Legacy Planning for People with Disabilities
Guidance and support to protect your loved one’s well-being—today and tomorrow.
NEW NEWS & UPDATES
June 2026 – Disability Tax Credit
For more information check out the Disability Tax Credit section of our site HERE
About us
Planning for the Future of a Loved One with a Disability
One of the biggest concerns for families is what happens when we’re no longer able to provide care. Will our loved one’s needs be met? Can we protect their quality of life without affecting government benefits?
This site is your starting point. You’ll find clear, practical guidance to help you build a plan that secures both financial support and program eligibility.
Have questions? We’re here to help. Contact us anytime or book a complimentary planning session.
Once you accept that your child will be different, not better or worse —just different— that’s the first step.
Special Needs Planning You Can Count On
Legal, financial, and life care strategies tailored to your family's needs.
Insurance products and other services are offered independently and are not associated with or provided by Optimize Wealth Management Inc. All securities-related investment advice is provided through Optimize Wealth Management Inc. by a registered Portfolio Manager or Associate Portfolio Manager.