ABOUT US
Trusted Advisors for Over 15 Years
We work closely with our clients, to help them manage their finances, through a plan that is structured to meet their particular situation. Having a structured financial plan and insurance you can be confident in, is extremely important to overall happiness and success.
Our Story
With hard work, dedication and determination Goals Based Financial Inc,. was founded by Gregory Bennett and Brendan Gordon. This financial planning company has a variety of hard working advisors who have the knowledge and experience to guide their clients to ultimate financial success. For over 15 years Goals Based Financial advisors have been helping people build financial plans that satisfy all of their financial planning goals. At Goals Based Financial Inc., we treat our clients like family, and work hard to build meaningful relationships that last.
Meet The Team
CONTACT
208-1077 BOUNDARY RD.
OSHAWA ON. L1J8P8
EMAIL: [email protected]
PHONE: (905) 728 4315
FAX: (905) 721 8287
QUICK LINKS
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BRENDAN GORDON Managing Partner
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.
Email: [email protected]
Phone: (905) 728 4315
Email: [email protected]
Phone: (905) 728 4315
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.
GREGORY BENNETT Managing Partner
In 2006 Greg joined Freedom 55 Financial and began his journey of providing professional financial advice. He merged his practice with Goals Based Financial Inc., in 2017 as one of the founding partners. Greg has a passion for protecting his clients with the most beneficial insurance products. He is a public speaker throughout Ontario and Eastern Canada.
In 2010 Greg obtained the Certified Health Insurance Specialist (CHS) designation. He has also been a qualifying member of the Million Dollar Round Table, the premier association of financial professionals. Members serve their clients with the exemplary performance and the highest standard of ethics and professional knowledge.
Email: [email protected]
Phone: (905) 728 4315
Email: [email protected]
Phone: (905) 728 4315
In 2006 Greg joined Freedom 55 Financial and began his journey of providing professional financial advice. He merged his practice with Goals Based Financial Inc., in 2017 as one of the founding partners. Greg has a passion for protecting his clients with the most beneficial insurance products. He is a public speaker throughout Ontario and Eastern Canada.
In 2010 Greg obtained the Certified Health Insurance Specialist (CHS) designation. He has also been a qualifying member of the Million Dollar Round Table, the premier association of financial professionals. Members serve their clients with the exemplary performance and the highest standard of ethics and professional knowledge.
BRYAN SCOTT Managing Partner
Bryan graduated from the Odette School of Business in April 2012. He holds a Bachelor of Commerce degree with a concentration in finance. He is recognized as a member of the Golden Key Society for ranking in the top 15% of his class in academics.
Upon graduation, in July 2012, Bryan began his career in the financial services industry.
Since beginning his career, he has been a member of Advocis, The Financial Advisors Association of Canada.
Bryan is the Managing Partner and Co-Principal Planner of Goals Based Advisory and Consulting™, the high-net-worth financial planning division of Goals Based Financial Inc.
Bryan strongly believes in professional development and is an advocate for continuing education. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and holds several other additional professional designations concentrating in financial planning.
Bryan is currently working with STEP Canada towards obtaining his Trust and Estate Practitioner (TEP) designation.
As a CFP Professional, Bryan specializes in comprehensive financial planning in both the personal and corporate landscapes. Bryan’s real passion is consulting with wealth management advisors. He strongly believes that complimenting a wealth management advisor’s practice with holistic financial planning creates a synergy that brings considerable benefit to all aspects of the client’s financial position.
Bryan works very closely with the advisors that he consults with throughout the entirety of his distinct financial planning process. He sincerely believes trust and transparency is the foundation of a successful partnership and yields the best outcome for the advisor’s client.
Bryan uses complex tax and estate planning strategies to formulate clear and concise client recommendations. This enables the client to truly comprehend their financial plan and recognize the value provided by their advisory team.
