Making Cent$, Tax Considerations for Canadians Living with a Disability

Living with a disability can be expensive and families can face higher costs in addressing medical needs, personal care aides, support programs, technical devices and specialized equipment. There are programs to mitigate some of these costs, but they can be complicated and eligibility requirements can be confusing. Are you accessing all you should be? Are you paying too much tax? Are you structuring financial assets so that financial supports will remain intact in the future?

Come find the answers to these questions and many more.- Pay less tax, $8,000 in tax credits

– What can I write-off?

– Understand the medical expense credit and make full use

– $90,000 in government grants and bonds

– Pay your medical expenses tax-free

– Protect future social assistance (AISH income)

– Minimize taxes and maximize security for your loved one

– Structure your estate for success and protect your family

Presenter Bio

Audrey Veltri leads Wealth management practice that partners with Canadian Families to achieve financial well-being and deliver the confidence to enjoy today, secure tomorrow and own the future.

She specializes in providing guidance to families supporting dependents with a disability and family stewards to ensure access to all financial programs and to implement strategies to protect future government supports through periods of transition and at all life stages. Creating solutions that transcend generations, so families can secure a comfortable, safe and healthy future for the whole family.

Audrey has a passion for delivering financial confidence and fosters this through education and leadership. She was the recipient of The Calgary Learns Facilitator of the year Award in 2002 and has been recognized for her dedication to wealth planning, earning the Pillar Platinum award in 2017, 2018 and Pillar awards in 2019 and 2020. In recognition for her commencement to advocacy and inclusion she was awarded the Everyone Belongs award in 2019. She is also honored to be selected as a presenter for WXN, Canada’s leading organization that meaningfully propels and celebrates the advancement of women at all levels, in all sectors, and of all ages.