DTC Eligibility Checker
For anyone wondering whether a disability could mean tax money back. See whether you, or someone you care for, may qualify for the Disability Tax Credit.
Try the checkerStart here
Pick the question you are carrying
Each checker answers one question well. If you are not sure which one fits, start with the DTC checker: it is the key that unlocks most of the rest.
RDSP Readiness Checker
For families who hold an RDSP, or could. Check whether an RDSP belongs in your plan, and what government grants and bonds could add to it.
Try the checkerRDSP Starter Checklist
For families ready to open an RDSP. Ten plain steps to open a Registered Disability Savings Plan, claim up to $70,000 in grants and $20,000 in bonds, and avoid the common delays.
See the stepsLife Insurance Explorer
For anyone sorting out coverage for the people they love. Term, universal, whole life, and the simpler paths, compared in plain English.
Explore coverageBusiness Insurance Explorer
For business owners and incorporated professionals. Key person coverage, buy-sell funding, and group benefits, sized for your business.
Explore coverageInvestment Calculator
For savers who want to see the math. Project an RDSP, TFSA, RRSP, RESP, or FHSA, and see what starting now is worth.
Run the numbersCould This Be For You?
For anyone curious about doing this work yourself. A short quiz on fit, values, and what the days actually look like.
Take the quizHow these tools fit together
Most people start with the DTC checker, because the Disability Tax Credit is the key: it unlocks the RDSP and several other benefits. The RDSP checker comes next, to see what grants and bonds could be on the table. The calculator then projects what those dollars could become over time. The insurance explorers cover the protection side, for your family and for your business. And if you finish a checker thinking this is work you would like to do, the quiz is for you.
Stuck on a result? Every checker ends with the option to talk it through with Sean, free. The tools give you the picture. A conversation gives you the plan.