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Financial Advisor Brampton, Ontario

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

His honest, straight-forward approach to financial planning and family wealth management is ideal for people who are interested in learning more about personal finance, want to create 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 financial plan is thorough and works hard to protect your loved ones.

Services Frank Gasper offers 

  • Access to low-fee ETF investments and customized portfolio management service with your own dedicated manager through Glidepath Portfolio Services
  • Advice and education on the RRSP/RRIF, LIRA/LIF, RESP, RDSP, TFSA and more
  • 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’s ideal clients are those who are open to learning more about personal finance but like the idea of having help along the way. They want to invest in order to reach their financial goals, even though it might seem daunting, and are comforted in knowing they can call Frank when they have questions or when things in their life changes and they need to revise their financial plan.

Guidance and advice to help you reach your financial goals, every step of the way; that’s what Frank Gasper offers.

Just Starting Out

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

In the Thick Of It

Many of his clients are well established in their careers and are juggling a mortgage, education savings, child care 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.

Retirement is Near or Here

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.

People with disabilities

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 & resources on personal finance to ensure you can make informed decisions
  • Access to low-fee ETF investments through Glidepath Portfolio Services so you keep more of your money
  • Professional investment management service provided by a dedicated portfolio manager at Glidepath Portfolio Services that is customized to your risk tolerance and personal finance goals
  • Personalized financial plan, reviewed and adjusted annually as your life changes
  • Financial advice anytime you need it directly from Frank Gasper, something our clients tell us gives them a sense of comfort
  • Monthly newsletter with reminders and financial updates to keep you up to date and ensure you don’t miss important deadlines
  • Online access to your investment portfolio for peace of mind and a sense of controlA

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

Financial advisory and client relationship management services are provided by CSR Wealth Management. Investment portfolio management service is provided by Glidepath Portfolio Services Inc. Glidepath Portfolio Services Inc. is registered as a Portfolio Manager under the applicable securities regulation of the Ontario Securities Commission. For more information about Glidepath Portfolio Services Inc. please visit www.myglidepath.com. Customer accounts are custodied at CI Investment Services Inc. CI Investment Services Inc. is an IIROC member firm and is a Member of the Canadian Investor Protection Fund. Customers’ accounts are protected by the Canadian Investor Protection Fund for up to $1,000,000 CDN and for more information please visit www.cipf.ca.

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