I made a post that explained how I found this forum I found the forum because it was shared in my interview blog post
Does anyone have any experience working with disability financial planning specialists who are familiar with all the aspects like CPP, tax efficiency and accounting, how to best invest the settlement $ meant to take care of me?
I attend networking events a lot, and I have some background in financial services, and I found myself a certified financial planner who was willing to learn the ODSP policy and he thoughtfully created a financial plan that works for me. Finding a financial planner who is willing to learn and also give appropriate advice is probably rare, but I couldn’t risk my emotions and investments being thrown into a roller coaster.
I found my financial planner listed on FP Canada website they have a section called Find a Planner. Interview a few of them to see which ones you connect with and who has the heart of a teacher and knows you are making the financial decision their job is to execute them.
Out of learning the ODSP policy and developing a passion for numbers I’m pursuing a career in finance and accounting to add to my entrepreneurship career. I’m eligible for ODSP and in 2017 I decided to read and read again the entire ODSP policy created a financial plan that could have me exit ODSP.
My goal is before I turn 50.
My financial planner runs his own independent business, he is not working in a bank. Which is extremely important. Bank financial planners are captive to the bank and they will sell you bank products.
There are hundreds of other options out there. FP Canada, find a planner directory Find a Planner