Service Provider

Plan Institute

Provides financial and personal planning resources for people with disabilities and their families. Offers one-to-one benefits navigation support through the Disability Planning Helpline, including help accessing the Disability Tax Credit (DTC), Registered Disability Savings Plan (RDSP), and other federal and provincial supports; see Helpline program record for details. Hosts workshops, retreats, and courses. Also produces publications; see Learning Centre program record for details. Works to improve the lives of people with disabilities by collaborating on community-based projects, offering a variety of educational initiatives, and advocating for policy reform. Nonprofit society, registered charity.

Website

planinstitute.ca

Contact

Phone 1: 604-439-9566
Fax: 778-300-2313
Email: info@planinstitute.ca

Address

217-4388 Still Creek Drive
Burnaby, BC, V5C 6C6

Mailing Address

217-4388 Still Creek Drive
Burnaby, BC, V5C 6C6

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2 services offered by: Plan Institute

Disability Planning Helpline

Provided by Plan Institute
1 other services offered by this agency

Provides free information and advice about the Disability Tax Credit (DTC), the Registered Disability Savings Plan (RDSP), the Canada Disability Benefit, trusts and estate planning, advocacy approaches, government benefit programs, and social network building.

Provides free information and advice about the Disability Tax Credit (DTC), the Registered Disability Savings Plan (RDSP), the Canada Disability Benefit, trusts and estate planning, advocacy approaches, government benefit programs, and social network building. Advisors include financial advisors and personal coaches who have lived experience and first-hand knowledge of the topics. Current response time is generally four to eight business days. Serves Canada.
Information on the Canada Disability Benefit can be found at www.canadadisabilitybenefit.ca Information on the Registered Disability Savings Plans can be found at www.rdsp.com
Website

planinstitute.ca/helpline
Address

No address available
Advisors include financial advisors and personal coaches who have lived experience and first-hand knowledge of the topics. Current response time is generally four to eight business days. Serves Canada.
Information on the Canada Disability Benefit can be found at www.canadadisabilitybenefit.ca Information on the Registered Disability Savings Plans can be found at www.rdsp.com

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Mailing Address

217-4388 Still Creek Drive
Burnaby, BC, V5C 6C6

Contact

Phone 1: 1-844-311-PLAN (1-844-311-7526)

Email: helpline@planinstitute.ca

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Learning Centre

Provided by Plan Institute
1 other services offered by this agency

Offers free national webinars and resources on disability benefits such as the Registered Disability Savings Plan (RDSP), the Disability Tax Credit (DTC), and the Canada Disability Benefit (CDB), as well as wills, trusts, and estate planning for people with disabilities and their families.

Offers free national webinars and resources on disability benefits such as the Registered Disability Savings Plan (RDSP), the Disability Tax Credit (DTC), and the Canada Disability Benefit (CDB), as well as wills, trusts, and estate planning for people with disabilities and their families. Also runs a course on creating supportive networks for peole with disabilities and hosts an annual Caregivers Retreat.
Website

planinstitute.ca/learning-centre
Address

217-4388 Still Creek Drive
Burnaby, BC, V5C 6C6
Also runs a course on creating supportive networks for peole with disabilities and hosts an annual Caregivers Retreat.

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Mailing Address

217-4388 Still Creek Drive
Burnaby, BC, V5C 6C6

Contact

Phone 1: 604-439-9566

Fax: 778-300-2313

Email: learning@planinstitute.ca

Submit an update about this service

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