Learn how to assess eligibility, unlock grants and bonds, optimize RDSP growth, and integrate other government benefits into powerful disability-focused planning for disabled beneficiaries.
Unlock the full potential of the Registered Disability Savings Plan (RDSP) and transform your disability planning knowledge in this overview course!
Whether you're an advisor, advocate, or individual looking to enhance your knowledge of the RDSP, this course will equip you with everything you need to navigate, optimize, and maximize this powerful planning tool.
From eligibility requirements and enrollment basics to insider strategies for tapping into the Canada Disability Savings Grant and Bond programs, you'll gain a solid foundation in RDSP planning. Dive into how RDSPs interact with other benefit programs and uncover planning opportunities tailored to the often unique needs of persons with disabilities.
Packed with real-world insights and practical strategies, this course is your launchpad to confidently guide others—or yourself—toward providing long-term financial security and independence for disabled beneficiaries.
Join us and start turning potential into power—one RDSP at a time.
Michael Naito, CPA, CA, TEP, CFP® spent over a decade in public accounting primarily focused on taxation of Canadian owner-manager clients with a focus on corporate reorganizations, succession planning, and estate planning. Michael now works in the wealth management industry assisting investment advisors with holistic wealth planning services for their clients. Michael is a continuous learner and has a passion for teaching and mentoring others which is reflected in his continued involvement in facilitating the CPA Canada In-Depth Tax Program.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
