SPECIAL NEEDS PLANNING
with SPECTRUM FINANCIAL
January 2022
Greetings!

We hope this email finds you and your family well and enjoying 2022 thus far!

As the new year unfolds, we want to pass along some reminders and updates.

Wishing you all good health, happiness and a year full of success and opportunities!

Karen, Richard, Janet & Sheila
News & Updates

RDSP Statement of Entitlement

Sometime in the next few weeks, the Government will send out a "Statement of Entitlement" letter to all holders of an RDSP account.

This letter provides you with the maximum amount that can be contributed to the program in order to receive the maximum grant $$ available.

As a reminder to our exiting clients, please send us a copy of this letter, so we can ensure we stay on track.

2022 Contributions

If you wish to make a lump
sum RDSP contribution,
wish to begin, or make
changes to your monthly deposits, just give us a call or send us an email.
We will be happy to organize this for you.
Improvements made to the Disability Tax Credit Application

Have you seen the new DTC application?

It went from 6 pages to 16 and prompts the medical practitioner to give more details to paint a clearer picture.

Also, there is now a digital application process so that medical professionals can complete the application online. This should result in quicker response times.
~~ Great news! ~~
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