Wealth Beyond Numbers

Traditional estate planning can transfer wealth, but it often fails to preserve the invaluable knowledge caregivers build over a lifetime. Discover how innovative planning tools help families protect not only financial security, but also the routines, preferences, and advocacy that ensure a loved one continues to thrive.

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.

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.

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.

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.

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.

Explore Developmental Services Ontario (DSO) and the Passport Program — who qualifies, what they offer, and how they fund supports for adults with developmental disabilities.

Explore the Registered Disability Savings Plan, who qualifies, and how it helps you save for the future with government support.