RDSPlan Logo

What Makes RDSPlan Stand Out

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

Blog by RDSPlan

Thanks for stopping by our blog. If you’re looking for more information about RDSPlan, you’ve come to the right place.

About RDSPlan

At RDSPlan, we specialize in helping all Canadians under the age of forty-nine that qualify for the Disability Tax Credit (DTC) access the grants and bonds that the government has allocated for them.

Over the past ten years, we’ve seen some interesting cases, from banks not setting up RDSP accounts properly to Service Canada misspelling a person’s name on their SIN card. Instead of Louise, they got registered as Lousie. Some people don’t even have a first name listed as it only gets entered under their middle and surname.

We try to correct the mistakes and also take the time to raise awareness about RDSP and its benefits. Through efficient planning, we help clients relax when it comes to their loved ones.

Also, our dedicated team of advisors conveniently serves clients across the country, utilizing technology to get their full entitlement.

For example, just before Covid-19 struck, we started working with clients to sign their paperwork electronically and securely. This initiative was well-received, especially once the social distancing protocols were introduced during the pandemic.

We also remind clients not to wait till the last week of the year as there is a busy rush. Typically priority is given to those aged forty-five to forty-nine as they could lose out on up to $11,500 in grants and bonds if they miss the deadline.

The RDSPlan Difference

With over 90,000 financial advisors in Canada, customers have copious options at hand. However, unlike many advisors, we don’t have a $250,000 minimum investment.

In addition, we don’t have a high labor turnover that banks have to contend with, enabling our clients to deal with the same one or two people for years. We prefer to introduce two associates so that the other can take over if one is on holiday. It ensures that clients have a real-life person to communicate with instead of an automated phone system typically used by many financial institutions.

What also sets us apart is that we love ALL of our clients and want to ensure they have what they need when they need it. Therefore, we make ourselves readily available to assist clients with their requirements.

Once we foster trustful relationships, clients usually ask us about the other things we can do for them, including TFSA, RESP, RRSP. Our patient approach has made us successful.

One of our most significant achievements has been helping Canadians collect over $10,000,000 in grants and bonds for their retirement. When happy clients state that we’ve turned their family’s fortunes around, it makes all the long hours worth the effort.

Our dream for the future is to gain a reputation as the go-to company for all RDSP account issues. We want to make sure everyone who can qualify for the Disability Tax Credit (DTC) claims the available RDSP money.

While we are passionate about what we do, we also care about protecting the environment, so we offer ESG mutual funds which provide clients access to Green investing.

We also believe in giving back to society. As part of that belief, we help organizations empower the under-privileged people they support by showing them how to obtain government grants and bonds.

To learn more about all we do at RDSPlanplease click here. If you have any questions about how we can help you, we’d love to hear from you. Please get in touch with us here.