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.
Episodes

Tuesday Aug 26, 2025
First Home Savings Account (FHSA)
Tuesday Aug 26, 2025
Tuesday Aug 26, 2025
In this episode, we dive into the First Home Savings Account (FHSA), what it is, who qualifies, and how it can help Canadians save for their first home. We’ll cover the basics of how the program works, the tax advantages, and the strategies you can use to make the most of your contributions.

Tuesday Jul 22, 2025
Developmental Services Ontario (DSO) and the Passport Program
Tuesday Jul 22, 2025
Tuesday Jul 22, 2025
In this episode, we dive into Developmental Services Ontario (DSO) and the Passport Program — what they are, who qualifies, and how they help fund services and supports for adults with developmental disabilities in Ontario.

Wednesday Jul 16, 2025
Canada Disability Benefit
Wednesday Jul 16, 2025
Wednesday Jul 16, 2025
In this episode, we’re talking about the new Canada Disability Benefit — who it’s for, what we know so far, and how this upcoming federal program could support people with disabilities and complement existing benefits like ODSP and the RDSP.

Wednesday Jul 16, 2025
ODSP Explained
Wednesday Jul 16, 2025
Wednesday Jul 16, 2025
In this episode, we break down ODSP — what it is, who qualifies, and how it fits into financial planning for people with disabilities.

Wednesday Jul 16, 2025
Guardianship
Wednesday Jul 16, 2025
Wednesday Jul 16, 2025
In this episode, we explore guardianship — what it means, when it’s needed, and how it helps protect the rights and well-being of a loved one with a disability.

Thursday Jun 26, 2025
Henson Trust Trustee Responsibilities
Thursday Jun 26, 2025
Thursday Jun 26, 2025
We’re continuing our conversation on Henson Trusts — this time focusing on the trustee’s role. Learn what a trustee is responsible for, how they manage the trust, and why choosing the right person matters.

Friday Jun 13, 2025
Understanding the Henson Trust
Friday Jun 13, 2025
Friday Jun 13, 2025
In this episode, we’re diving into Henson Trusts — what they are, who can benefit, and how they help protect the financial future of a loved one with a disability while preserving access to government benefits.

Tuesday May 27, 2025
Registered Disability Savings Program (RDSP)
Tuesday May 27, 2025
Tuesday May 27, 2025
In this episode, we’re diving into the Registered Disability Savings Plan — what it is, who qualifies, and how it can help you or a loved one save for the future with added government support.
Trademarks owned by Investment Planning Counsel Inc. and licensed to its subsidiary corporations. Investment Planning Counsel is a fully integrated wealth management company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund. Insurance products available through IPC Estate Services Inc.

