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.
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
Fair Advice Financial believes that advice should manage risk while achieving clear client objectives. Their unbiased financial advice is tailored specifically to each client and their services prioritize each client’s carefully considered objectives. This way, clients will meet their financial goals throughout their lives, giving them great satisfaction and motivation.
In addition, the company offers a variety of retirement planning products and services to help individuals reach their long-term financial goals.This ensures that seniors have everything they need to navigate their way through the complex process of retirement planning successfully.
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:
2) Edward Jones - Financial Advisor: Kuldip Shah
Edward Jones – Financial Advisor: Kuldip Shah is a renowned financial planning company that has always worked to make a difference in their clients’ lives. Throughout their history, they have consistently strived to provide valuable support and advice for those who need it the most.
This dedication to customer service has resulted in countless successes for the firm, including helping individuals achieve their financial goals and achieving stability during difficult times.
Thanks to Edward Jones – Financial Advisor: Kuldip Shah’s efforts, many people are able to live happier and healthier lives thanks to sound financial planning skills.
Business Information:
edwardjones.ca
+19057961639
499 Main St S Unit 60g, Brampton, ON L6Y 1N7, Canada
Customer Review:
3) CSR Wealth Management
At CSR Wealth Management, they believe that everyone deserves access to world-class financial advice. That’s why their mission is to provide the best possible experience for all of their clients – whether they’re looking to build wealth, strategically draw down savings in retirement or plan their estate.
These financial experts also offer a wide range of services designed specifically for those under 49 years old who have disabilities and families with children who have disabilities. Their team of experts offers guidance and support through aid like the disability tax credit (DTC) and registered disability savings plan (RDSP).
In addition, CSR Wealth Management provides an affordable option for those seeking world-class financial advice in one place.
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:
FAQs About Financial Planners
Conclusion
A financial planner is a professional who helps you plan for your future by taking into account your current financial situation. They can help you set goals, create a budget, and invest in the right products to achieve those goals.
Financial planners in Brampton are available through many different channels, including banks, credit unions, and online brokerages. When choosing a financial planner in Brampton, it’s important to consider their experience and credentials as well as the fees they charge.
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:
