Kevin Moniz is a Financial Advisor renowned for his expertise in crafting comprehensive and personalized financial solutions for fellow Canadians. With a compassionate and detail-oriented approach, Kevin is committed to delivering exceptional client service, ensuring you receive the utmost care in every aspect of your financial journey. As a true goals-based tactician, Kevin utilizes thorough analysis and consistent client engagement to develop a lifelong and adaptable financial roadmap that will guide you toward your aspirations. From insurance planning and wealth accumulation to estate planning and wealth transfer, Kevin's life's work revolves around witnessing you achieve your dreams and objectives. Their primary mission is to create a financial security plan tailored to your unique needs. Kevin is dedicated to fully comprehending your goals and aspirations and then providing professional financial security advice that empowers you to achieve those objectives. With Kevin Moniz, you can trust that your financial future is in capable and caring hands.
UNIQUE FACTS:
• Online Appointments
• Onsite Services.
Best Financial Services in Brampton
Expert recommended Top 3 Financial Services in Brampton, Ontario. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
We have a strict “No Pay to Play” policy.
KEVIN MONIZ FINANCIAL ADVISOR REVIEWS
We highly recommend Kevin for anyone looking for insurance or preparing to plan for the future. We knew right from the start we were in the best hands. Kevin is truly someone you can trust and has your best interest at heart. He is very professional, knowledgeable, caring and is always there when you need him. We are so happy to be able to work with Kevin.
I can’t say enough about the excellent counsel and professional advice I have received from Kevin! His genuine concern for our family’s welfare and caring, thoughtful approach to our financial planning is what impressed me the most. His quality of service is above and beyond what I have experienced with any other. The best part of working with Kevin is his personal connection during our interactions, I have always felt that we are more than just another client. I highly recommend Kevin’s services to our close friends and relatives.
Kevin is very honest, intelligent, and reliable. Once we started working with him, it became obvious of the value and not only did he meet our needs, he exceeded them. We ended going with more services then we had originally planned, and his advice and logic behind it all made it easy to understand. In the end, we are content and feel protected in our future, and will continue to work with Kevin for all future financial needs.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
Best Planners Inc. stands as one of the leading financial firms in Brampton. Within the firm, Jatinder Singh is a distinguished member of the Financial Advisors Association of Canada, holding impressive qualifications, such as being a Chartered Life Underwriter (CLU) and a skilled Health Insurance Specialist (CHS). With a strong background in financial planning, he is renowned for creating personalized insurance and investment packages that cater to the immediate needs and families of his clients. Serving a substantial clientele of nearly 485 customers, the firm has received approximately 142 referrals, attesting to their commitment to helping people plan and achieve their future financial goals. They firmly believe in investing in tomorrow by planning today, and Best Planners Inc. is dedicated to offering fair-priced financial advice to their valued clients.
UNIQUE FACTS:
• Online appointments
• Onsite services
• 78% Success Rate
• 485 Satisfied Customers.
Specialty:
Contact:
Working Hours:
Sat & Sun: By Appointment
TBR® Inspection Report:
BEST PLANNERS INC. REVIEWS
Mr.Jatinder, who is our advisor is very knowledgeable and advices one with right the insurance and other benefit plans. He shows immense interest in his clients. Even if we forget about anything, he is there to take care of it. Being a newcomer in Canada his advice and guidance has helped my family. I would definitely recommend him for anyone new to Canada or not having knowledge of the financial products in Canada. He will definitely be ble to advice one with the right product that will benefit them in future.
Great Service, Jatinder Singh gave us full support and attend all our needs, they helped us and help my company in all needs. Also they can help in things out of there services. Thanks for them and thanks for all your support.
Very helpful! Go over and beyond to ensure customer needs are addressed. Very professional, well educated and great customer service.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
Frank Gasper is an experienced financial advisor and the proprietor of CSR Wealth Management. With a remarkable track record of over 25 years, he has been instrumental in helping families build their wealth, whether it's for significant short-term objectives like purchasing a home or planning for retirement and beyond. Notably, Frank Gasper has a strong dedication to assisting individuals with disabilities in accessing the Registered Disability Savings Plan (RDSP). His services encompass all-in-one solutions for clients, ranging from comprehensive financial advice on everyday money matters to investment management. His client-centric approach is evident in offering flexible meeting options, be it virtual sessions or in-person meetings at your home, catering to your convenience. CSR Wealth Management excels in assisting individuals and families at every stage of their financial journey, alleviating the burden of financial worries and enabling them to spend quality time with loved ones and pursue their passions. Collaborating closely with clients, they craft tailored financial plans that pave the way to a secure and comfortable retirement.
UNIQUE FACTS:
• Online Appointments
• Onsite Services
• 23 Years of Experience.
Specialty:
Awards:
Contact:
Working Hours:
Wed: 9am - 8pm
Fri: 8am - 5pm
Sat: 10am - 2pm
Sun: Closed
TBR® Inspection Report:
CSR WEALTH MANAGEMENT REVIEWS
I am new to investing, and Frank and his team have made it an easy process to understand everything they offer and the steps to making money from your money. I highly recommend this group for any possible investments. The ability to make Clear transparent decision making abilities, as everything is explained, which helps alot, especially for a newbie like me!
Amazing experience dealing with Frank and his team. Very knowledgeable and informative with any questions we had. Would highly recommend CSR Wealth to anyone wanting to take their investment portfolio to the next level.
Frank has spent several in-person meetings to get to know us, and as a result, we have a heightened sense of awareness of our financial capabilities. He is able to facilitate a plan that is uniquely reflective of our personal priorities, and his suggestions for future plans incorporate our own desires for our retirement. He is likable, knowledgeable, and trustworthy.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.