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We do a detailed research on all services we review in GTA.
 

The 3 Best Financial Planners In Brampton [2023]

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
Cons
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 – 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:
“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

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
Cons
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 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: