Financial Planning Oshawa | Goals Based Financial Inc.

Goals Based Financial Inc.

Wealth Managment
With a Focus on Your Future.

At Goals Based financial Inc., we are in the business of meaningful financial planning,
tailored to the unique needs of each of our clients.

Goals Based Financial Inc. is a wealth management company

We offer comprehensive financial planning services to individuals, families & small businesses.

We are dedicated to helping our clients achieve their financial goals, and we take a personal interest in each of our client’s unique circumstances.

We believe that financial planning should be 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.

We offer a wide range of services, including investment management, retirement planning, estate planning, tax planning, and more!

If you have any questions or inquiries, please use the link below to contact us today.

A Focus on Building
Relationships

At Goals Based Financial Inc., we treat our clients as family

Financial planning is about more than just numbers — it’s about building relationships and providing our clients with the support they need to make important decisions about their future.

We take a personal interest in each of our clients, and we strive to build long-term relationships based on trust and mutual respect.

With an understanding that effective communication is the key to any successful relationship, we make it a priority to keep our clients informed about their financial plans. Our belief is that open dialogue is absolutely essential, and we encourage our clients to ask questions and express their concerns.

We want our clients to feel comfortable discussing their finances with us, and we promise to always provide honest, accurate, and helpful information.

Our Wealth Management Services

Goals Based Financial Inc. offers a wide range of wealth management services to help our clients
achieve their financial goals.

Insurance and Risk Management

Insurance planning is extremely important to have for a variety of reasons. What would you do if you were in an accident, became injured, and could not work? Get prepared for any surprises with the insurance planning and risk management strategies we offer.

INVESTMENT MANAGEMENT

At Goals Based Financial Inc. we believe in an asset allocation approach to investing with our clients. Diversifying your assets across different asset classes to maximize potential growth and minimize risk. We offer access to a wide variety of professional money managers to build customized portfolios for our clients.

Retirement Planning

It is very important to us that our clients learn how to save for retirement. Whether you are approaching retirement or are already retired, it is essential to have a comprehensive retirement plan that puts all of your needs first. At Goals Based Financial Inc., the ultimate success of our clients is our driving force.

Estate Planning

A well-thought-out estate plan ensures that you and your family members are cared for if something should happen to you. Having an estate plan can reduce the taxes and expenses of your home and possessions. Estate planning plays an essential role in managing your wealth.

Tax Planning Strategies

Income tax planning allows a taxpayer to make the best use of a variety of tax exemptions. At Goals Based Financial Inc., we can assist you to ensure that you benefit from long-term tax planning strategies and reach your financial goals each year.

BUSINESS SUCCESSION PLANNING

Taxes are the main consideration when it comes to succession planning. Without proper planning you can end up with a larger than expected tax bill. We work with our clients to get the most efficient outcome for their goals and objectives.

TESTIMONIALS

Success Stories
From Our Clients

“Our experience with Greg has been fantastic. We have worked side-by-side with him to ensure the financial secuity 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 on 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've been working with Brendan at Goals Based Financial for over 10 years and I couldn't be happier. He is reliable, trustworthy and always available when I need him. His deep knowledge of financial planning and investments has made it easy to reach my financial goals in a timely fashion. Brendan ensures that all the details are taken care of and that my financial future is secure. He makes sure that we are always making the best decisions and always takes the time to explain everything in detail and make sure I understand what we're doing. With his help, I know that my financial future is safe in the hands of Goals Based Financial."

GET IN TOUCH

We would love to hear from you. If you have any questions or concerns, please do not hesitate to reach out.