Archive from Future Planning
FOR IMMEDIATE RELEASE: Plan Institute Announces Grant from TD Bank Group in Support of the Registered Disability Savings Plan
FOR IMMEDIATE RELEASE: JANUARY 16TH, 2024 Plan Institute Announces Grant from TD Bank Group in Support of the Registered Disability Savings Plan Vancouver, British Columbia Plan Institute […]
Read MoreTax Tips & Resources for People with Disabilities
Information provided by Plan Institute and Disability Alliance BC The process of filing a tax return every year can seem confusing, time-consuming, and technical. However, the reality is that filing […]
Read MoreCRA webinars for caregivers and people with disabilities
Canada Revenue Agency is offering the following live webinars in January and February: Persons with Disabilities Presentation on Wed Jan 26, 2022 from 1:30-2:30pm PST, Thurs Feb 10, 2022 from […]
Read MoreEveryone Should Be Talking About Disability Poverty
by Michelle Hewitt, Co-Chair, Disability Without Poverty This month, everyone is talking about the Registered Disability Savings Plan (RDSP) – and so they should! Since its creation in 2008, the […]
Read MoreFinancial Planners 101
Managing your finances is an essential part of future planning. You or someone you know may have a Registered Disability Savings Plan (RDSP), as well as other savings, assets (like […]
Read MoreTips for making a will if you have a loved-one with a disability
This article is a collaboration by Ken M. Kramer, Q.C., TEP, and Plan Institute. Ken is the Founder and Principal of KMK Law and has worked with Plan Institute for […]
Read MoreVideo – At long last, a Canada Disability Benefit is coming – What should it look like?
In the recent Throne Speech was the acknowledgement by the federal government that COVID-19 has not only disproportionately affected Canadians with disabilities but laid bare long-standing challenges for persons with […]
Read MoreMeet Our Helpline Advisors!
Do you have any disability related questions for yourself or a loved-one? Did you know that at Plan Institute, we have a free Disability Planning Helpline that you can […]
Read MoreFinancial Literacy Month Events & Resources
This November marks the 10th annual Financial Literacy Month in Canada. Due to the Covid-19 pandemic, 2020 has presented more challenges for many Canadians, and many people are finding […]
Read MoreUsing a Trust During a Pandemic
by Laurie Geschke; Helpline Advisor & Workshop Facilitator for Plan Institute This article should not be taken as legal advice. This article is only offered for information purposes and may […]
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