We understand how special needs planning can significantly benefit individuals and bring peace of mind to families. We know that every family situation is unique, and we are here to support and assist with navigating the complexities while providing guidance on benefits such as ODSPs (Ontario Disability Support Program), RDSPs (Registered Disability Savings Plans) and Qualified Disability Trusts.
What we do
Collaborating seamlessly with legal and financial experts, we help orchestrate comprehensive strategies, empowering individuals and families to confidently navigate their financial future. With a wealth of educational resources, we enable informed decision making, fostering financial independence and well-being every step of the way.
Ready to map out your financial future? Connect with our team to help get you started.
Case study
Estate planning when one of your loved ones has a disability – what should Alan and Sue consider?
How we can help
✓ Planning for a beneficiary with a disability
✓ Planning for a beneficiary who is a spendthrift
✓ Guiding on family communication strategies