Our podcast is dedicated to helping families with special needs navigate the complexities of wealth management. We provide valuable insights and resources to ensure financial security—even beyond a caregiver’s lifetime. Join us as we break down essential topics, including RDSPs, TFSAs, RRSPs, and investment strategies, as well as your insurance needs and estate planning tools such as Henson Trusts, so you can make informed decisions for your family’s future.
Episodes

Tuesday Nov 04, 2025
Demystifying Disability Benefits: ODSP, CPP-D & LTD
Tuesday Nov 04, 2025
Tuesday Nov 04, 2025
Get clarity on Canada’s key disability benefit programs including ODSP, CPP Disability, and Long-Term Disability. Learn who qualifies, how each program works, and how they can work together to support financial security for people with disabilities.

Tuesday Nov 04, 2025
Record Keeping for Caregivers and Trustees
Tuesday Nov 04, 2025
Tuesday Nov 04, 2025
Understand the importance of organized record keeping for caregivers and trustees. Learn what to document, how to stay compliant, and why good records are key to protecting your loved one’s care and financial security.

Tuesday Nov 04, 2025
Building a Legacy of Care: Inside the Henson Trust Record Book
Tuesday Nov 04, 2025
Tuesday Nov 04, 2025
Discover how the Henson Trust Record Book supports continuity of care, lifestyle, and effective trust management for loved ones with special needs.

Tuesday Nov 04, 2025
Henson Trust Trustee Responsibilities
Tuesday Nov 04, 2025
Tuesday Nov 04, 2025
We’re continuing our conversation on Henson Trusts — this time focusing on the trustee’s role. Learn what a trustee is responsible for, how they manage the trust, and why choosing the right person matters.

Tuesday Nov 04, 2025
Understanding the Henson Trust
Tuesday Nov 04, 2025
Tuesday Nov 04, 2025
In this episode, we’re diving into Henson Trusts — what they are, who can benefit, and how they help protect the financial future of a loved one with a disability while preserving access to government benefits.

Tuesday Nov 04, 2025
The Role of Guardianship in Protecting Loved Ones
Tuesday Nov 04, 2025
Tuesday Nov 04, 2025
Find out what guardianship means, when it’s needed, and how it helps protect the rights and well-being of a loved one with a disability.

Tuesday Nov 04, 2025
Wills, Intestacy, and Planning Ahead
Tuesday Nov 04, 2025
Tuesday Nov 04, 2025
We break down wills and intestacy — what happens when there’s no will, why proper planning matters, and how to protect your loved one’s future.

Tuesday Nov 04, 2025
Funding Supports Through DSO and the Passport Program
Tuesday Nov 04, 2025
Tuesday Nov 04, 2025
Explore Developmental Services Ontario (DSO) and the Passport Program — who qualifies, what they offer, and how they fund supports for adults with developmental disabilities.

