Special Needs Financial jobs and careers

About Special Needs Financial

We are focused on providing financial and estate consulting to special needs individuals and their families. The Registered Disability Savings Plan is severely underutilized and often poorly used and maintained. We are looking to change that to ensure that qualified individuals are able to receive the maximum amounts of the $90,000 in government money that is available. We also want to ensure that the financial and estate plan put into place will not negatively affect receiving social assistance and will minimize any tax implications. Mutual funds are offered through Investia Financial Services Inc.

Founded in 2014 by Geoffrey Zaldin and Michelle Goldstein Zaldin.