Financial Planning for Special Needs Families

Brett understands that planning for the future of your child with special needs is often overwhelming.

He and his wife have two young adult children with special needs.

Families with children with special needs or disabilities face their own, often complex, challenges. He can help you remove the worry about who will care for your children when you’re no longer there to care for them.

Brett takes the time to understand each family’s financial and lifestyle issues before making any recommendations. He’ll take you through the first step of the process—with no commitment on your part—and together you will determine how your goals for your special needs child can become a reality.

  • Instructions for the care of your child or young adult with special needs
  • Provide lifelong financial security
  • Create protective trusts
  • Tax planning
  • Life insurance needs
  • Counsel on relevant tools: Ontario Disability Support Payment (ODSP), Registered Disability Savings Plan (RDSP), Henson Trust, Disability Tax Credit

Contact Brett to take the first step in achieving your retirement goals. Or call him at his Toronto office at 416.901-6500 ext 23 to arrange a consultation.