Who We Serve

My typical clients are looking for a trusted financial advisor who will help them organize, plan and invest their finances and provide financial planning for individuals and families from Brampton, across the GTA and Canada, whether it be to build wealth, minimize tax in retirement or estate planning. They also want to be able to call a trusted partner, anytime they need to, for financial advice.

Families who have a child with a disability qualify for or need the Disability Tax Credit, or individuals under 49 years of age who have a disability themselves, are looking for expertise, support and family financial planning as they navigate aid like the disability tax credit (DTC) and registered disability savings plan (RDSP).  We have built strategic partnerships for learning and accessing disability related resources. Partners for Planning , (P4P) as well as Benefits2 are integral in getting our clients the help they may need throughout their life journey.

Clients want all of the above in one place, for a reasonable fee. While CSR Wealth Management serves Brampton locally we are able to offer families financial planning in Canada. Our technology and communication platform will stay on top of your plan no matter where you are.

In exchange, I welcome clients who are committed to getting their finances organized, are willing to take the steps they need to make their plan work for them and are engaged in staying on top of their plan through regular meetings.