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Financial Consultant

Frank Gasper

Smart Financial & Retirement Planning for Families

I work with clients to create financial plans designed to lead to a comfortable retirement. In retirement, I help them achieve the most tax efficient way to draw down savings. Estate planning is something I discuss with all my families as we provide insight into how to provide your loved ones with as much of your estate as possible. This simply means, pay less tax or fees after you die.

I have a special interest in helping families who have a child with a disability. I have personal experience with this and am happy to help people navigate the RDSP application process and manage their investments. In addition to the RDSP, steps like a qualified disability trust, Henson Trust or specialized estate planning may be part of a conversation when it comes to disability. Families often don’t work together to ensure the future planning is complete. We find that outcomes are better when all generations of a family unit are educated and work together. Often, well meaning grandparents provide funds to a disabled child, disqualifying them from provincial benefits like ODSP. It doesn’t have to be this way. Set up a meeting with us .

Holistic Financial Planning for Every Stage

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Estate Planning

We help clients create estate plans to ensure their assets are smoothly and tax-efficiently passed to loved ones. Our process includes life insurance, beneficiary planning, and strategies to minimize taxes and financial burdens.

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Child with a disability and their family

We help clients navigate the RDSP, a government-regulated savings plan for individuals with disabilities. We assist with applications, securing grants, investment strategies, and tax-efficient withdrawals to maximize long-term financial security.

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My Process

We help clients determine if our services fit their needs, establish trust, and create a flexible financial strategy, investment plan, and ongoing reviews for long-term financial success.

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Financial Planning

We help clients create financial plans that provide clarity on their current finances and future goals. Our process covers savings, investments, tax strategies, retirement planning, estate considerations, and overall financial security.

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Retirement Planning

We help clients create retirement plans that ensure a tax-efficient and sustainable income strategy. By planning 5–10 years in advance, we optimize savings, investments, and estate considerations for a secure future

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Location

17 Jerome Crescent, Brampton, ON L6S 2G9

Phone Number

P: 905-792-8112 M: 647-226-8921 F: 905-793-8599

Email Address

frank@csrwealth.ca

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