RDSP Financial Advisor Reviews – we offer Financial and Estate Consulting for people with Special Needs, help with ODSP, Henson Trust and DTC

      
   Special Needs Financial
   18 Google reviews 
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       Posted on Google  
   
   matserpiece 
 
 
 
  Highly recommended, get help a lot about tax
  
 
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   Ann Golledge 
 
 
 
  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.
  
 
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   Deborah Dhhe 
 
 
 
  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.
  
 
      Posted on Google  
   
   Tara McLean 
 
 
 
  Very helpful and informative. It's great having someone who knows the differences  when special needs financials are involved.
  
 
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   Val 
 
 
 
  Geoffrey was very curtious, informative and took his time speaking with me about my concerns. Excellent service.
  
 
      Posted on Google  
   
   Patrick Robin 
 
 
 
  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
  
 
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   N K 
 
 
 
  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!
  
 
      Posted on Google  
   
   Lisa Waldegrave 
 
 
 
  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!
  
 
      Posted on Google  
   
   Jessie Tunney 
 
 
 
  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!
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