RDSP Financial Advisor Reviews

Geoffrey was very curtious, informative and took his time speaking with me about my concerns. Excellent service.

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

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!

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!

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!

Thank you to Geoffrey Zaldin from Special Needs Financial for your help with my financial questions. You made all the difference in me being able to complete my Taxes. With much gratitude! ?

Geoffrey helped me set up an RDSP and spent a long time walking me through my finances and helping me plan for my child's future. He took so much time to explain the process and how the RDSP process works. In addition to his expertise, he is incredibly compassionate. I cannot recommend his services highly enough.

I contacted Geoffrey to calculate the retroactive contributions that we needed to make to maximize the grants for my husband's newly opened RDSP. He had been approved in 2018 going back 10 years. Geoffrey was able to calculate this amount for us within a day and his generosity with his time is so amazing. Thank you Geoffrey, every little bit helps when you are a family with special needs!

Was very impressed with Geoffrey’s prompt response to our request for a free consultation. Even more impressed with his willingness to provide knowledge, advice and direction on dealing with our special needs Including setting up an RDSP . “During the consultation” he assisted us in contacting and clarifying matters with a government agency for us. Looking forward to a long lasting relationship with Geoffrey and his firm.

I highly recommend Geoffrey and Special Needs Financial, giving him the top 5 stars for excellent service. When I was setting up an RDSP for my son, Geoffrey had all the answers to my questions, and was patient with me. He gave me all the information I needed to setup the RDSP, and maximize my investment to my sons bests interests. There is no question that I have 100% confidence in Geoffrey's abilities. He is reliable, professional, trustworthy, and very passionate about what he does. He never applies pressure. I couldn't recommend him or his company more.