4 Best Gold IRA Investment Companies Near Me in Brampton, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Best Planners Inc.
ADDRESS: 195 Queen St E, Brampton, ON L6W 2B3, Canada
NUMBER: +1 416-523-2821
DESCRIPTION FROM BUSINESS: Investment advising, Retirement savings consulting, Investment Plans, RESP, RRSP &TFSA, Estate planning, Financial planning, Insurance purchase consulting, Education savings consulting, Tax planning, Wealth management, Individual Pension Plans, Insurance Policies, Insurance Retirement, Investment Accounts
OFFICE HOURS
| Mon | 11:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 11:00 AM – 7:00 PM | |
| Wed | 11:00 AM – 7:00 PM | |
| Thu | 11:00 AM – 7:00 PM | |
| Fri | 11:00 AM – 7:00 PM | |
| Sat | 11:00 AM – 6:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Mr. Jatinder Singh’s financial advisory services have been instrumental in guiding me towards the optimal allocation and diversification of my funds. From the initial stage of purchasing my dream home, saving for my son’s education, and setting aside a reserve for family vacations, to the later stage of planning a stress-free retirement, his advice throughout these life phases has helped me gain a clear and comprehensive understanding of my financial outlook.. – Simar Aneja
REVIEW #2 – Selecting Mr. Singh as my financial advisor has been the best decision made by me. His comprehensive financial knowledge, effective communication skills, personalized approach, experience and expertise, good listening skills and long term focus have helped me in navigating the right road map of my financial life. I highly recommend him for seeking the right advise for a healthy financial future. – Annie Kaur
REVIEW #3 – 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. – CHAISE JAYAPRAKASH
REVIEW #4 – Excellent knowledge of financials services and products, coupled with good availability via phone, e-mail and in person. Would highly recommend to those seeking a Financial Services Provider if you’re in the GTA. Jatinder Singh is very experienced and sincere in helping clients. Best place to resolve all your financial matters.
Dedicated services with professional & friendly manner. I have been their client since last 9 years. – Ekjyot Singh
REVIEW #5 – The services provided by Mr. Aneja and his office are beyond words. Mr. Aneja has provided my family sound financial advice for the past 6 years. Mr. Aneja is readily available for his client’s needs and has vast knowledge to help you. Mr. Aneja is very understanding, tailors each plan to your needs, and isn’t forceful like other institutions. Honesty is rare in such a field and Mr. Aneja has demonstrated this rare quality since we’ve met him. Mr. Aneja is always one call away and will make sure that you understand what you’re getting yourself into when choosing products and services. I highly recommend Mr. Aneja’s services as the products he’s recommended and the advice he has given us has saved us throughout many life altering events especially me being affecting with a critical illness. – Muhammad Arfan
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
CSR Wealth Management
ADDRESS: 17 Jerome Crescent, Brampton, ON L6S 2G9, Canada
NUMBER: +1 647-226-8921
SERVICES: Education savings consulting, Estate planning, Financial planning, Retirement savings consulting, Tax planning, Wealth management, Disability Savings Program, Financial Consultant, Life Insurance, Retirement Savings Plan
OFFICE HOURS
| Mon | 8:00 AM – 8:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 8:00 PM | |
| Wed | 8:00 AM – 8:00 PM | |
| Thu | 8:00 AM – 8:00 PM | |
| Fri | 8:00 AM – 8:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Frank Gasper of CSR Wealth Management is exceptionally personable, professional, and knowledgeable. He provided my family with invaluable guidance and customized a financial plan tailored to our specific needs and goals. Frank’s thoughtful and empathetic approach stands out—he takes the time to truly listen and offers practical, well-informed recommendations to help secure a stronger financial future.
