RDSP Planning
Registered Disability Savings Plan
Having personal experience with my own son Cedric, I am particularly passionate about working with families affected by disabilities.
From maximizing RDSP grants and bonds, to consulting on Henson Trusts, I'm happy to let my personal experience work for you.
In Ontario, those who currently or might eventually qualify for ODSP might be at risk of losing their benefits if their financial planning isn't done properly. What I want to do for you is make sure that you or your loved ones get the benefits you deserve while allowing yourself to live a good lifestyle.
Why an RDSP?
- Save for the future of a disabled individual while maximizing grants and bonds without risking precious government assistance
- Ensure a good lifestyle for a disabled loved one
- The government will give up to $3 for every $1 you contribute to your RDSP.
- Make sure the money you leave behind doesn't affect your disabled loved-one's government benefits.
Do I qualify for an RDSP?
If you qualify for the Disability Tax Credit, you qualify for an RDSP.
If you are disabled and haven't yet applied for the tax credit, please follow this link to get started.
I normally hold my meetings in my office, but I'm happy to displace myself to accommodate individual client needs.
I look forward to helping you and your family. Call me at 613-288-3184 today to get started. You can also e-mail me at dgervais@rochebanyan.ca or use the form below to contact me.
RDSP Consultations are always free!
Certifications
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PSSA Certfied (Federal Pension Certification)
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CHS, Certified Health Insurance Specialist