Montera Wealth Inc | Estate Planning & Tax Planning
54Developing80 Maritime Ontario Blvd Ste 240, Brampton, ON L6S 0E7, Canada
About
Montera Wealth is a financial planning firm in Brampton, Ontario that combines wealth advisors, tax planners, and tax lawyers to deliver comprehensive wealth management, tax advisory, and estate planning strategies for high-net-worth individuals and business owners.
Senior Care Path Summary
Montera Wealth helps clients protect and grow their wealth through comprehensive tax-efficient financial strategies. They specialize in estate planning, wealth transfer, and legacy planning designed to pass assets to future generations with minimal tax impact. Their integrated approach combines portfolio management, tax optimization, and trust structuring to align with each client's long-term goals.
With over 15 years of combined industry experience, their team offers a family office experience with access to wealth advisors, tax planners, and tax lawyers in one place. They provide ongoing portfolio monitoring and proactive planning to adapt to changing tax laws and market conditions.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Affluent retirees planning wealth transfer and legacy
- Business owners optimizing tax-efficient wealth strategies
- High-net-worth individuals seeking comprehensive estate planning
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
4 Google reviews
Most recent reviews
Nirav Modi
a year ago · via Google
I had an outstanding experience working with Gursher. From the very beginning, they were professional, knowledgeable, and genuinely cared about helping me choose the best life insurance plan tailored to my needs. Gursher took the time to explain every detail clearly, answered all my questions patiently, and made the entire process smooth and stress-free. I now feel confident and secure knowing my family's future is protected. Highly recommend their services to anyone looking for trustworthy and personalized insurance advice!
manpreet singh
a year ago · via Google
Montera Wealth has been an exceptional partner to work with. Their team is incredibly knowledgeable, professional, and genuinely committed to helping their clients achieve long-term financial growth. We've had the pleasure of collaborating with Gursher on several projects. I highly recommend Montera Wealth to anyone looking for a trusted financial advisory firm that truly puts its clients first.
Reception GSA
a year ago · via Google
Best in the life insurance business! Helped us with corporate insurance policies!
Summary of Google Reviews
Summarized by Senior Care Path from Montera Wealth Inc | Estate Planning & Tax Planning's Google rating and recent reviews. Confirm specifics with the provider.
Montera Wealth Inc | Estate Planning & Tax Planning holds an excellent 5.0-star rating across 4 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
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
Frequently Asked Questions
What services does Montera Wealth Inc | Estate Planning & Tax Planning offer?
Montera Wealth Inc | Estate Planning & Tax Planning is a financial planning provider in Brampton, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
How do I book an appointment with Montera Wealth Inc | Estate Planning & Tax Planning?
You can call Montera Wealth Inc | Estate Planning & Tax Planning directly at (289) 233-2087, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Brampton. It is free, with no pressure.
Is Montera Wealth Inc | Estate Planning & Tax Planning verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
80 Maritime Ontario Blvd Ste 240, Brampton, ON L6S 0E7, Canada
Also serves
- Brampton, Ontario