About Us
The Special Needs Planning Group
The "Special Needs" Planning Group is an organization that is made up of either parents of people with disabilities or planners who have an in-depth knowledge of the planning issues. We are experienced, knowledgeable professionals who understand the issue because we are dealing with them every day. We are not experimenting with your family member’s situation. We use a team approach to planning using Planners, Lawyers and Accountants, all of whom are specialists in planning for people with disabilities and we provide solutions which include much more than just a will and a trust account.
Our Founder: Graeme S. Treeby
Graeme Treeby is the parent of 3 children, the youngest of whom is named Jenny. Jenny has Cerebral Palsy, Developmental Delay, PDD and a number of other issues. In 1990, he and his wife first entered into the realm of planning for people with disabilities when they attempted to plan for Jenny's financial future. It was at that point when they came to realize that there were a multitude of questions, but few answers. Over the next several years, he and his wife researched the issues and ultimately discovered that there were affordable planning tools and techniques which would allow them to provide for Jenny's long term needs. It seemed logical for Graeme to permanently give up his Accounting Career to share this information with other families throughout the province of Ontario. Since 1993, that is exactly what he has done. In 1997 he founded The "Special Needs" Planning Group. Through this organization, he has concentrated his efforts on sharing information with families in Ontario regarding the funding of Discretionary (Henson) Trusts, acquiring government benefits today and providing a decent quality of life for our sons and daughters with disabilities in the future. As a Life Insurance Broker, he has never had to charge a fee for his services so the information he shares is accessible to everyone no matter what their financial situation. Those who have worked with Graeme have achieved the peace of mind of knowing that their son's or daughter's quality of life will continue to be enhanced for their entire lifetime.
Graeme's other interests have included past service on the Board of Directors of Community Living York South, and serving on various committees within that organization.
He also spent 14 years as a disability/financial consultant with the Ontario Federation for Cerebral Palsy.
What Makes Us Unique
The Special Needs Planning Group is a One-of-a-Kind
organization which has been serving the Special Needs
Community in Ontario for over two decades. What
makes us a cut above the rest?
- Our PRIMARY Focus is Your Son or Daughter: Planning for a decent quality of life for a person with a disability requires our full attention. This is not a “sideline” or “add on” for us.
- Parents of People With Disabilities: Each of our representatives is either a parent of a person with a disability or has in-depth knowledge of the issues surrounding the planning issues. We understand the issues because we are dealing with them every day.
- The Voice of Experience: With over 30+ years of direct experience in planning for people with disabilities, we speak with a solid knowledge base. We are not learning at the expense of your child.
- Team of Specialists: We have developed a team of Accountants, Lawyers and Planners, all of whom are specialists in planning for people with disabilities.
- Trustee Training and Support: Henson Trusts require Trustees with knowledge and multiple skills. Our Trustee Support Program guides your Trustees through the maze of rules and regulations of the Trustee Act and ODSP Act.
- Disability Author: Our founder, Graeme Treeby, is the author of Removing the Mystery, an Estate Planning Gide for Parents of People with Disabilities and The Trustee Reference Manual. Both publications have become the “Go To” planning reference material.
- Meet On-Line: We don’t put you through the stress of finding someone to care for your son or daughter while you meet with us. We are always pleased to meet with you conveniently on-line during the daytime or evenings.
- Comprehensive Planning: We bring the pieces of the planning puzzle together. Our Plans include Wills, Henson Trusts, Life Insurance, Investments, RDSP’s, Planning Guides, Planning Manuals and a variety of other pieces of the planning puzzle. The result is a Plan tailored to the needs of your family. We can also assist with your Investment and Retirement planning if you wish.
- No Fees: The financial cost of providing for our sons and daughters is high enough without having to pay to plan for their futures. We don’t charge any fees for our services.
Mission
The "Special Needs" Planning Group Mission Statement
Our Mission Is to Help Create Peace of Mind for Families of People with Disabilities.
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All rights reserved.
Contact Us
Please e-mail us:
phone:(905) 640-8285
fax:(905) 640-8285
The "Special Needs" Planning Group
70 Ivy Crescent,
Stouffville, Ontario
L4A 5A9
Publications
Two publications written by Graeme Treeby are Removing the Mystery: An Estate Planning Guide for Families of People With a Disability and Trustee Reference Manual - A Guide for Trustees of a Henson Trust.
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