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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.

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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.

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