RDSP Financial Advisor Reviews
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matserpiece
2024-02-27
Highly recommended, get help a lot about tax
Ann Golledge
2024-01-15
Geoffrey was very helpful and gave me lots of information in a way I was able to understand, he made sure that I felt heard and was very kind.
Deborah Dhhe
2023-10-10
What a blessing to have Special needs financial to turn to when the questions pile up. I am so grateful for the prompt, experience-based answers to my complex questions. Answers are provided with patience, kindness and compassion. The help received removed a burden from my shoulders.
What a generous gift of knowledge and help. So very very grateful for the expert advice and guidance.
Tara McLean
2023-05-11
Very helpful and informative. It's great having someone who knows the differences when special needs financials are involved.
Val
2023-03-01
Geoffrey was very curtious, informative and took his time speaking with me about my concerns. Excellent service.
Patrick Robin
2022-02-18
Geoffrey is amazing, he got back to me so soon and helped me with a pretty complex question regarding DTC and a dependent's social assistance, I'm on track to get a significant refund on taxes that I missed out on by not properly claiming the DTC, thanks a ton Geoffrey
N K
2022-01-26
I spoke to Geoffrey after my sister's social worker told me about Special Needs Financial. My sister has Down Syndrome. As a family, we needed information on how best to financially plan for her future. Geoffrey provided excellent advice around the concept of a Henson Trust. We spoke about issues related to ODSP, RDSP, among other topics. Having a child with special needs, he has lived experience of these issues and is compassionate and caring. He generously gave of his time and even referred me onward to a lawyer. It was very helpful speaking to him and I highly recommend his services!
Lisa Waldegrave
2022-01-13
It was a pleasure to speak with Geoffrey Zaldin today. Even though I am not a client he offered a free consultation to answer all our questions re: my RDSP and the different (confusing) payout options, when it is time to start withdrawing from it..
He was extremely knowledgeable & helpful and also explained why a Henson Trust is important to have in place, to prevent one from losing their ODSP benefits etc, should they receive an inheritance.
We are very grateful and pleased with his assistance today!
Jessie Tunney
2021-12-15
Geoffrey was able to help me very easily. I was quite confused about a few things and he very easily was able to steer me in the right direction.
This info will make my life easier!