Special Needs Financial

Recommendations and reviews from 1 person

• Referral from November 25, 2016
  

  David A. asked:

  Hi folks, wondering if anyone in the Toronto area would recommend a family financial planner who has in depth knowledge of planning for families with disabilities, ie navigating and understanding how best to leverage financial vehicles like ODSP, OTC, RDSP, and Hensen trusts. We are looking for that special combination of objective advice (i.e. not working for an insurance firm), a performance mind-frame (can track financial performance against the market and our goals), and a good understanding of the unique planning needs of families with special needs. Any help is appreciated! Tx David

  

  Anne M. replied:

  Geoffrey Zaldin is a special needs parent and quite knowledgeable. http://specialneedsfinancial.ca/aboutus/

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