CSR Wealth Management

I connected with Frank after making a career change and recognized the need to better plan for my family's financial future. Frank is very knowledgeable and has used his expertise to help us model different scenarios. He took the time to learn about our family, our current situation and future goals. We now have a clear path to follow that reflects our personal priorities. I highly recommend Frank!

Frank has always given me great advice and direction,. He is the definition of honest, respected individual who is truly looking out for the best interest of me and my family. I have referred Frank to friends and family in the past and will continue to do so. Thanks Frank

Loved working with Frank on getting our finances in order as well as our estate planning and financial plan for retirement, RESP's and RDSP's. His knowledge and down-to-earth manner was great, he gave our family the tools to be realistic and proactive in creating our financial wellbeing, something we can pass onto our kids. Being in a different province (and possible future moves) wasn't an issue as he is knowledgable about other jurisdictions and willing to find out more details or scout out qualified people to connect with in those provinces for certain aspects of our financial plan (RDSP/Mortgage specifically). I really love having everything in one place and easy to access with Glidepath, super easy for the estate planning aspect as well as just everyday financial dealings. I am happy to continue to work with Frank for the years to come and he made such an overwhelming task of getting our finances in order a manageable one and even enjoyable as we watch our money grow. Highly recommend Frank and his team!

I knew that a financial planner could help me but I had no clue who to go to or who to trust. Frank Gasper made me feel comfortable because I met with him at a coffee shop the first time and eventually at his home office where he walked me through a savings & investment plan. Simple, straight-forward advice and guidance that is helping me save, invest and plan for a future that I can afford. Thanks Frank, I will recommend and endorse you.

Amazing experience dealing with Frank and his team. Very knowledgable and informative with any questions we had. Would highly recommend CSR Wealth to anyone wanting to take their investment portfolio to the next level.

Frank is a true professional in the industry. His vast knowledge of smart investing options will help you towards retirement.

Frank has spent several in-person meetings to get to know us, and as a result, we have a heightened sense of awareness of our financial capabilities. He is able to facilitate a plan that is uniquely reflective of our personal priorities, and his suggestions for future plans incorporate our own desires for our retirement. He is likable, knowledgeable, and trustworthy.

Frank has been helping us plan our retirement for years. We have recommended him to family and friends over the years. Frank is always approachable and gives you the advise and answers you need. He is friendly and speaks to you as a person and not an industry insider. Frank can help you build a plan for your families future.

Well worth the conversation. The breadth depth of knowledge will more than meet your expectations.

I am new to investing, and Frank and his team have made it an easy process to understand everything they offer and the steps to making money from your money. I highly recommend this group for any possible investments. The ability to make Clear transparent decision making abilities, as everything is explained, which helps alot, especially for a newbie like me!