Whether you’re focused on your current financial situation, planning for the future, or just starting out with young children in mind, I highly recommend reaching out to Frank. His extensive industry experience and trusted, sound advice make him an outstanding partner in financial planning. – Kam – KR Interior Designs
REVIEW #2 – I don’t typically create google reviews but for this person Frank Gasper from CSR Wealth Management I felt the absolute need too!!! We have known each other close to 25 years! Our relationship has always been more than just business. He even helped me when my husband passed away and that’s not in his portfolio. You all know the saying “above and beyond”. That’s an understatement in my eyes. I just received approval for the disability tax credit that I would never have gotten if it wasn’t for Frank. He guided me through it all!! He knows me like the back of his hand because he chooses to get to know people as friends and to make partnerships! We have come a long way together and I thank him for everything wholeheartedly!! – Shelley
REVIEW #3 – Frank is an outstanding financial advisor whose expertise in the Canadian financial sector stands out. He provides personalized, strategic advice tailored to individual goals, demonstrating a deep understanding of market trends. Choosing Frank as a financial advisor has markedly improved my financial health and confidence. His professionalism and dedication to client success are commendable. – Alex Elba
REVIEW #4 – Frank and the team at CSR Wealth Management are consummate professionals. With years of experience and knowledge of the national and global economic landscape they are able to provide guidance and reassurance when you need it most. I value Frank and Tawnya’s personal approach and their commitment to provide value and client satisfaction. It has been a pleasure working with them over the years. Highly recommended. – Craig Moffitt
REVIEW #5 – 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! – Nicole Niedra
Fair Advice Financial Inc.
ADDRESS: 7900 Hurontario St #308, Brampton, ON L6Y 0P6, Canada
NUMBER: +1 905-451-7900
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Insurance, Group Retirement Solutions, Investment Advisors, Pension Plans, Retirement Planning
OFFICE HOURS
| Mon | 9:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:30 PM | |
| Wed | 9:00 AM – 5:30 PM | |
| Thu | 9:00 AM – 5:30 PM | |
| Fri | 9:00 AM – 5:30 PM | |
| Sat | 9:00 AM – 5:30 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Amazing service. Staff is very professional and always quick to respond to any questions. Mr. Nahal is very experience and takes time explaining different plans for Insurance. I am very happy with the package which was picked out for me in regards to my future investments. Thank you soo much! – Raman Dhanoa
REVIEW #2 – Mr. Sukhwinder Nahal is a very honest and genuine person. He has a lot of experience in comprehensive financial planning. Highly recommended! – Daljit Gill
REVIEW #3 – An amazing advisor and very genuine. I can trust Mr. Nahal with all my investment needs. His staff is very helpful and welcoming. Thank you! – Yash Sadhra
REVIEW #4 – Mr. Nahal is Very polite and good natured person. He always attend the call immediately and explain in detail.👍👍 – Jk D
REVIEW #5 – Mr Sukhwinder Nahal is a genuine guy and one stop guidance for tax related inquires. – abhinav sharma
Edward Jones – Kuldip Shah
ADDRESS: 499 Main St S Unit 60g, Brampton, ON L6Y 1N7, Canada
NUMBER: +1 905-796-1639
SERVICES: Estate planning, Finance Investing, Financial Reports, Group Plans, Insurance Protection, Investing Strategies, Investment Advisors, Investor Education, Permanent Life Insurance, Personalized Investment Strategies, Personalized portfolios, Protection for unexpected ( Insurance needs), RRSP Loans, Retirement Accounts, Retirement Plans, Retirement Strategies, Retirement planning
OFFICE HOURS
| Mon | 9:30 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 6:00 PM | |
| Wed | 9:30 AM – 6:00 PM | |
| Thu | 9:30 AM – 6:00 PM | |
| Fri | 9:30 AM – 6:00 PM | |
| Sat | 10:00 AM – 4:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Kuldip Shah is a professional, knowledgeable, and highly accessible financial advisor at Edward Jones. He provides advice from a broader perspective, takes time to explain options clearly, and is always responsive. I value his thoughtful approach and would gladly recommend him. – ASHOK BATISH
REVIEW #2 – Ten years with Edward Jones financial institution , after my first financial advisor were no longer with Edward Jones. Mr Kuldip Shah, became my financial advisor, he reach out to me with a phone call and introduce himself as my new financial advisor and informed me that he will be in charge of my investment account. And asked me to setup a meeting between myself and him to discuss my financial stability and move forward with a good financial plan to invest effectively and still pay my monthly bills on time. Every six months Mr Kuldip will setup a meeting to review my investment and to keep me updated on what I need to know, thanks to Mr Kuldip I have financial growth because his of guidance. – Derick
