Uploaded April 2024 | Updated September 2026, 13 hours ago
Joeita speaks to financial advisor Ron Malis about estate planning and financial management for a child with a disability.
Highlights
• Financial Planning for a Child with a Disability - Opening Remarks (00:00)
• Introducing Ron Malis, Financial Advisor & Founder of Reegan Financials (01:08)
• Getting Started Working with People with Disabilities (02:08)
• When Do Parents Typically Start Planning for their Child’s Future (3:41)
• Specific Considerations for Parents of a Child with a Disability (06:38)
• Impacts of Social Assistance Programs and Setting Up a Trust (08:34)
• All About the Henson Trust & Choosing a Trustee (10:55)
• Impact of Inheritances and other Income on Social Assistance Payments (18:24)
• Eligibility Requirements for a Henson Trust (20:22)
• Estate Planning in a Tax Efficient Way (21:17)
• Benefits of Planning Earlier in Life (24:28)
• Closing Remarks (26:27)
Learn More about Ron Malis & Reegan Financial: reeganfinancial.com/about
About The Pulse
On The Pulse, host Joeita Gupta brings us closer to issues impacting the disability community across Canada.
Joeita Gupta has nurtured a life-long dream to work in radio! She's blind, moved to Toronto in 2004 and got her start in radio at CKLN, 88.1 FM in Toronto. A former co-host of AMI-audio's Live from Studio 5, Joeita also works full-time at a nonprofit in Toronto, specializing in housing/tenant rights.
The Pulse airs weekly on AMI-audio and is available as a podcast on your favourite platform. For more information, visit amiplus.ca/m/0/episode?seriesId=81331440-8e73-4b5b-aff1-1e8ca4a85790&app-config=%2Fc%2Fpodcasts
Follow Joeita on Twitter: twitter.com/joeitagupta
Like the Pulse on Facebook: facebook.com/the.pulse.ami
Subscribe to this channel: youtube.com/channel/UCpSCygsB9AFBhl_mhK86C6g?sub_confirmation=1
About AMI
AMI is a not-for-profit media company that entertains, informs and empowers Canadians who are blind or partially sighted. Operating three broadcast services, AMI-tv and AMI-audio in English and AMI-télé in French, AMI’s vision is to establish and support a voice for Canadians with disabilities, representing their interests, concerns and values through inclusion, representation, accessible media, reflection, representation and portrayal.
Learn more at AMI.ca
Connect on Twitter @AccessibleMedia
On Instagram @accessiblemediainc
On Facebook at @AccessibleMediaInc
On TikTok @accessiblemediainc
Email feedback@ami.ca
Joeita speaks to financial advisor Ron Malis about estate planning and financial management for a child with a disability.
Highlights
• Financial Planning for a Child with a Disability - Opening Remarks (00:00)
• Introducing Ron Malis, Financial Advisor & Founder of Reegan Financials (01:08)
• Getting Started Working with People with Disabilities (02:08)
• When Do Parents Typically Start Planning for their Child’s Future (3:41)
• Specific Considerations for Parents of a Child with a Disability (06:38)
• Impacts of Social Assistance Programs and Setting Up a Trust (08:34)
• All About the Henson Trust & Choosing a Trustee (10:55)
• Impact of Inheritances and other Income on Social Assistance Payments (18:24)
• Eligibility Requirements for a Henson Trust (20:22)
• Estate Planning in a Tax Efficient Way (21:17)
• Benefits of Planning Earlier in Life (24:28)
• Closing Remarks (26:27)
Learn More about Ron Malis & Reegan Financial: reeganfinancial.com/about
About The Pulse
On The Pulse, host Joeita Gupta brings us closer to issues impacting the disability community across Canada.
Joeita Gupta has nurtured a life-long dream to work in radio! She's blind, moved to Toronto in 2004 and got her start in radio at CKLN, 88.1 FM in Toronto. A former co-host of AMI-audio's Live from Studio 5, Joeita also works full-time at a nonprofit in Toronto, specializing in housing/tenant rights.
The Pulse airs weekly on AMI-audio and is available as a podcast on your favourite platform. For more information, visit amiplus.ca/m/0/episode?seriesId=81331440-8e73-4b5b-aff1-1e8ca4a85790&app-config=%2Fc%2Fpodcasts
Follow Joeita on Twitter: twitter.com/joeitagupta
Like the Pulse on Facebook: facebook.com/the.pulse.ami
Subscribe to this channel: youtube.com/channel/UCpSCygsB9AFBhl_mhK86C6g?sub_confirmation=1
About AMI
AMI is a not-for-profit media company that entertains, informs and empowers Canadians who are blind or partially sighted. Operating three broadcast services, AMI-tv and AMI-audio in English and AMI-télé in French, AMI’s vision is to establish and support a voice for Canadians with disabilities, representing their interests, concerns and values through inclusion, representation, accessible media, reflection, representation and portrayal.
Learn more at AMI.ca
Connect on Twitter @AccessibleMedia
On Instagram @accessiblemediainc
On Facebook at @AccessibleMediaInc
On TikTok @accessiblemediainc
Email feedback@ami.ca
