Get started on your Application now!Whether you are a lawyer, a financial planner, an accountant or other professional, people with disabilities and their families are part of your clientele. For many of these people, the Registered Disability Savings Plan represents their best opportunity to save for their future financial security. In other situations, the RDSP might represent an estate planning tool or a means to maintain an asset without losing eligibility to provincial disability benefits.
We want to assist you to ensure that your clients make the best use of the RDSP to secure their financial futures. We’ve put together our Professional Program to keep you informed and to assist your clients.
Get Connected
Sign up for:
- Our Professional Handbook – all the technical details about the RDSP and how it might benefit your clients
- Our RDSP Quarterly Review
Access Information
Get yourself informed by:
- Scheduling a free one hour webinar for your team (minimum 5 participants)
- Downloading materials from the Library
- Consulting on the use of RDSPs for settlements and estate planning
Assist Your Clients
Send your clients to our Help Desk for:
- Information about the RDSP
- Assistance in qualifying for the Disability Tax Credit
- Tax filing, tax reviews and tax appeals
