• How RDSPs really work…

  • As the Father of a daughter with Cerebral Palsy and a Financial Advisor I have done extensive research regarding the issues surrounding financial and estate planning from a special needs perspective including but not limited to RDSPs.

    During my research I found that many Bank Representatives and Financial Advisors don’t understand all the complex RDSP benefits and rules which can result in making them more difficult to open and understand.

    As a result of my knowledge of RDSPs, I was approached by a Financial Advisors’ magazine to write an article explaining how RDSPs work. The article below was originally published in the February 2019 issue of FORUM, the flagship publication for Advocis, The Financial Advisors Association of Canada.

    I understand how overwhelming having a family member with special needs can be with all the appointments and paperwork that go with it.  I try and help by making the financial and estate planning easier. 

    I offer a no cost, no obligation phone call or meeting with you (complete form below) to discuss your specific situation where we can talk about RDSPs, Life Insurance, ODSP, Henson Trusts, and/or any other financial or estate planning questions you may have.

  • For a copy of the article, assistance with opening an RDSP, Life Insurance, ODSP, Henson Trust or DTC please fill out the form below. 

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