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

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Financial Advice For Regular People

I moved from St. Leonard, Quebec with my parents and 3 siblings to Brampton, Ontario at 13. Honesty, compassion and reliability were an integral part of my modest upbringing.

Frank Gasper holding coffee mug in Brampton office
I worked as a real estate agent for 10 years, which taught me the value of customer service, but it wasn’t my passion. I realized that what I really wanted to do was help people manage their finances so that they still had money left over for living and saving after purchasing a home.

After earning my license in finance and insurance, I worked as a financial advisor at an agency for 3 1/2 years and loved it. In 2000 I ventured out on my own as CSR Wealth Management (CSR stands for Compassion, Service, Reliability) and I’ve never looked back. As a financial advisor, it brings me great joy to help people in good times and to support them through difficult times. I love what I do!

My Approach

  1. Initial Meeting: Get to know each other, gather information and review fees.
  2. Second Meeting: Preliminary recommendations.
  3. Third Meeting: Confirm financial strategy, sign and implement plan! 
  4. Available Anytime: Questions? Contact me; I’m always happy to help.
  5. 6-Month Check-In: Call to review portfolio & answer questions.
  6. Annual Check-In: Meet to review & adjust portfolio as needed.
Frank Gasper holding coffee mug in Brampton office

Let's Work Together To Reach Your Financial Goals

While I know there are many places that offer financial advice, I feel confident that the level of service I offer my clients goes beyond what any robo advisor or bank could offer. This is what you can expect from me:

Annual Review

I provide a thorough review of my clients’ financial goals each year to anticipate problems and identify opportunities. As I get to know them and their family, the value I bring increases, as I can address their needs in a very personal & holistic manner.

Always me, always available

My clients will meet with me every time, which results in mutual trust and understanding. I’m available for my clients day or night and whether it’s a joyous occasion or a sad one, I am by their side every step of the way.

Meet at your home or video

I meet you at your home or by video, at a convenient time for you and your family. That means you don’t need to hire a sitter, rush out the door after a long day or step outside on a cold night.

Range of Products

I choose to work with a variety of well known investment & insurance companies, which allows my clients access to a wide range of products. I am not obligated to work with any one company.

Online Access

My clients have online access to their accounts 24/7 to check balances, review statements, update their personal information and more, putting them in control.

Competitive Fees

There are no hidden fees or extra costs. My fees are competitive with industry standards, but my level of service exceeds them.

Education

I provide my clients with easy to understand resources to help them understand their finances. The more my clients know, the more I can help them.

Click on the links below to learn more about the investment and insurance companies I choose to work with:
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