Special Needs Insurance
This service is designed to meet the unique insurance requirements of individuals with disabilities or special needs. We provides tailored coverage options and support services to help manage risks and ensure financial stability for the long-term.
Estate Planning Checklist
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Will planning included
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Henson Trust (an absolute discretionary trust)
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Beneficiary designation of Life Insurance products
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Government grant setup
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Disability Tax credit
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Ontario Disability Support Payment
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Registered Disability Savings Program
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Passport Services/DSO
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Final expenses
Life Planning
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Advisory services for family relationships
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Job coaching -
Parent training -
Support for aging parents…
Our Process
MEETING 1:
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Initial free consultation to discover your needs
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Review of documents and plans
MEETING 2:
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Engagement & analysis
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Create a roadmap to navigate through 5 pillar planning program
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Ensure services and cash flow is preserved for the special needs person and for parents as needed