Secure your loved ones’ future, today
Will their quality of life continue, or will it suffer? How can we provide the money for the things that they want and need without disqualifying them from receiving government supports? All too often, we ask the questions, but no one can provide the answers. Due to this lack of understanding of the correct solutions to our concerns, Graeme Treeby founded “The Special Needs Planning Group” in 1997. In 2019 he teamed up with Derrick Lee-Shanok and Erin Blair to create the Bright Futures Plan to continue planning for families. Our mission is to secure your loved one’s tomorrow through proactive planning today.
Secure your loved one’s future with comprehensive estate planning
Long-term care requires adequate financial planning to ensure a comfortable future.
The right financial tools are the key to ensuring a disabled loved one’s quality of life
Covering the full spectrum of services
For more than two decades, our team has assisted countless families, lawyers and planning professionals in the preparation of plans that help people with disabilities achieve their full potential and the very best quality of life possible. The Bright Future Plan is designed to enhance the well-being of people with disabilities by developing a proactive strategy for their ongoing care and financial support.
Learn more about our Bright Future Plan and how it can address your loved one’s long-term needs and concerns.
How to Begin?
If you want to learn more about us and how we can help you plan for the future, please click here to book a call and we can discuss our services to make sure we are the right fit. Please feel free to check out our upcoming events and join a webinar to learn more about our team and knowledge. You may also wish to subscribe to our newsletters to find more about our team and issues concerning our community.
How are we compensated?
We are compensated through the investments we manage and the insurance plans we help you set up. We are not fee-based planners. We have chosen not to be fee based because we feel that we can better advise and guide our clients when we are managing the RDSP or overall investments. In many cases this model is much more cost efficient for clients, and they get an expert providing them with financial and investment advice along the way.