CSR Wealth Management

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.
Apr 29th, 2023

Well worth the conversation. The breadth depth of knowledge will more than meet your expectations.
Mar 12th, 2023

Feb 27th, 2022

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!
Jan 26th, 2022

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!
Mar 25th, 2020