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Special Needs Financial

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North York, Canada

specialneedsfinancial.ca
Financial consultant· Disability services & support organisation· Insurance broker

Special Needs Financial Reviews | Rating 4.7 out of 5 stars (8 reviews)

Special Needs Financial is located in North York, Canada on 5160 Yonge St suite 1850. Special Needs Financial is rated 4.7 out of 5 in the category financial consultant in Canada.

Address

5160 Yonge St suite 1850

Phone

+1 4162213553

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Leila Swann

I contacted Geoffrey to calculate the retroactive contributions that we needed to make to maximize the grants for my husband's newly opened RDSP. He had been approved in 2018 going back 10 years. Geoffrey was able to calculate this amount for us within a day and his generosity with his time is so amazing. Thank you Geoffrey, every little bit helps when you are a family with special needs!

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Shira Wolch

Geoffrey helped me set up an RDSP and spent a long time walking me through my finances and helping me plan for my child's future. He took so much time to explain the process and how the RDSP process works. In addition to his expertise, he is incredibly compassionate. I cannot recommend his services highly enough.

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Ron Pasternak

Was very impressed with Geoffrey’s prompt response to our request for a free consultation. Even more impressed with his willingness to provide knowledge, advice and direction on dealing with our special needs Including setting up an RDSP . “During the consultation” he assisted us in contacting and clarifying matters with a government agency for us. Looking forward to a long lasting relationship with Geoffrey and his firm.

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G

I am a former financial planner now on ODSP. I received tremendously compassionate and accurate support from Geoff, who offered me over an hour of his time cogently explaining how to access all of the financial resources available to me. None of which was explained to me by my ODSP worker. He charged me nothing for his valuable time and advice. Thank-you sir!

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Jason K

I highly recommend Geoffrey and Special Needs Financial, giving him the top 5 stars for excellent service. When I was setting up an RDSP for my son, Geoffrey had all the answers to my questions, and was patient with me. He gave me all the information I needed to setup the RDSP, and maximize my investment to my sons bests interests. There is no question that I have 100% confidence in Geoffrey's abilities. He is reliable, professional, trustworthy, and very passionate about what he does. He never applies pressure. I couldn't recommend him or his company more.

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Todd Martin

Fantastic organization. Geoffrey has been very helpful with assisting us in understanding the various programs that are available for those living with a mental or physical impairment and how to appropriately plan for their future. Highly recommend.

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Ken Sproul

I strongly recommend Geoffrey and Special Needs Financial. He took the time to answer the questions I had about ODSP, RDSP’s and Henson Trusts even though I am not a client and he knew I was not likely going to become one. He had the answers to the questions I had, and confirmed my concerns that the person at the bank had provided me with the wrong answers.

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Sean T

This guy is a copycat. He doesn't care about your disabled child. Don't bother. Deal with someone who isn't a jack-of-all-trades.

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