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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Articles

Tawnya Hallman | Sep 5, 2024

Your Family Deserves an Estate Plan

Estate Planning
TFSA
Family
Education
Tax Planning
Getting your estate in order isn't a big job, but one of the most important things you can do for your loved ones. Lean on CSR Wealth Management to help you get
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Tawnya Hallman | Jul 12, 2024

The Smart Way to Save for a Down Payment

Saving
Buying a Home
Money Tips
FHSA
TFSA
RRSP
HBP
Home Buyer's Plan
Saving Money
There are several accounts you can use to save for a home these days. Choosing the best ones to use can be confusing though. Find out which accounts you can
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Tawnya Hallman | May 22, 2024

All About the FHSA

FHSA
Saving

The First Home Savings Account or FHSA is a tax advantaged account introduced by the federal government in April 2023.  It's one of the best accounts a

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Tawnya Hallman | May 21, 2024

6 Smart Ways to Use a Tax Rebate

Tax Planning
Retirement
TFSA
RRSP
FHSA
RESP
high interest savings account
Debt
A tax rebate is not equal to a lottery win, even though it might feel that way. In many cases, a tax rebate is generated from RRSP contributions. In this case
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Tawnya Hallman | May 14, 2024

You'll Feel Great After Doing This

Estate Planning
TFSA
Most clients rarely ask to create an estate plan. Usually we have to convince them to create one. But once they have it done, they often tell us how relieved
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Tawnya Hallman | Aug 18, 2023

How Our Family Saves for a Vacation

Saving
high interest savings account
Education
Booking a vacation and being able to pay for it in full is such a great feeling. On the other hand, charging a vacation to a credit card and paying for it many
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Tawnya Hallman | Aug 17, 2023

What Can a Financial Plan Do for You?

Financial plan
Education
Retirement
Have you saved enough to have the retirement income you want? What will your income be in retirement? Want to know if your money is going to last? Can you
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Frank Gasper | Jul 21, 2023

Why is a Registered Disability Savings Program(RDSP) in Brampton Required to Secure Your Financial Future?

A Registered Disability Savings Plan (RDSP) is a specialized, long-term savings plan designed to help parents and caregivers accumulate funds for the financial
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Young couple calculating their domestic bills
Frank Gasper | Jul 20, 2023

Choose Estate Planning in Brampton to Escape the Complex Process

Opting for professional estate planning is wise for those seeking to navigate the intricate process of safeguarding their assets and ensuring a smooth
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Tawnya Hallman | May 2, 2023

Mystery of the TFSA, Solved

TFSA
RRSP
Retirement Savings
Retirement
Investing
The TFSA is one of the most misunderstood accounts amongst Canadians, which is a shame because it has so much potential to add a financial cushion to retirement
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Estate Planning
Tawnya Hallman | Mar 14, 2023

Saving For a Goal

Savings
TFSA
Budget
high interest savings account
GIC
Do have a savings goal in mind? Here are the steps you need to take to make your savings goal a reality.
Read More
Two students walking side by side with backpacks on and holding school books.
Tawnya Hallman | Jan 30, 2023

The Benefits of RESPs Explained

Education
Personal Finance
RESP
Compound Interest
Saving
The RESP is one of the best ways for Canadians to save for a child’s education thanks to the available grant and bond, tax-sheltered growth and favourable tax
Read More

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17 Jerome Crescent
Brampton, ON L6S 2G9

P | 905-792-8112
M | 647-226-8921
F | 905-793-8599
E | frank@csrwealth.ca

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Financial tips delivered to you

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role in financial planning, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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