Graeme Treeby, as the Founder of The "Special Needs" Planning Group, plays a pivotal role in shaping the financial futures of individuals with disabilities and their families. Under his leadership, the organization has developed the Bright Futures Plan, a comprehensive financial and estate planning initiative...
Graeme Treeby, as the Founder of The "Special Needs" Planning Group, plays a pivotal role in shaping the financial futures of individuals with disabilities and their families. Under his leadership, the organization has developed the Bright Futures Plan, a comprehensive financial and estate planning initiative tailored specifically for those navigating the complexities associated with disabilities. Graeme's expertise in areas such as ODSP (Ontario Disability Support Program), special education, and insurance strategies allows him to create customized plans that align with the unique dreams and ambitions of each family he serves.
One of the key projects Graeme is currently spearheading involves the integration of fixed annuities and segregated funds into the financial portfolios of families with special needs. This innovative approach not only provides financial security but also ensures that families can maintain their quality of life while planning for the future. Graeme’s deep understanding of trusts and pensions enables him to guide clients through the intricacies of estate planning, ensuring that their loved ones are protected and provided for, regardless of the challenges they may face.
With a strong focus on investment strategies that prioritize long-term stability, Graeme is committed to empowering families to make informed decisions about life insurance options that best suit their needs. His dedication to fostering a supportive environment for families of individuals with disabilities is evident in every aspect of his work, making him a trusted advisor and advocate in the field of special needs planning. Through his efforts, Graeme Treeby is not just planning for the future; he is creating brighter futures for countless families.
