CSR Wealth Management
62Developing17 Jerome Crescent, Brampton, ON L6S 2G9, Canada
About
CSR Wealth Management is a financial planning and wealth management firm in Brampton, Ontario, led by Frank Gasper, a life insurance broker with 28 years of experience. The firm offers personalized financial planning, retirement planning, estate planning, life insurance, and RDSP services for individuals and families.
Senior Care Path Summary
CSR Wealth Management works with individuals and families to organize their finances before and after retirement, helping them understand their financial capabilities and plan with confidence. Services include retirement income planning, estate planning, life insurance, and specialized support for families with members who have disabilities, including RDSP setup and management. Frank Gasper offers personalized guidance and complimentary second-opinion consultations to help clients review their current financial situation and explore tax-efficient strategies.
The firm emphasizes accessibility and relationship-building, tailoring plans to reflect each client's personal priorities and values. Clients report feeling supported through in-person meetings and having access to integrated financial tools that make planning and estate matters easier to manage.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Families planning retirement income and tax-efficient withdrawals
- Individuals seeking a second opinion on current financial plans
- Families with a member who has a disability and needs RDSP planning
- People organizing estate planning and life insurance together
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
19 Google reviews
Most recent reviews
Shelley
9 months ago · via Google
I don’t typically create google reviews but for this person Frank Gasper from CSR Wealth Management I felt the absolute need too!!! We have known each other close to 25 years! Our relationship has always been more than just business. He even helped me when my husband passed away and that’s not in his portfolio. You all know the saying “above and beyond”. That’s an understatement in my eyes. I just received approval for the disability tax credit that I would never have gotten if it wasn’t for Frank. He guided me through it all!! He knows me like the back of his hand because he chooses to get to know people as friends and to make partnerships! We have come a long way together and I thank him for everything wholeheartedly!!
Kam - KR Interior Designs
a year ago · via Google
Frank Gasper of CSR Wealth Management is exceptionally personable, professional, and knowledgeable. He provided my family with invaluable guidance and customized a financial plan tailored to our specific needs and goals. Frank’s thoughtful and empathetic approach stands out—he takes the time to truly listen and offers practical, well-informed recommendations to help secure a stronger financial future. Whether you're focused on your current financial situation, planning for the future, or just starting out with young children in mind, I highly recommend reaching out to Frank. His extensive industry experience and trusted, sound advice make him an outstanding partner in financial planning.
Craig Moffitt
a year ago · via Google
Frank and the team at CSR Wealth Management are consummate professionals. With years of experience and knowledge of the national and global economic landscape they are able to provide guidance and reassurance when you need it most. I value Frank and Tawnya's personal approach and their commitment to provide value and client satisfaction. It has been a pleasure working with them over the years. Highly recommended.
Summary of Google Reviews
Summarized by Senior Care Path from CSR Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
CSR Wealth Management holds an excellent 5.0-star rating across 19 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
- A safe, reassuring environment
Services
Licenses & Registrations
- Life insurance broker
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Location
17 Jerome Crescent, Brampton, ON L6S 2G9, Canada
Also serves
- Brampton, Ontario
- Virtual consultations available
- Knowledge of multiple provinces