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The 3 Best Financial Planners In Brampton [2025]

  • Last updated: March 5, 2024

The best financial planners in Brampton can help you plan for your financial future! A financial planner is a professional who helps people make informed decisions about their money. 

They can provide guidance on investments, retirement planning, and other important topics related to finances. Financial planners in Brampton offer a variety of services that are tailored to the needs of their clients. Some popular services include individualized budgeting consultations, long-term investing advice, and creating comprehensive estate plans. 

When you hire a financial planner in Brampton, you’ll get expert advice from someone who understands your unique situation and wants to help you reach your goals financially! We chose these top Brampton finance professionals based on customer reviews (and our own personal experience), as well as their expertise in various areas of finance.

And for financial assistance in other cities of The Greater Toronto Area, it might be worth checking out the best financial planners in Oshawa or Richmond Hill.

Summary

What is the average cost of a financial planner in Brampton?

The cost of a financial planner in Brampton will vary depending on the experience and qualifications of the individual. However, in general, expect to pay an annual fee ranging from $1,000 to $5,000 or more. 

Additionally, many planners charge hourly fees for their services which can be anywhere from $50 to upwards of $200 per hour. 

So while there is no set price tag when it comes to finding a good financial planner in Brampton, expect spending between $2K and over$5K annually on their services.

The Best Financial Planners In Brampton

1) Fair Advice Financial

At the core of Fair Advice Financial’s philosophy is the belief that financial advice should minimize risk while distinctly addressing the client’s objectives. Esteemed for its unbiased guidance, the company crafts individualized strategies that align with the specific financial aspirations of their clients, accentuating a path to reach those milestones throughout their life. Specializing in retirement planning, Fair Advice Financial offers an array of products and services designed to aid individuals in navigating the labyrinth of retirement planning with ease and confidence.

Business Information:

fairadvicefinancial.com
info@fairadvicefinancial.com
+19054517900
7900 Hurontario St #308, Brampton, ON L6Y 0P6, Canada

Pros
  • Open mon-sun
  • Plenty of parking
Cons
  • Can be crowded during popular times
Customer Review:
“Highly recommend this Acupuncture clinic! Excellent acupuncture with cupping/heat applied for gluteal muscle knots & soreness within several sessions! I was very stiff and in pain and my problem was solved so quickly together with maintenance suggestions. The staff are very courteous, thorough and knowledgeable.”
- Megan Robertson
“After trying many remedies to get pregnant we decided to go to Acupuncture Shiatsu Clinic. We followed everything that was suggested and went for a regular acupuncture procedure. Only after couple of months of treatment we are now expecting. We are very grateful for walking us through this journey. I would highly recommend this clinic to anyone who needs help with fertility. Thank you very much.”
- Neha Gulabdas

2) Edward Jones - Financial Advisor: Kuldip Shah

Edward Jones has consistently set itself apart by making a meaningful difference in their clients’ lives. Spearheaded by Financial Advisor Kuldip Shah, this firm combines a tradition of dedicated customer service with comprehensive financial planning. Whether it’s achieving financial stability, setting long-term financial goals, or navigating market uncertainties, the firm has a storied history of leading its clients to financial success, thereby impacting their overall well-being and security.

Business Information:

edwardjones.ca
+19057961639
499 Main St S Unit 60g, Brampton, ON L6Y 1N7, Canada

Customer Review:
“Highly recommend this Acupuncture clinic! Excellent acupuncture with cupping/heat applied for gluteal muscle knots & soreness within several sessions! I was very stiff and in pain and my problem was solved so quickly together with maintenance suggestions. The staff are very courteous, thorough and knowledgeable.”
- Megan Robertson
“After trying many remedies to get pregnant we decided to go to Acupuncture Shiatsu Clinic. We followed everything that was suggested and went for a regular acupuncture procedure. Only after couple of months of treatment we are now expecting. We are very grateful for walking us through this journey. I would highly recommend this clinic to anyone who needs help with fertility. Thank you very much.”
- Neha Gulabdas

3) CSR Wealth Management

CSR Wealth Management champions the access to top-tier financial advice for every individual, including those under 49 with disabilities and families with children navigating disabilities. Specializing in comprehensive financial planning, their expert team offers support through aids like the disability tax credit (DTC) and registered disability savings plan (RDSP), among other services. With an empathetic approach, CSR Wealth Management ensures that world-class financial advice isn’t just reserved for the affluent but is accessible to a broader demographic.

Business Information:

csrwealth.ca
frank@csrwealth.ca
+19057928112
17 Jerome Crescent, Brampton, ON L6S 2G9, Canada

Pros
  • Outside food allowed
Cons
  • Weekday hours change frequently
Customer Review:
“Highly recommend this Acupuncture clinic! Excellent acupuncture with cupping/heat applied for gluteal muscle knots & soreness within several sessions! I was very stiff and in pain and my problem was solved so quickly together with maintenance suggestions. The staff are very courteous, thorough and knowledgeable.”
- Megan Robertson
“After trying many remedies to get pregnant we decided to go to Acupuncture Shiatsu Clinic. We followed everything that was suggested and went for a regular acupuncture procedure. Only after couple of months of treatment we are now expecting. We are very grateful for walking us through this journey. I would highly recommend this clinic to anyone who needs help with fertility. Thank you very much.”
- Neha Gulabdas
FAQs About Financial Planners
A financial planner helps people make wise choices about money. They may help individuals build a budget, identify and save for their long-term goals, or provide advice on investing.
Financial planners are licensed professionals who provide advice on financial planning and investing. Advisors, in contrast, are registered representatives or brokers who sell products and services such as mutual funds.
A normal fee for a financial planner typically ranges from $100 to $200 per hour.
It’s always worth considering whether it makes sense to pay for a financial planner. Financial planners can help you understand your finances and make recommendations on how to improve them. However, there is no one-size-fits-all approach when it comes to budgeting and planning, so you may need to trial different services before settling on the best option for you.
Conclusion
A financial planner is an expert who helps you navigate your financial future by evaluating your current financial situation. They assist with goal setting, budgeting, and selecting the right investment products to meet those goals.

In Brampton, financial planners can be found at various institutions, such as banks, credit unions, and online brokerages. When selecting a financial planner, it’s crucial to consider their experience, credentials, and fee structure to ensure you receive personalized advice that aligns with your financial aspirations.

If you’re in need of some legal assistance either for your business or yourself, we’ve compiled the lists of the best Brampton legal professionals. So, don’t hesitate to contact them:

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