Financial Planning for Families and People with Disabilities

 ​I work with families and people with disabilities to create personalized financial plans that suit their unique needs. 
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Get Expert Guidance - Applying for ODSP and More

​One of my passions is helping people with disabilities and their families. This special area really “hit home” for me in 2018 when my Mom had what we thought was a stroke. I’ve also personally helped another family member navigate the challenging process of applying for ODSP (Ontario Disability Support Program).
​
The world of personal finance is that much more complicated when you need to balance the rigid eligibility criteria for government tax credits and programs for people with disabilities. I do my best to be an advocate for you and at least make this complicated world a little more personable.
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Young boy wearing superhero costume in hospital bed and smiling while making superhero pose.

​Helping You Navigating the World of Disability Grants and Support Program

With my comprehensive services, you can trust that you have access to the support you need to answer any questions you may have, empowering you to make informed financial decisions. I am committed to making the financial planning process easier for you and your family, by providing guidance, resources, and ongoing support with answers to your questions such as:
  • What is the Canadian government grant for people with disabilities?
  • Who is eligible for Ontario Disability Support Program?
  • What assets are exempt from ODSP?
  • What are the changes to ODSP 2023?
  • Does ODSP end at a certain age?

Beyond ODSP: Holistic Financial Planning for People and Families with Disabilities

We'll review more than just how to apply for ODSP. We can talk through the range of options available to you and what they entail including:

RDSPs and Contributions

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We'll discuss what makes sense and how RDSPs can help contribute to your long-term financial security 

Caregiver Benefits

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We can walk through any caregiver benefits that are available to you and your family. 

CPP Disability

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​We'll discuss the types of payments and the amount that may be available to you. 

Personal or Group Disability Coverage

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​This coverage can provide much-needed income replacement to support your long-term financial planning. 

Canada Disability Savings Grant

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​We can discuss tapping into this grant depending on your RDSP contributions. 

Canada Disability Savings Bond

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Depending on your income, the Canada Disability Savings Bond may be available to you.

    Ready to get started? Reach out today.

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Learn More About the Services I Offer

I am dedicated to helping you create a financial plan that is specifically designed for your goals and needs.  

Financial Planning

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Financial Planning Services

Cross Border Needs

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Cross Border Financial Planning

Retirement Planning

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Retirement Planning Services

Looking for More?

​Stay informed with the latest financial news and updates.
Financial News

Thank you for visiting!
I would love to chat with you soon!

¡Gracias por la visita!
¡Me encantaría hablar contigo pronto!
Email: [email protected].
Call: 647-865-6872
Hamilton, Ontario, Canada
Correo: [email protected].
Teléfono: 647-865-6872
Hamilton, Ontario, Canada
  TARA DOWNS ROCCHETTI, CFP
  • Home
  • Inicio
  • About Me
  • Acerca de mi
  • What I Do
    • Financial Planning
    • Insurance
    • Tax Planning
    • Seniors
    • Small Business Owners
    • Engineers and Tech Professionals
    • People with Disabilities
    • U.S. Citizens Living in Canada
    • New Canadians
  • Service Areas
    • Hamilton
    • Oakville
    • Burlington
  • ¿Qué hago yo?
    • Planificación Financiera
    • Ingenieros e informáticos
    • Personas de mayor edad
    • Personas con discapacidades
    • Ciudadanos estadounidenses en Canadá
    • Canadienses nuevos
  • Community
  • En la comunidad
  • Blog
  • News
  • Noticias
  • Contact
  • Contacto
  • Tools
  • Home
  • Inicio
  • About Me
  • Acerca de mi
  • What I Do
    • Financial Planning
    • Insurance
    • Tax Planning
    • Seniors
    • Small Business Owners
    • Engineers and Tech Professionals
    • People with Disabilities
    • U.S. Citizens Living in Canada
    • New Canadians
  • Service Areas
    • Hamilton
    • Oakville
    • Burlington
  • ¿Qué hago yo?
    • Planificación Financiera
    • Ingenieros e informáticos
    • Personas de mayor edad
    • Personas con discapacidades
    • Ciudadanos estadounidenses en Canadá
    • Canadienses nuevos
  • Community
  • En la comunidad
  • Blog
  • News
  • Noticias
  • Contact
  • Contacto
  • Tools