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Meet The Face Behind RDSPlan

Author: RDSPlan . | | Categories: Canada Disability Savings Grant , Financial Advisor , Registered Disability Savings Plan

Blog by RDSPlan

I’m Steven Williams, the proud owner of RDSPlan. I look forward to sharing my story. I hope that you will enjoy getting to know me better.

Helping people has always been a passion of mine. About eleven years ago, close friends of mine asked about the Registered Disability Savings Plan (RDSP) for their son with autism that qualifies for the Disability Tax Credit (DTC). At the time, I did not know much about the program but wanted to make sure they got the assistance they needed. 

It took me three months to get all the information together and found that it was the most fantastic program for people under forty-nine that qualify for the DTC. I even found out that the mom and daughter also qualified as they have type-one diabetes. 

I saw a need, and having been a financial advisor for eleven years and bringing twenty-plus years of accounting experience to the table, I established RDSPlan to ensure you and your family are taken care of.

Helping clients access the $90,000 in grants and bonds that the government has for them is the most enjoyable. It provides a light at the end of the tunnel for clients on a fixed income or for parents who realize that they don’t have to worry about their disabled child’s future.

As an individual, I believe what sets me apart from others is I provide the best service possible for all my clients.

I attribute my success to the fact I do more than what the banks do. This has provided my clients with the advantage of getting the best information possible.

Seeing up to $21,500 in retroactive grants and bonds go into a client’s account at once to boost their retirement savings has given me immense satisfaction over the years.

I have a few different hobbies and interests when I am not at work. However, I enjoy camping in the summer and woodworking in the winter.

I also believe in giving back to society and have donated blood and plasma over 700 times as part of that belief.

I have enjoyed sharing my story about the things which matter to me and how they influence the way I do business.

If you or someone you know could benefit from my Registered Disability Savings Plan expertise, I invite you to get in touch. A registered disability savings plan is a savings plan that is intended to help parents and others save for the long-term financial security of a person who is eligible for the disability tax credit. We serve clients all over Canada and believe every eligible Canadian should benefit. We live and breathe this program and look forward to helping you. Please visit our website at www.rdsplan.ca for more information.

Sincerely,

Steven 



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