RDSPs

My name is Candice Babik and I am a Certified Financial Planner at IG Wealth Management. My partner and I would like to reach out and let you know that we specialize in Registered Disability Savings Plans (RDSP) and Family Trust, when it comes to individuals who have a disability and qualify for the Disability Tax Credit.

This is something that is close to me as I have family members who need help with this information personally. Since the RDSP is the most underutilized plan in Canada, we would be happy to provide perspective to the staff and any individuals who would like to know more. We are very aware of guidelines with AISH and how to look at other options for investment vehicles when it comes to qualifying for AISH. These plans are great for helping any person set up for retirement and provide grants to individuals who qualify.

If this is something you would like to know more about or if we can help in anyway, please reach out and we can set up a Teams meeting or phone call. Also, IG does provide a Webinar on the RDSP in November every year to bring more awareness to the plan.

We look forward to connecting with you.
Sincerely,
Candice Babik, CFP, RRC, RIS
Senior Financial Consultant
Suite 302, 6103 Currents Dr NW
Edmonton, AB, T6W 2Z4
Tel: (780) 431-0527 | Mobile: (780) 940-2653 |
Investors Group Financial Services Inc.

No amount is too small to invest. You may be eligible for annual contributions from the Government of Canada regardless of the amount of your investment. Learn more by checking out this step-by-step guide to opening an RDSP: https://ow.ly/Q7vl50QHQCM

RDSP_infographic-EN-2024