Financial: Future Care
Planning for the future care of an adult relative with a mental illness can be so daunting that many families delay. But early planning means decisions won’t have to be made in the emotional turmoil of a crisis. For information about securing your loved one’s future, including tax benefits that are available to family carers and also for people who need care, please explore the information on our site HERE, or contact one of the organizations below.
When a ‘resource’ is a person (for example a notary), it does not necessarily suggest an endorsement, but rather a recommendation to explore further (expertise, cost, etc).
Please note: AMI-Quebec helps families cope with mental health problems and illnesses in a loved one. We cannot provide financial advice. Please contact the organizations below for help.
| ORGANIZATIONS (website) | PHONE | DESCRIPTION | LOCATION |
|---|---|---|---|
| L'Appui | 1-855-852-7784 | An excellent and easy to understand guide to tax benefits that are available to family carers and also for people who need care [E/F] | Quebec |
| Agence Ometz Future Care | 514-342-0000 | Financial aid services and Administered Funds Program [E/F/H] | Montreal (Côte-des-Neiges & West Island) |
| Chambre des Notaires du Quebec | 514-879-1793 1-800-263-1793 | Resources and info for families about rights, wills & testaments. Information line allows you to speak with a notary free of charge. Search tool finds notaries in your area. [E/F] | QC |
| Nadia De Riggi, Notary | 514-484-2788 | Help with wills and trusts for the protection of any assets going to family members with mental illness [E/F] $ | Montreal (NDG) |
| Government of Canada | Website | Financial benefits for Canadians with disabilities and their families [E/F] | Canada |
| The Jewish Community Foundation of Montreal | 514-345-6414 | Wills, bequests, designated giving, planned giving [E/F] | Montreal (Côte-des-Neiges) |
| Nathan Leibowitz, Investment Advisor | 514-798-0470 | Wills, trusts, insurance, tax & estate planning, asset management for disabled individuals. Fee schedule varies. [E/F] $ | Montreal (Saint-Laurent) |
| L'Organisation D'Aide aux Sans-Emploi | 514-932-3926 | Information and individual consultation on social assistance [F] | Montreal (NDG) |
| Registered Disability Savings Plan | 1-844-311-7526 | Information about the Registered Disability Savings Plan [E/F] | Canada (BC) |
| Sylvain Carpentier, Notary | 514-395-4527 x 12 | Wills, trusts & tax planning, asset management for disabled individuals. Fee schedule varies. [E/F] $ | Montreal (Ville-Marie) |
| Plan Institute | 604-439-9566 | Future planning tool and other resources to support financial planning for those with disabilities. [E] | Canada (online) |
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