P4P Planning Network Resource Hub

The P4P Planning Network was launched by Partners for Planning to support relatives, friends, or caregivers of a person with a disability with planning resources and tools. Resources on relationship building, school transitions, community involvement, financial objectives and more are shared and continuously updated on the website. 



Disability Alliance BC

Disability Alliance BC supports people in British Columbia with disabilities through direct services, community partnerships, advocacy, research and publications.

Their website provides information on disability benefits including the Disability Tax Credit (DTC), CPP Disability, Registered Disability Savings Plans (RDSP) and more.



Plan Institute Learning Centre

The Plan Institute Learning Centre presents workshops, webinars, publications and other resources for individuals and/or families of a person with a disability, support-care workers, and organizations.



RDSP calculator

Enhance the quality of life for a family member with a disability. By answering a few simple questions, the RDSP Calculator can help you project the estimated future value of an RDSP, and the approximate value of future withdrawal payments. Run various scenarios to see how it would affect the value of your RDSP.

The RDSP Calculator is a tool to help you assess the potential of opening and contributing to an RDSP. The estimates provided by the Calculator are for information purposes only. The profile of your RDSP may differ from the RDSP Calculator projection.



Breaking down barriers: A critical analysis of the Disability Tax Credit and the Registered Disability Savings Plan

The Disability Tax Credit helps Canadians by reducing the amount of income tax they are required to pay. The Registered Disability Savings Plan helps people with a disability or their caregiver save for the future by putting money into a fund that grows tax free until the beneficiary makes a withdrawal.

This report, released by the Senate Committee on Social Affairs, Science and Technology, makes 16 recommendations aimed at improving both programs. They are divided into short-term objective to make the process for the two programs simpler and clearer, and a long-term philosophical shift in the way Canada deals with people who are in financial distress but cannot advocate for themselves.  Recommendations include removing barriers that prevent people from taking advantage of the Disability Tax Credit and making enrolment in the Registered Disability Savings Plan automatic for eligible people under 60 years of age.



Future planning for people with disabilities


Delivered in partnership with Plan Institute, this webinar "Future planning tips for people with disabilities and those who support them," discusses how planning for A Good Life can lead to achieving greater peace of mind about the present.

This webinar also introduces the online Future Planning Tool for Persons with Disabilities*, a resource that helps you, your family, and your clients create a financial plan.

The speakers are:

  • Brendon Pooran, Founder and principal lawyer, PooranLaw Professional Corporation
  • Ted Kuntz, Chair, Board of Directors of Plan Institute
  • Tom O’Dwyer, Lead tax advisor, Ability Tax and Trust Advisors.

This is the webinar video recording.

Read the presentation slides for this webinar.

Discover the Future Planning Tool discussed in this webinar.

 




Financial supports for people with disabilities


In this webinar, "How to deliver financial supports for people with developmental disabilities," you will learn about financial supports and government programs for people with disabilities in Canada. The topics covered include: social assistance programs, the Disability Tax Credit and other benefits available under the Income Tax Act, the Registered Disability Savings Plan (RDSP) and estate plan tools including a discussion about Henson Trusts. The webinar also discusses practices to support persons with developmental disabilities with respect to their legal, tax and financial planning and recommended resources.

The speakers are:

  • Brendon Pooran of PooranLaw Professional Corporation
  • Tom O’Dwyer of Ability Tax & Trust 

This is the video recording of the webinar.

Read the presentation slides for this webinar.




The Registered Disability Savings Plan Program: Why Isn’t It Helping More People?

RDSP The Registered Disability Savings Plan: Saving for the Future

Step-by-Step Guide to Becoming Eligible, Opening, and Managing Your RDSP