Building a Secure Future for Families with Special Needs
Contact us to learn more about Special Needs Planning
Planning for your children’s financial future is very important, but for families with special needs children, that planning can involve more complex and emotional decisions.
There are tax credits, savings vehicles and government programs to support special needs families. However, the path to creating a plan to financial support can be a challenging one, where the experience and expertise of a financial professional is paramount.
I have built a unique client process that ensures each client family has their own financial plan and accompanying investment strategy that is designed to withstand unexpected challenges. I would love to connect with you further to see if I can help you plan for your family’s financial future.
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ABOUT ADAM MCHENRY, CFA, MBA
Immersed in the wealth management industry since 2008, Adam recognized the value of helping client families to feel confident regarding their financial future.
“In today’s uncertain world, taking time to help clients become financially empowered is the foundation of every client conversation.”
Adam began his journey in the wealth management industry in 2008, just before the Great Financial Crisis of 2008/2009. Today, Adam and his business partner Brett, manage over $125 million in assets for their client families.
Adam, wife Katherine, and their children Victoria and William, are residents of the Port Credit neighbourhood of Mineola and take full advantage of the Port Credit community's beautiful lakefront, marina, many parks and downtown.
