Wealth Basics

Wealth Basics A Licensed Financial Advisor helping families achieve financial security through personalized investment, insurance and financial planning.

Offering guidance on Services:
• RDSP • RESP • FHSA • TFSA • RRSP • Life, Disability and Health Insurance Artee Rana | Wealth Basics

09/17/2026

What’s one thing that helps you feel more prepared for school meetings?

Special needs school advocacy is more than meetings. It’s preparation, emotions, follow-up, and a lot of invisible work. If you’re in this season, I hope you remember that your voice matters.

Your child is lucky to have you in their corner.

With the cost of living continuing to rise, families are looking for practical ways to make their money go further.I hel...
09/15/2026

With the cost of living continuing to rise, families are looking for practical ways to make their money go further.
I help families explore tax-saving strategies and registered plans that can support a variety of needs—from education and retirement to long-term financial security and future care.
If you’re self-employed, a gig worker, or a contractor, you may also be missing out on disability coverage typically included in employer benefits plans.
Your ability to earn an income and support your family is one of your most valuable assets. Disability and critical illness coverage can help protect that income if an illness or injury prevents you from working.
These coverages may feel expensive, but the financial impact of being unable to work, requiring specialized healthcare, or needing 24/7 care can be far greater.
I’m excited to speak about these important topics at the Beyond the Chair Symposium and share practical strategies to help families plan, protect their income, and move forward with greater confidence.
If you’re wondering whether your current financial plan and coverage are keeping up with your family’s needs, let’s connect.

09/10/2026

If you know, you know. 😅 Special needs parenting comes with a whole vocabulary of its own. And sometimes, we just need understanding, not unsolicited advice. ❤️

09/08/2026

Small wins special needs parents will understand.
Special needs parenting often means celebrating progress that other people might not even notice. A new word, a calmer moment, one more minute of focus, one less prompt, these all count. These moments might look small to other people.
But you know what they really are: progress!
What’s one small win your family had this week?

If you had one of these moments this week, I hope you let yourself celebrate it.

09/03/2026

As the new school year starts, perhaps like me, you also feel the familiar anxiety bubbling up. So, here’s your reminder to take deep breaths, get rest and stay optimistic.
You don’t need to solve for the whole year now, one small step at a time is good. And even though it involves a sometimes-bumpy transition, the school routine is good for them, mostly. 🙂

Above all, know that you are allowed to rest. You don’t have to earn it. Be kind to yourself because remember, you can’t pour from an empty cup.

My self-care is a walk in the ravine where I all I can see are trees, anywhere I look. What is your self-care?

08/27/2026

Every child is different. ❤️

Some children may have higher support needs and may not be able to manage these tasks.
And that’s okay.

Getting through the day is a win, too.

We’re all on our own journeys. I’m sharing what works for our family in case it helps yours.

What chores do you give your special needs kids?

08/25/2026

Every child learns differently, and progress doesn’t always look the way we imagined it would. ❤️

To all the special needs parents: you’re doing more than you realize.

When a neurotypical sibling fundraises for her neurodivergent brother, it’s more than an act of kindness: it’s compassio...
08/20/2026

When a neurotypical sibling fundraises for her neurodivergent brother, it’s more than an act of kindness: it’s compassion in action. 💛

Special need siblings often grow up learning empathy, patience, and advocacy in ways that shape their hearts forever.

What is something small your child does to show compassion toward their special needs sibling?

Kinda chic to parent on your own terms. ✨When you’re raising neurodivergent kids, you learn pretty quickly that there’s ...
08/18/2026

Kinda chic to parent on your own terms. ✨

When you’re raising neurodivergent kids, you learn pretty quickly that there’s no one-size-fits-all rulebook.

Celebrate their wins. Protect their peace. Trust your instincts. And surround yourself with people who truly see and include your child. ❤️

Do you have a family member who just qualified for the Disability Tax Credit? Or just want to know more about RDSPs? Joi...
08/13/2026

Do you have a family member who just qualified for the Disability Tax Credit? Or just want to know more about RDSPs?

Join us for coffee and pastries at the Toronto Cricket Club on Thursday, September 10 to learn more about RDSPs, including maximizing grants, growing your investments, planning withdrawals, avoiding repayment of grants and more!

Scan the QR code on the graphic or register using the link ( https://shorturl.at/KZtQ9 ). This is an in-person event, so space is limited to 20 people. Please fill in the google form to reserve your spot and receive your registration confirmation.

I’d love to see you there!

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