its unique complexity. Two previous advisors could not provide support and counsel. Bryan's expertise and sound advice was paramount, and we were able to execute a peerless plan that provides immediate benefit as well as robust retirement strategies. I highly recommend both Bryan and Brendan for your financial planning needs.