In Bryan’s time away from the office, he enjoys spending time with his wife, Krista, their children, Lincoln and Marley, and their dog, Lenny. Bryan is also passionate about sports, health and wellness, specifically hockey, golf, baseball, and CrossFit.
Email: [email protected]
Phone: (905) 728 4315
Email: [email protected]
Phone: (905) 728 4315
Bryan graduated from the Odette School of Business in April 2012. He holds a Bachelor of Commerce degree with a concentration in finance. He is recognized as a member of the Golden Key Society for ranking in the top 15% of his class in academics.
Upon graduation, in July 2012, Bryan began his career in the financial services industry.
Since beginning his career, he has been a member of Advocis, The Financial Advisors Association of Canada.
Bryan is the Managing Partner and Co-Principal Planner of Goals Based Advisory and Consulting™, the high-net-worth financial planning division of Goals Based Financial Inc.
Bryan strongly believes in professional development and is an advocate for continuing education. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and holds several other additional professional designations concentrating in financial planning.
Bryan is currently working with STEP Canada towards obtaining his Trust and Estate Practitioner (TEP) designation.
As a CFP Professional, Bryan specializes in comprehensive financial planning in both the personal and corporate landscapes. Bryan’s real passion is consulting with wealth management advisors. He strongly believes that complimenting a wealth management advisor’s practice with holistic financial planning creates a synergy that brings considerable benefit to all aspects of the client’s financial position.
Bryan works very closely with the advisors that he consults with throughout the entirety of his distinct financial planning process. He sincerely believes trust and transparency is the foundation of a successful partnership and yields the best outcome for the advisor’s client.
Bryan uses complex tax and estate planning strategies to formulate clear and concise client recommendations. This enables the client to truly comprehend their financial plan and recognize the value provided by their advisory team.
In Bryan’s time away from the office, he enjoys spending time with his wife, Krista, their children, Lincoln and Marley, and their dog, Lenny. Bryan is also passionate about sports, health and wellness, specifically hockey, golf, baseball, and CrossFit.
WARREN FRIEND Senior Partner
Warren began his career with London Life in 1995 working out of the Pickering office and since then he has provided advice and service to hundreds of people throughout the GTA and beyond. In 25 years Warren has seen it all and experienced the many changes that have come to the financial planning industry. Adapting to change and helping guide his clients through it has made him a successful and trusted investment advisor.
In January 2020 Warren joined the GBF Planning group. This move provided his clients with access to a more specialized and dynamic team of planners that will help them navigate the changes ahead. Warren is a member of the Million Dollar Round Table and a Reader’s Choice Award Winner.
Email: [email protected]
Phone: (905) 576 3553
Email: [email protected]
Phone: (905) 576 3553
Warren began his career with London Life in 1995 working out of the Pickering office and since then he has provided advice and service to hundreds of people throughout the GTA and beyond. In 25 years Warren has seen it all and experienced the many changes that have come to the financial planning industry. Adapting to change and helping guide his clients through it has made him a successful and trusted investment advisor.
In January 2020 Warren joined the GBF Planning group. This move provided his clients with access to a more specialized and dynamic team of planners that will help them navigate the changes ahead. Warren is a member of the Million Dollar Round Table and a Reader’s Choice Award Winner.
REGAN SYRETT Senior Partner
Regan began his career as a financial advisor in 2007. He brings over 15 years experience in the financial industry. Prior to that, Regan also had a passion for real estate and previously sold real estate in Vancouver and time share condos in Europe.
Regan’s hobbies include travelling, water sports – especially surfing and enjoys spending time with his 2 young kids.
Email: [email protected]
Phone: (905) 728 4315
Email: [email protected]
Phone: (905) 728 4315
Regan began his career as a financial advisor in 2007. He brings over 15 years experience in the financial industry. Prior to that, Regan also had a passion for real estate and previously sold real estate in Vancouver and time share condos in Europe.
Regan’s hobbies include travelling, water sports – especially surfing and enjoys spending time with his 2 young kids.
