Find A Fee-Based or Fee-Only Financial Planner In Brampton
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Kevin John Moniz
CFP®, CLU®, CHS™
Vida Financial Group
Happy to recommend Kevin and the Vida financial group to anyone looking to build their wealth and meet their financial objectives.
Kevin spent a lot of time on the phone with me, discussing and explaining various options according to my investor profile and tailored to my future goals.
He ensured that all my questions were answered.
I feel like I’ve taken a sensible step towards a more secure financial future and am confident that I’m in the right hands, with the expertise of and guidance from Kevin and the Vida Group.
Laura Gomes
Zainab Williams
CFP®, LLQP, BBA
Elleverity
I found Zainab after searching for an independent financial planner who could help ensure I had my financial house in order.
Zainab is patient and understanding and took the time to help me clarify my financial goals.
She developed a plan to help me meet these goals on a reasonable timeline. For the first time, my goals feel achievable.
Working with Zainab has been a pleasure. With her help, I look forward to creating my best future.
Chauntay Claxton
Frank Gasper
CSR Wealth Management
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
Choosing Your Next Fee-Based Advisor or Fee-Only Financial Planner
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