Find a CEA

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.

An Investment Advisor with over 30 years of financial services experience. CFP, FMA, CIM and CEA.

Providing quality financial planning and investment advice.

I have worked in the finance industry for over 10 years and am passionate about investing, retirement planning and finding suitable insurance solutions.

I have attained multiple designations since starting in the field including: Certified Financial Planner, Chartered Life Underwriter, Certified Health Specialist, Certified Consultant on Aging, Certified Executor Advisor, and my Certified Financial Divorce Specialist. 

I help my clients manage their time, energy and most importantly their money so they can achieve their personal goals. Unlike other financial advisors, I have a client first approach. For example, I have a process to help my clients define their values, clarify their goals, understand their situation. I then create a comprehensive plan and provide a simple checklist that they can follow to achieve their goals.

Consulting, and courses in support of preparing and then living out legacies to ensure families thrive for the long term

Kim is a seasoned advisor with 18 years of experience helping seniors and pre-retirement clients structure income solutions for their most satisfying years.  Kim's core values are based around honesty and integrity, and are the basis for all of her relationships with her clients.  She believes financial planning goes far beyond the numbers.  She believes it is the journey and the execution of the plan as it pertains to personal circumstances that makes the plan fulfilling and effective.  In the ever changing complex world of investing, Kim helps guide her clients through a planning process to ensure that her clients act on their ultimate wishes.

Kim lives in Bolton with her husband and 3 daughters.  She is a community advocate and is a proud member of the local chamber and is a past Chair.    

Kim is a registered Elder Planning Counselor (EPC), Certified Health Insurance Specialist (CHS), is Life Licensed and an Investment Representative, and a securities licensed Financial Advisor. 

Full service financial planning practice.  We specialized in helping our clients through complex business, tax and estate planning.

We are IIROC licensed in Ontario, Quebec and BC, and Life Insurance licensed in Ontario and BC.