Financial Planning & Insurance Solutions

Service Description

Financial Guidance for Families At IG Wealth Management, we help you access support systems and develop a personalized financial strategy tailored to your family’s needs and goals. Federal Programs Available to All Canadian Families 🏛️ Disability Tax Credit (DTC) What it is: A non-refundable tax credit to reduce income tax. Who qualifies: Individuals with a prolonged physical or mental impairment. Why it matters: Makes other benefits like the RDSP accessible. 💰 Registered Disability Savings Plan (RDSP) What it is: A long-term savings plan for individuals eligible for the DTC. Key Features: ✅ Tax-deferred growth ✅ Canada Disability Savings Grant ✅ Canada Disability Savings Bond Who qualifies: Canadian residents under 60 approved for the DTC. Quebec-Specific Support Programs 💡 Family Support Program (Programme de soutien aux familles) What it is: A provincial program offering financial assistance to families of children with disabilities. What it covers: Additional expenses related to the child's condition and care. 👨‍👩‍👧 Supplement for Handicapped Children (Supplément pour enfant handicapé) What it is: A monthly benefit from Retraite Québec. Eligibility: ✅ Child under 18 ✅ Impairment lasting 12+ months ✅ Parents must receive the Family Allowance Benefit: Helps offset additional caregiving and support-related costs. Protecting Your Family’s Future: Key Insurance Considerations Government programs provide a strong foundation, but insurance ensures long-term financial stability. ✔️ Life Insurance ✔️ Critical Illness Insurance ✔️ Disability Insurance 🔍 Tip: Review your coverage regularly. Speak with our team to ensure it meets your evolving needs. Next Steps: Partner with IG Wealth Management Navigating financial options can be overwhelming. Let our team support you by: ✅ Identifying benefits and guiding applications ✅ Building a personalized financial plan ✅ Supporting you through every life stage—from diagnosis to long-term care planning 🤝 How We Help ✅ Expert guidance on government programs ✅ Customized investment and insurance strategies ✅ Ongoing support as your family’s needs evolve 📞 Let’s Talk You don’t have to do it alone. Book your free consultation to learn how we can support you. Umberto Verdone Mutual Fund Representative and Financial Security Advisor IG Wealth Management Inc. 📧 umberto.verdone@ig.ca