Special Needs Planning with Spectrum Financial Strategies Inc

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Special Needs Planning with Spectrum Financial Strategies Inc Karen Roy is a Certified Financial Planning and mother of a child with Special Needs ~ She gets it!

I am so happy to be joining Partners for Planning as a guest speaker for their Money Talks webcast on November 17th!Spec...
11/04/2026

I am so happy to be joining Partners for Planning as a guest speaker for their Money Talks webcast on November 17th!

Special needs financial planning is something we are incredibly passionate about, and I am always grateful for opportunities to share my knowledge and help families navigate this sometimes complex world. 💚

Thank you to Partners for Planning for the invitation!

I hope you'll join us! Register using the link below, and please feel free to share with anyone who may benefit from this conversation.

https://www.planningnetwork.ca/events/money-talks

Are you raising a child with a disability and looking to secure their financial future? Join us on November 17th at 7pm EST for our free webcast, Money Talks. https://conta.cc/3MBgG2c

Together with our guest speakers, we'll explore key financial resources, valuable tax credits, and essential government funding available from Ontario and Canada—giving you actionable steps and practical guidance to navigate the financial sector with confidence as you plan for your child's future.

A live Q&A will follow the webcast — you don't want to miss it!

Planning for the future can feel overwhelming — you don’t have to do it alone. Let us help you to put a thoughtful plan ...
10/30/2026

Planning for the future can feel overwhelming — you don’t have to do it alone. Let us help you to put a thoughtful plan in place to provide security, dignity, and peace of mind — for you and the person you love most.

SpectrumSpecialNeeds.ca

ODSP doesn’t last forever — but your plan can. Proactive planning today can help ensure financial stability tomorrow. Le...
10/26/2026

ODSP doesn’t last forever — but your plan can.
Proactive planning today can help ensure financial stability tomorrow. Let’s plan ahead together. https://monkeylink.co/17fc5a

SpectrumSpecialNeeds

💙 Today is International Self Care Day.For caregivers, parents, and families supporting loved ones with special needs, s...
10/23/2026

💙 Today is International Self Care Day.

For caregivers, parents, and families supporting loved ones with special needs, self-care isn't a luxury — it's essential. Taking care of yourself helps ensure you can continue caring for those who depend on you.

Take a moment today to recharge, reflect, and give yourself the same compassion you so freely give to others.

Support your child’s independence! 🌟 With the First-Time Home Buyers’ Plan, you can use up to $60K from your RRSP to hel...
10/19/2026

Support your child’s independence! 🌟 With the First-Time Home Buyers’ Plan, you can use up to $60K from your RRSP to help them purchase their first home.

I can’t say enough good things about Janet and Affinity Consulting in Huntsville! ❤️Having worked with special needs ind...
10/18/2026

I can’t say enough good things about Janet and Affinity Consulting in Huntsville! ❤️

Having worked with special needs individuals and their families, I know how valuable it is to have someone who understands their challenges and offers compassionate, practical guidance.

I have tremendous respect for Janet and the difference she makes in the lives of children and their families. If your child is struggling with behavioural, communication or learning challenges, I encourage you to reach out. 💕

One of the biggest myths we hear: "I make too much money to qualify for the DTC."In reality, the Disability Tax Credit i...
10/16/2026

One of the biggest myths we hear: "I make too much money to qualify for the DTC."
In reality, the Disability Tax Credit is based on eligibility criteria related to daily functioning, not income.

10/14/2026
Start today for their tomorrow. 💚 Opening an RDSP and partnering with an experienced team helps build a secure, thriving...
10/12/2026

Start today for their tomorrow. 💚 Opening an RDSP and partnering with an experienced team helps build a secure, thriving future.

🍂 Thanksgiving looks different for everyone.For some, it's a busy table filled with family and laughter.For others, it's...
10/11/2026

🍂 Thanksgiving looks different for everyone.

For some, it's a busy table filled with family and laughter.
For others, it's a quiet day, a cherished memory, or a moment of reflection.
Not every season of life is easy, and not every family follows the same path.
But even in life's challenges, there can be moments of gratitude — for kindness, resilience, connection, and the people who walk beside us.

However you spend this Thanksgiving weekend, we hope you find a little joy, a little peace, and something that makes your heart smile.

With gratitude, from all of us at Spectrum. 🍁

Address

134 Collier Street
Barrie, ON
L4M1H4

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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