Ceo And Founding Partner
CurrentHelping families with special needs children and adults navigate legal issues, tax implications, insurance and investments to provide them with peace of mind. Our role is to aid in the understanding and assist with the following: Government benefits and how they work Planning dynamics on the family situationClarifying relevant legislationBringing humanity and perspective to the planning process. This is done with our team of disability tax credit specialists, RDSP specialists’ lawyers and accountants familiar with the special need’s cases and insurance and investment specialist to help find the trusts that will create continuity of lifestyle and care when parent is not able to.