More than smart investing & honest advice, we're with you every step of the way.

Honest Financial Advice

Frank Gasper lives and works in Brampton, Ontario with his family. As a husband, father to three daughters, grandfather to one (and another one the way!), entrepreneur and home owner, he knows all about the challenges of making money stretch.

His honest, straight-forward approach to financial planning and investing is ideal for people who are interested in learning more about personal finance, creating a financial plan to help them set goals and who are committed to seeing it through.

As your dedicated financial advisor, Frank makes himself available to his clients anytime, for questions big or small. He takes the time to get to know your family and your personal financial situation so that he can make sure your investment plan is thorough and works hard to protect your loved ones. 

Services Frank Gasper offers:

  • Low-fee ETF investments through Glidepath Portfoilio Services
  • Customized investment portfolio with your own dedicated manager
  • Advice and education about the RRSP/RRIF, LIRA/LIF, RESP, RDSP and TFSA
  • Personalized financial plans for all stages of life, reviewed annually
  • Life & disability insurance for different stages of life (if needed)
  • Preparing for retirement
  • Estate planning 
  • Group RRSP matching and health benefit plans for small businesses

Who should contact Frank Gasper? 

Frank Gasper's clients are interested in learning more about personal finance and are committed to creating a solid financial plan for themselves and their family. They like the idea of low-fee ETF investments for their RRSP/RRIF, TFSA, RESP, RDSP, LIRA/LIF and more. They are also comforted by knowing they have one dedicated financial advisor, Frank Gasper, to call when they have money-related questions or need to make changes to their financial plan. 

As a parent of 20-somethings, Frank is well versed at helping young people begin their investment journey including saving for a home, retirement and planning for a family.

Many of his clients are well established in their careers and are juggling a mortgage, education savings, childcare costs, and saving for retirement. He knows first hand what this is like and has some great ideas for how to make this a little less painful. 

Frank also enjoys offering guidance to those who are perparing for retirement or are retired. These clients have told him they like knowing they can call Frank, a familiar voice, when they want advice on minimizing taxes, income splitting, deciding whether to delay CPP and OAS, estate planning or making their retirement dollars stretch. 

Finally, Frank has a special interest in Registered Disability Savings Plans (RDSPs). He offers help to individuals and families applying for the RDSP including navigating the application process, understanding how to maximize the government grant and/or bond and ensuring the beneficiary is set up for a solid financial future. 

What Can Frank Gasper's Clients Expect?

  • Education and resouces on personal finance
  • Low-fee ETF investments through Glidepath Portfolio Services 
  • Customized investment portfolio by a dedicated manager at Glidepath
  • Personalized financial plan, reviewed annually
  • Financial advice anytime you need it directly from Frank Gasper
  • Monthly newsletter with relevant reminders and financial updates
  • Online access to your investment portfolio 

My blog is a great place to learn more about personal finances.

Latest News

Smart Ways To Use Your Tax Rebate

Posted by Frank Gasper on 9 February 2021
Smart Ways To Use Your Tax Rebate
On average, the tax rebate Canadian's received for 2020 was $1,850. How you use your tax rebate can have a huge impa...

Set Yourself up for Financial Success in 2021

Posted by Frank Gasper on 19 January 2021
Set Yourself up for Financial Success in 2021
Whether you set new year resolutions or not, taking one step toward improving your financial literacy and applying that...

Everything You Need to Know About RESPs, But Probably Don't

Posted by Frank Gasper on 2 July 2020
Everything You Need to Know About RESPs, But Probably Don't
RESP Basics You likely know that a Registered Education Saving Plan (RESP) is intended to save money for your child...
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More than smart investing and honest advice,
we're with you every step of the way.

Contact Frank

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