DEBORAH AGUIRRE Operations Manager
Deborah grew up in Toronto and graduated from Humber College where she’s studied Business Administration. After working in the financial industry for over 14 years, she decided to pursue her journey in the insurance industry as a financial advisor. In early 2017 she was recruited by joined Goals Based Financial Inc to provide support to them as the Operations Manager.
She is committed to providing professional service to her team as well as their clients. Her role has provided her the opportunity to learn and be a part of a team that is professional, and passionate about what they do.
When Deborah is not in the office, she enjoys going camping with her family, volunteering at her church and in her community.
Email: [email protected]
Phone: (905) 728 4315
Email: [email protected]
Phone: (905) 728 4315
Deborah grew up in Toronto and graduated from Humber College where she’s studied Business Administration. After working in the financial industry for over 14 years, she decided to pursue her journey in the insurance industry as a financial advisor. In early 2017 she was recruited by joined Goals Based Financial Inc to provide support to them as the Operations Manager.
She is committed to providing professional service to her team as well as their clients. Her role has provided her the opportunity to learn and be a part of a team that is professional, and passionate about what they do.
When Deborah is not in the office, she enjoys going camping with her family, volunteering at her church and in her community.
MARCI BRISEBOIS Marketing Associate
Marci Brisebois joined the Goals Based Financial team in spring of 2022 as a marketing assistant. Marci brings over twelve years of customer service experience with expertise in customer relations.
She enjoys working with people and the challenge of a fast passed work environment. When not in the office she enjoys spending time in the outdoors with her family or relaxing with a good book.
Email: [email protected]
Phone: (905) 728 4315
Email: [email protected]
Phone: (905) 728 4315
Marci Brisebois joined the Goals Based Financial team in spring of 2022 as a marketing assistant. Marci brings over twelve years of customer service experience with expertise in customer relations.
She enjoys working with people and the challenge of a fast passed work environment. When not in the office she enjoys spending time in the outdoors with her family or relaxing with a good book.
LINDA FISHER Marketing Associate
Linda joined Freedom 55 as a financial advisor in 1997. She is grateful to have met so many wonderful individuals through her practice. She retired in late 2015, handing over the trust and care of her clients to GBF. She returned and joined GBF in a part time role to assist with client management.
Linda is enjoying spending time with her family. She cherishes her time walked on “her” beach in Port Elgin, Ontario.
Email: [email protected]
Phone: (905) 728 4315
Email: [email protected]
Phone: (905) 728 4315
Linda joined Freedom 55 as a financial advisor in 1997. She is grateful to have met so many wonderful individuals through her practice. She retired in late 2015, handing over the trust and care of her clients to GBF. She returned and joined GBF in a part time role to assist with client management.
Linda is enjoying spending time with her family. She cherishes her time walked on “her” beach in Port Elgin, Ontario.
HEATHER BELL Marketing Associate
Heather Bell became a valued member of the Goals Based Financial team in March 2023, working as a marketing associate. With her extensive background in delivering top-notch customer service, including numerous years in the financial services sector, Heather adds substantial value to our team. She is known for her upbeat personality and team spirit, consistently assisting our clients in reaching their financial goals to the best of their ability.
Away from the office, Heather values family time. She can often be found west of Toronto at her family trailer, where she enjoys relaxation, boating, reading, and evening campfires.
Email: [email protected]
Phone: (905) 728 4315
Email: [email protected]
Phone: (905) 728 4315
Heather Bell became a valued member of the Goals Based Financial team in March 2023, working as a marketing associate. With her extensive background in delivering top-notch customer service, including numerous years in the financial services sector, Heather adds substantial value to our team. She is known for her upbeat personality and team spirit, consistently assisting our clients in reaching their financial goals to the best of their ability. Away from the office, Heather values family time. She can often be found west of Toronto at her family trailer, where she enjoys relaxation, boating, reading, and evening campfires.
