Frank’s clients are looking for a trusted financial advisor to help them organize and plan their finances pre- and post-retirement in a way that benefits their family the most. Some already have investments but want more support than they are getting and others are looking for a second opinion.
Frank Gasper is the owner and financial advisor at CSR Wealth Management and has 25 years experience helping people. He is a life insurance broker who offers personalized financial planning and wealth management, life insurance, honest advice and investment management all in one place.
Frank helps individuals and families manage their money at every stage of life, so that they can stop spending time worrying about finances and start spending time with the people they love and doing the things they enjoy.
There are several accounts you can use to save for a home these days. Choosing the best ones to use can be confusing though. Find out which accounts you can choose from and why some are better than others.
The First Home Savings Account or FHSA is a tax advantaged account introduced by the federal government in April 2023. It's one of the best accounts a qualifying person can open, for many reasons. This article reviews the basic rules around the FHSA and highlights its many features and benefits. The Purpose of the FHSA The main purpose of the FHSA is to help people save for a down payment to purchase real estate, especially...
A tax rebate is not equal to a lottery win, even though it might feel that way. In many cases, a tax rebate is generated from RRSP contributions. In this case, the tax in your hand today, will have to paid eventually. This is why we encourage clients to invest their tax rebate for long-term growth. This helps ensure a financially secure retirement. while still allowing for enjoyment today.
Looking For a Second Opinion?
Maybe you already have a financial planner or have access to one through your bank, but you’d like reassurance that their advice is in your best interest? Or maybe they aren’t offering advice at all?
Feel free to book a complimentary appointment with me for a second opinion. I will review your investment portfolio with you and provide you a dynamic financial plan and wealth management and ensure you’re invested in the right accounts and what you could do differently to reach your financial goals sooner. We encourage you to see why a relationship with CSR Wealth will work for you.
