CSR Wealth Management

09/14/2026

Henson Trusts are an important consideration if you have someone in your life with a disability.

You can learn more through Partners For Planning.
https://zurl.co/4JcOO

Leonard Henson was a true hero. Like so many of our cherished advocates he was motivated by trying to protect and plan for his daughter with a disability. Today, the Henson Trust goes the extra mile in not only safeguarding ODSP benefits, but secures great flexibility around estate planning. 

09/13/2026

I'll be presenting at this free Money Matters event on Thursday, September 24th from 2-3 PM.

I'll be talking about the Disability Tax Credit (so many people are eligible but don't know it) and the Registered Disability Savings Plan.

If you live in the area Brampton area, consider attending. You can book your spot by calling 905-790-7900.

09/08/2026

RDSPs are one of the most underused accounts in Canada.

If you or someone in your family under the age of 59 has a mental, physical or intellectual impairment that affects their daily life, please reach out. We're happy to take the time to answer all of your questions.

You can easily book a phone call with us from our website.

09/04/2026

Not all Superheroes wear a cape!

Sharing information about the Disability Tax Credit (DTC) and the Registered Disability Savings Plan (RDSP) with people who might benefit, it a true act of kindness.

Learn how you can help spread the word right here: https://zurl.co/gkbjn

09/03/2026

What is the Registered Disability Savings Plan or RDSP?
Find out right here: https://zurl.co/Tlkoa

Plain-language guide to the Registered Disability Savings Plan: who is eligible, how grants and bonds work, contribution limits, withdrawals, key ages.

09/02/2026

There are various ways to invest in your long-term savings and, for Canadians with disabilities and their families, there is the option of a Registered Disability Savings Plan (RDSP).

The RDSP has certain eligibility and contribution considerations and includes government assistance and tax benefits. This video outlines key characteristics.

If you have any questions or want to learn more about the RDSP, get in touch with us. You can book a call easily through our website.

https://zurl.co/rbz8J

Check out this video!

09/01/2026

This month we're focused on sharing more information about the DTC and RDSP - two financial tools that can help anyone with a disability or impairment.

To start, we encourage everyone to learn more about the DTC. It might be useful to you or someone you know, including aging parents or grandparents.

It's important to note that the DTC is not just for visible disabilities, but for any impairment, physical, intellectual or mental, that affects a person's life daily.

Also, it can be a disability that a person has developed later in life. Seniors often qualify based on impairments they have developed with age.

If you aren't sure if you or a loved one might qualify, ask us!

https://zurl.co/IubWO

The Disability Tax Credit (DTC) is a non-refundable tax credit.  It helps people with a disability, or those who support them, to reduce the amount of income tax they have to pay.  The DTC also opens the door to other valuable credits and programs. 

08/30/2026

Here are some simple ways to help protect your kids financially.

Have questions about any of them? We're here to help.