Securing a future

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.

June 29, 2012

Clients need to know you care

Mark Halpern, president and founder of 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.

  • June 29, 2012 December 15, 2017
  • 10:05

Key tax considerations for clients with disabilities

Advisors should ensure clients are taking advantage of the DTC and other tax benefits

  • June 21, 2012 June 21, 2012
  • 16:20

Staying in control with RDSPs

RDSPs can allow disabled individuals to have some authority over their finances

  • June 21, 2012 June 21, 2012
  • 06:30

Embracing trusts

A trust can assure clients that their disabled child will be looked after when they’re gone

  • June 20, 2012 June 20, 2012
  • 06:30

Broaching the delicate topic of disability planning

Be tactful to build trust when talking to clients about a child’s disability

  • June 19, 2012 June 19, 2012
  • 07:15