Who We Serve
We serve families, retirees, individuals, and those needing disability financial planning.
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Financial Consultant
Frank Gasper
Frank’s typical clients
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.
Are you looking for a trusted financial advisor who will help organize, plan and invest your finances and provide financial planning for families from Brampton, across the GTA, Ontario and Canada, whether it be to build wealth, minimize tax in retirement or estate planning. You also want to be able to call a trusted partner, anytime you need financial or planning advice.
Clients want all of the above in one place. While CSR Wealth serves Brampton locally we are able to offer families financial planning in the GTA, Golden Horseshoe and Canada. Our technology and communication platform will stay on top of your plan no matter where you are.
Families Choose CSR Wealth
Clarity in plain language (no jargon, no guesswork).
Compassion for the challenges and hopes you carry.
Commitment to maximizing every dollar for your loved one’s future.
Because at the end of the day, this isn’t just about financial accounts—it’s about dignity, security, and peace of mind.
Walking with you on your journey!
At CSR Wealth, we believe financial planning should open doors—not close them. While every family’s journey is unique, the people we serve share one thing in common: a desire to create security, dignity, and opportunity for their loved ones.
If you or someone you love lives with a disability, the RDSP can unlock up to $90,000 in government grants and bonds—but only if you know how to access it.
For too many families, the process feels overwhelming, and they walk away without the support they deserve. We change that.
- Our deepest focus is helping individuals and families access the Registered Disability Savings Plan (RDSP). Too many Canadians miss out on life-changing government grants and bonds because the system feels complicated, intimidating, or out of reach. We remove the barriers, explain everything in plain language, and guide families step-by-step—so they can secure as much as $90,000 in government contributions toward their loved one’s future. For us, this isn’t just financial planning. It’s advocacy, empowerment, and hope.
- If you or someone you love lives with a disability, the RDSP can unlock up to $90,000 in government grants and bonds—but only if you know how to access it. For too many families, the process feels overwhelming, and they walk away without the support they deserve. We change that. ✅ CTA opportunity:
- “Curious about how much funding your family could receive? [Start a free eligibility review →]” ( DTC )
- “Not sure if you qualify? [Take our quick RDSP Readiness Check →]”
- Focused on learning more about the RDSP & Henson Trust
- Committed to saving for future financial stability
- Many families already hold RDSPs but are missing out on opportunities because their plan is simply “sitting on the shelf.” Banks are great at opening accounts—but not at providing the ongoing service, planning, and growth strategies families truly need. At CSR Wealth, we review your plan, identify missed grants, catch-up opportunities, and optimize investments so your loved one’s future isn’t left to chance.
- Qualify for the Disability Tax Credit ( DTC )
- Household income of $70k - 100k+
- Focused on learning more about the RDSP & Henson Trust
- Committed to saving for future financial stability
