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)
PHONEDESCRIPTIONLOCATION
Agence Ometz Future Care514-342-0000Financial aid services and Administered Funds Program [E/F/H]Montreal (Côte-des-Neiges & West Island)
Chambre des Notaires du Quebec514-879-1793
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, Notary514-484-2788Help with wills and trusts for the protection of any assets going to family members with mental illness [E/F] $Montreal (NDG)
Government of CanadaWebsiteFinancial benefits for Canadians with disabilities and their families [E/F] Canada
The Jewish Community Foundation of Montreal514-345-6414Wills, bequests, designated giving, planned giving [E/F]Montreal (Côte-des-Neiges)
Nathan Leibowitz, Investment Advisor514-798-0470Wills, trusts, insurance, tax & estate planning, asset management for disabled individuals. Fee schedule varies. [E/F] $Montreal (Saint-Laurent)
L'Organisation D'Aide aux Sans-Emploi514-932-3926Information and individual consultation on social assistance [F]Montreal (NDG)
Registered Disability Savings Plan1-844-311-7526Information about the Registered Disability Savings Plan [E/F]Canada (BC)
Sylvain Carpentier, Notary514-395-4527 x 12Wills, 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)