Yesterday, I did a financial workshop for the YMCA Business Center. One key idea that I emphasize is not about any of the financial strategies, rather is the human psychology when it comes to making...
Tag: RDSP
As we entered into the second quarter of 2014, it is important to review over your investments. In going forward, how will you position your portfolio? Below is a short video clip from Mackenzie...
Although people with disabilities could be facing a distinct set of challenges, there are many positive lessons one could learn from them. Today, I received an email from a friend who works at a...
As most of you probably know by now, assisting families with special needs to obtain disability savings benefits is part of my services and it is also something I really enjoy doing. It has been a...
Many parents that I've talked to are very active in saving for their children with special needs. Especially with the Registered Disability Savings Plan (RDSP), their attention is focused on getting...
I recently had a meeting with a parent whose daughter is diagnosed with pro-longed disabilities. Since the daughter is incapable of making her own financial decision, her father becomes the account...