Finance Goal

ABOUT US

Background

Finance Goal was founded in 2019 to help private clients achieve financial freedom, and realize additional goals regarding their short-and long-term money management.

The company offers a wide range of services according to each clients' need, ranging from finance management and house economics, all the way to investment consultancy and retirement planning.

The company was founded by Conner O'Neil, a talented and passionate finance expert, who saw the need to educate people on well-planned finances, risk management, budgeting, saving, and other key decisions related to their funds and assets. As CEO and head consultant, Conner believes in working closely with each client, and carefully walking them through the process towards achieving their financial goals.

Based in Vancouver, Finance Goal works with clients across Canada; however, as our work model is primarily remote, we are able and open to sharing our services with additional networks and markets.

Team

In order to keep up with the high demand for the company's services, Finance Goal has grown to include additional members that allow us to provide the most comprehensive service possible.

OUR CORE TEAM INCLUDES:

CEO: Conner O'Neil

Conner serves as the primary company manager, while also providing services as a financial analyst and lead consultant.

CFO: Kate Lin

Kate serves as a key consultant for our clients, while also handling the company's own finances and taxes.

Financial Analyst: Chris Martinek

Chris helps assess opportunities, utilizing financial analysis as well as market research to help make strategic decisions.

Additional Analysts:

Finance Goal works with a strong network of remote and outsourced analysts and researchers to ensure that we are providing each client with the speed and degree of service that they deserve and have come to expect from our company.

Philosophy

At Finance Goal, our philosophy is to really get to know our clients, to understand their goals and needs while considering any restrictions or other factors in their lives that could affect their finances. We seek to help each of our clients achieve financial freedom and any other goal they desire regarding their assets. We accomplish that by constructing clear and strategic financial plans, and mentoring our clients to ensure their long-term financial education.

We also hope to convey to our clients what we believe to be the real 'values' of money.

In our opinion, money is meant for three things:

Emergency

Providing you the ability to take care of yourself or a loved one in any circumstance.

Freedom of choice

Having enough money to embrace big life decisions, for example switching jobs or relocating, without feeling the overwhelming pressure of an active income.

Buying back time

opening more time in your schedule and abilities by being able to afford people and services that accomplish various life tasks, whether cleaning your apartment or cooking the dinner that you order in.

Ultimately, we aim to help our clients achieve their desired goals by instilling in them the education they need to make smart and responsible long-term financial decisions and motivating them with the opportunities their finances can offer them.

Why us?

By investing in our services, our clients know that they are investing in themselves and developing long-term plans and skills that will carry their finances through many years to come.

About us