Ron Malis Financial Advisor

General information

I do what I do because life becomes so much more challenging when you have a child with a disability.

Individuals with disabilities are marginalized in society, often ignored or treated as objects of charity. And so are their families. A family’s finances can be severely impacted, forcing them to do much more with less. While other families expect their children to eventually support themselves financially, parents of children with developmental disabilities are faced with constant uncertainty as to how their children will support themselves. How will their son or daughter fare once they are too old or frail to parent? How do they arrange their affairs and make sure their child will be okay after they die?

80% of my clients either have a disability or have a child with a disability. Many of my clients' children are in their 20s, 30s, 40s and some are even in their 50s.

My work focuses on building long-term relationships with the individuals and families I work with, providing sound advice and service.

Disclaimer:
“The information provided here is for general information purposes only and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting, or professional advice. Readers should consult their own subject matter experts for advice on the specific circumstances before taking any action. The opinions expressed are those of the owners and writers only. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund specific simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation (CDIC) or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. Mutual Funds are offered through Worldsource Financial Management Inc. Segregated funds and all other products and services are offered through Independent Financial Concepts Group Ltd.”