Frank's typical clients:
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 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, 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.
Below is a brief description of my most typical clients.
The Earning Years
Our typical clients:
- 30-50 years old
- Individual or married couple, with/without children
- Household income of $70k - 100k+
- Questions about the RRSP, TFSA, RESP, life insurance, pension
- Interested in financial planning for individual in Brampton and learning how to optimize cash flow to build wealth
- Focused on saving for a child’s education and/or retirement
- Ready to commit to aligning investments with financial goals and family financial planning in Brampton
Retired or Near Retirement
Our typical clients:
- 50+ years old
- Investable assets of $300k+
- Questions about their RRSP/RRIF, TFSA, LIRA/LIF, pension
- RRIF conversion
- Committed to maximizing savings in final working years
- Want guidance on work pension and/or CPP
- Focused on minimizing taxes in retirement and estate planning
- Want to leave a legacy for family or to charity
- Charitable giving planning
Individual or Child with a Disability & their Family
Our typical RDSP clients: