Senior Care Path

Best Financial Planning in Brampton, ON

Brampton has 9 financial planners on Senior Care Path, averaging 5.0 stars across 171 Google reviews. Ranked by our SCP Confidence Score, our 100-point trust rating, the strongest right now are Edward Jones - Kuldip Shah, Kevin Moniz Financial Advisor and CSR Wealth Management.

Financial planners help families understand the cost of care and how to pay for it, drawing on pensions, savings, home equity, insurance, and government benefits to build a sustainable plan.

Below you will find every provider ranked by Confidence Score, real reviews, what these services cost and how to fund them, what to look for, and local guidance, so you can compare with clarity and reach out when you are ready. Updated September 2026.

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Brampton Financial Planners | 171 Reviews

9 financial planners

Edward Jones - Kuldip Shah

Brampton, ON

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Edward Jones - Kuldip Shah 4
62/ 100

Developing confidence

5.0(49 reviews)

“Kuldip Shah is a professional, knowledgeable, and highly accessible financial advisor at Edward Jones. He provides advice from a broader perspective, takes...”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

Kuldip Shah helps clients plan for retirement through savings strategies and wealth protection. His focus areas include retirement planning, intergenerational planning, and helping with... Read more

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Kevin Moniz Financial Advisor

Brampton, ON

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62/ 100

Developing confidence

5.0(29 reviews)

“I can’t say enough about the excellent counsel and professional advice I have received from Kevin! His genuine concern for our family’s welfare and caring,...”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

Personalized financial security planning tailored to your specific needs, whether you are building wealth, saving for major goals, or planning retirement. The practice... Read more

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CSR Wealth Management

Brampton, ON

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CSR Wealth Management 4
62/ 100

Developing confidence

5.0(19 reviews)

“Frank Gasper of CSR Wealth Management is exceptionally personable, professional, and knowledgeable. He provided my family with invaluable guidance and...”

Licensed & accreditedLicensed & accreditedSeniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

Works with individuals and families to organize their finances before and after retirement, helping them understand their financial capabilities and plan with... Read more

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Fair Advice Financial Inc.

Brampton, ON

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Fair Advice Financial Inc. 2
54/ 100

Developing confidence

5.0(11 reviews)

“Amazing service. Staff is very professional and always quick to respond to any questions. Mr. Nahal is very experience and takes time explaining different...”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

Helps clients navigate retirement planning, financial planning, investment management, and estate planning tailored to individual goals. They emphasize trust,... Read more

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Montera Wealth Inc | Estate Planning & Tax Planning

Brampton, ON

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Montera Wealth Inc | Estate Planning & Tax Planning 4
54/ 100

Developing confidence

5.0(4 reviews)

“I had an outstanding experience working with Gursher. From the very beginning, they were professional, knowledgeable, and genuinely cared about helping me...”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

Helps clients protect and grow their wealth through comprehensive tax-efficient financial strategies. They specialize in estate planning, wealth transfer, and legacy planning... Read more

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Best Planners Inc.

Brampton, ON

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Best Planners Inc. 4
52/ 100

Developing confidence

5.0(39 reviews)

“Mr. Jatinder Singh's financial advisory services have been instrumental in guiding me towards the optimal allocation and diversification of my funds. From the...”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

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PW Wealth Incorporated

Brampton, ON

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PW Wealth Incorporated 4
44/ 100

Limited confidence

5.0(9 reviews)

“My experience with PW Wealth Incorporated over the past 5 years has been nothing but positive. The property manager behind this company is Andrea. She...”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

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Sharma & Associates Private Wealth Management

Brampton, ON

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Sharma & Associates Private Wealth Management 4
44/ 100

Limited confidence

5.0(1 reviews)

“Great service, always punctual for meeting time, respects our time and privacy. Helped me to retire early.”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

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Sophie bun financial advisor

Brampton, ON

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Sophie bun financial advisor 4
34/ 100

Limited confidence

5.0(10 reviews)

“Sophie help me open my sons and myself BMO Insurance retirement plan, which is permanent life insurance and supplement income for retirement.I am so glade she...”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

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Local financial planners from public business listings, scored on public Google signals. Senior Care Path hasn't independently vetted every one, so always confirm credentials, registration, and fit before booking.

Our methodology

How we rank the Brampton financial planners above

We order every provider by our SCP Confidence Score, a 100-point rating built from the signals families tell us matter most:

  • A strong Google rating and a real volume of verified reviews
  • Complete, verified contact and location details
  • Published credentials, accreditations, and areas of focus
  • Independent verification and listing completeness

171

Google reviews

Star ratings and written reviews come straight from Google, so the feedback is from real clients across these 9 financial planners, never written by us.

100-point

SCP Confidence Score

Our own trust rating, recomputed as listings are verified and updated, decides the order above. It answers one question: can you trust this provider?

How Brampton financial planners are rated

Google star ratings across 9 financial planners.

  • 4.5 and up9
  • 4.0 to 4.40
  • 3.5 to 3.90
  • Under 3.50

Confidence Score range

How the 9 Brampton financial planners fall across our trust tiers.

  • High0 communities
  • Good0 communities
  • Developing6 communities
  • Limited3 communities

Table of contents

  1. 01How much do financial planners cost in Brampton?
  2. 02What families are saying
  3. 03Who these providers help most
  4. 04How to choose financial planners in Brampton
  5. 05Frequently asked questions

How much do financial planners cost in Brampton?

Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee. What moves the price: Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are.

A one-time, fee-only plan can be money well spent when weighing home care against a move, or deciding how to use home equity. Ask any advisor how they are compensated before you begin.

What families are saying about financial planners in Brampton

A 5.0 star average across 171 Google reviews of 9 financial planners. Here is a sample, straight from clients and families.

“Kuldip Shah is a professional, knowledgeable, and highly accessible financial advisor at Edward Jones. He provides advice from a broader perspective, takes time to explain options clearly, and is always responsive. I value his thoughtful...”
ASHOK BATISH on Edward Jones - Kuldip Shah
“The services provided by Mr. Aneja and his office are beyond words. Mr. Aneja has provided my family sound financial advice for the past 6 years. Mr. Aneja is readily available for his client's needs and has vast knowledge to help you. Mr....”
Muhammad Arfan on Best Planners Inc.
“I can’t say enough about the excellent counsel and professional advice I have received from Kevin! His genuine concern for our family’s welfare and caring, thoughtful approach to our financial planning is what impressed me the most. His...”
Denise Dias on Kevin Moniz Financial Advisor
“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...”
Shelley on CSR Wealth Management
“Mr. Nahal is Very polite and good natured person. He always attend the call immediately and explain in detail.👍👍”
Jk D on Fair Advice Financial Inc.
“Sophie help me open my sons and myself BMO Insurance retirement plan, which is permanent life insurance and supplement income for retirement.I am so glade she explained me a lot about this plan because I had permanent life insurance with...”
Chanh Huynh on Sophie bun financial advisor

Who these providers help most across Brampton financial planners

Drawn from the details each provider publishes, a quick read on what is common locally and what sets a provider apart.

Share of the 5 financial planners that publish this detail.

  • Affluent retirees planning wealth transfer and legacy20%
  • Business owners optimizing tax-efficient wealth strategies20%
  • Business owners with retirement planning needs20%
  • Clients planning for retirement20%
  • Clients seeking comprehensive financial security planning20%
  • Clients seeking investment management and life insurance20%
  • Families considering intergenerational planning20%
  • Families planning for retirement20%

How to choose financial planners in Brampton

Brampton families comparing financial planners have 9 options to weigh. Start with your needs and budget, then shortlist by reviews, credentials, and fit, and reach out directly to confirm availability. Here is what to look for:

  • A planner experienced with retirement income and funding care, ideally a CFP
  • Clarity on how they are paid (fee-only, commission, or both)
  • A written plan that models care costs against pensions, savings, and benefits

Frequently asked questions

How much do financial planners cost in Brampton?
Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. Costs in Brampton also depend on the provider and your needs.
How many financial planners are listed in Brampton?
Senior Care Path lists 9 financial planners serving Brampton, Ontario, each with a Confidence Score, Google rating, recent reviews, and direct contact details.
How are the financial planners ranked?
By our Confidence Score, a 100-point rating built from real signals like reviews, verified details, and completeness. The strongest, most complete listings rise to the top.
How do I choose financial planners in Brampton?
Compare by Confidence Score, rating, and reviews, then confirm credentials and fit. A planner experienced with retirement income and funding care, ideally a CFP.

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