Geoffrey Zaldin Email & Phone Number

Geoffrey Zaldin is a Co-Founder and CEO at Special Needs Financial Inc. based in Richmond Hill, Ontario, Canada, North America. As a parent of a child with special needs, I know first hand how difficult it can be to plan for the financial future of a child or dependent with special needs. With so much misinformation out there, I have decided to specialize in special needs planning, RDSP's, Henson Trusts, Inheritance Trusts, tax planning issues, and estate structures. I will also continue working with small businesses and family owned business's to develop succession planning, transition planning and financial consulting ensuring that they are investing in the most tax efficient manners by using advanced tax planning, insurance and investment products. In addition to that, I am consulting on the Health & Welfare and Group Retirement Programs of several Multi-Employer Unions. Registered Disability Savings Plans (RDSP's) are much more complex than most people and even most financial advisors are even aware of. Please contact me and get an expert second opinion on starting or contributing in an RDSP. Specialties: Special Needs Financial Advising, Succession Planning, Transition Planning, Group Benefits, Third Party Administration for Multi-Employer Unions, Comprehensive tax planning, and adoption and integration of technology. Mutual Funds provided by Investia Financial Services Inc. All Insurance products and services are provided through Special Needs Financial Inc. and NOT Investia Financial Services Inc.