REVIEW #3 – Kuldip made navigating our financial goals simple and stress-free. He really listens to your concerns, gives thoughtful personalized advice, and is always there when you need guidance. He focuses on understanding “YOU” as a person first, and not just your finances. I definitely recommend him if you are looking for someone you can trust and is easy to work with!! 🙂 – Khanjan Kamdar
REVIEW #4 – Kuldip has been instrumental in helping me and my wife build a comprehensive strategy for retirement savings and wealth protection. Kuldip clearly explains complex investment and planning concepts, making sure I always feel comfortable and informed about the decisions we make. His advice is always tailored, unbiased, and focused on my long-term best interest. – Nuno Tavares
REVIEW #5 – I had the pleasure of working with Kuldip Shah for financial guidance, and I couldn’t be more satisfied. His advice was clear, thoughtful, and tailored to my specific goals. Kuldip took the time to understand my financial situation and provided practical strategies that gave me confidence and peace of mind. He is professional, knowledgeable, and genuinely cares about his clients’ success. I highly recommend Kuldip Shah to anyone seeking reliable and trustworthy financial advice. – bhavesh bhatt
REVIEW #6 – I wanted to let everyone know that I really like dealing with Edward Jones. They are a well managed company and treat their customers very professionally. My advisor Kuldip Shah is a consummate professional who really helps and cares about your results. He is always available to discuss markets and any ideas that you may have. His expertise and guidance has helped me make tremendous returns on my stock portfolio. We often debate different ideas about companies, stocks, etc. Kuldip always respects my ideas. I really respect his judgement. I heartily recommend investing at Edward Jones! – Warren Hooper
REVIEW #7 – My Family have been with Edward Jones for last couple of years now and I must say I have been very impressed with services provided by my financial advisor Mr. Kuldip Shah. Kuldip has excellent understanding of financial needs and goals, and he delivers advise with these clearly in mind. I have complete confidence in him, and his professional abilities and I have always found his advice to be clear, relevant and prudent. Thank you so much for being an incredible advisor and incredible listener. You constantly help me put things into perspective and prepare me for great thing in the future. We appreciate all you help and guidance and thank you again for your assistance in helpings us grow. – RAVI NAIK
REVIEW #8 – I have been working with Kuldip Shah and Edward Jones since 2022 and have found the experience to be exceptional. Kuldip is a highly knowledgeable and dedicated financial advisor with a deep understanding of RRSPs, TFSAs, RESPs, mutual funds, and other investment vehicles.
He takes the time to clearly explain which investment strategies are best suited to my financial goals and why they are appropriate—something I truly value, especially given that many individuals may not fully understand how investments work.
Kuldip also ensures we meet regularly to review and adjust my portfolio as needed, which demonstrates his commitment to ongoing service and client success.
I would highly recommend Kuldip Shah’s services to anyone seeking reliable and insightful financial guidance.
A special thank you as well to Urvi Patel, the Branch Office Administrator, for her consistent professionalism and support. Their combined efforts truly make for an outstanding client experience. – Mihir Soni
REVIEW #9 – I can’t say enough good things about my experience with Kuldip Shah. From the moment I transferred my accounts, I knew I was in capable hands. His attentiveness and patience are truly remarkable. He takes the time to genuinely understand my financial goals, and it’s clear he prioritizes my best interests.
What I appreciate most is his proactive approach. He doesn’t just react to market changes; he actively monitors my investments and keeps me informed, ensuring that I’m on track to meet my objectives. Since making the switch, I’ve seen significant gains in my portfolio, which speaks volumes about his expertise and commitment.
His gentle yet no-nonsense approach to financial planning is refreshing. He breaks down complex concepts in a way that makes them easy to understand without sugarcoating the realities finances and the importance of being financially disciplined. I feel empowered and confident in the decisions we make together.
If you’re looking for a financial advisor who is dedicated, knowledgeable, and approachable, I wholeheartedly recommend Kuldip Shah.
He’s not just a great advisor; he’s a partner you want to have on your financial journey. – Christopher Sterling Esquire
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