In this series, learn about the complex financial planning needs of clients who have children with disabilities, and explore strategies to address those needs. Part one outlines tips for addressing this delicate topic with clients. In part two, learn about how trusts can help clients secure their child's financial future. Part three breaks down the registered disability savings plan, and part four explores the tax issues related to disability planning. Stay tuned for more disability planning advice on IE:TV.
Mark Halpern, president and founder of illnessPROTECTION.com Inc., explains how to help clients plan financially for children with an illness or disability. He spoke with Investment Executive reporter Fiona Collie at the TMX Broadcast Centre in Toronto.