Episode 040: Financial Planning for the Future of Children with Special Needs with Jill Teeple
Butter Torts: A Truly Canadian Legal Podcast · Gluckstein Lawyers
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Show Notes
Brenda Agnew, your host, is welcoming Jill Teeple to today's episode. Jill is an investment advisor with BMO Nesbitt Burns and is also Gluckstein's Lawyers financial advisor. Jill has helped Canadians make smart money decisions and build profitable investment portfolios since 2008. Jill believes that every person should have a financial plan to help them reach their financial goals. In this episode, she shares her experience working for Community Living London, and her participation with the same organization in Ontario. JIll talks about financing planning for the future of children with disabilities, which is the least served and still, the most in need.
Key Takeaways:
[2:56] JIll shares how she got involved in financial planning.
[6:07] Financially planning the future of your children is the most complex planning you can find but is the least served and the most in need.
[7:30] Jill shares her experience at Community Living London and Ontario.
[19:24] Brenda shares her personal experience facing financial planning having a child with disabilities.
[25:03] Jill and Brenda explain how in financial planning being fair is not the same to be equal.
[29:50] You don't have to be rich to seek financial advice.
[32:25] Find someone you can talk to about your finances, someone that makes you feel comfortable and doesn't point out that you haven't done enough.
[34:33] What is the bare minimum that a family can do for the financial planning of their children? Jill gives amazing advice that most families don't know.
[41:20] Brenda talks about the lawsuit they went through as a family for the malpractice done to one of their children and what happened afterward.
[49:53] Everything you do today is leading up to make sure that you are structured ok, so later you are not excluded from benefits because you have done something wrong.
Mentioned in this episode:
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