The Fiduciary Duty to See What Others Miss

This presentation explores the advisor's fiduciary responsibility to identify planning opportunities that extend beyond traditional financial advice, with a focus on disability planning and government benefits. It examines the significant financial impact that disabilities can have on individuals and families, while highlighting how many eligible Canadians fail to access valuable programs such as the Disability Tax Credit (DTC), Registered Disability Savings Plan (RDSP), and other federal and provincial benefits. The session demonstrates how advisors can proactively identify eligibility, coordinate with specialized professionals, and integrate disability planning into comprehensive financial, tax, retirement, and estate strategies. Through practical examples and planning frameworks, advisors will learn how uncovering overlooked opportunities can improve client outcomes, strengthen trust, and fulfill their fiduciary duty by delivering more holistic and impactful financial advice.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! COMING SOON! Full presentation time: 56m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * CIRO (MFD)- 1 Business Conduct Non-Ethics credit (in bundles) * CIRO (ID)- 1 Compliance credit (in bundles) * Advocis - 1 IAFE Approved Ethics credit * CSI - 1 Compliance credit (in bundles) * FSRA - 1 FSRA Approved credit * AIC - 1 A&S credit (in AIC bundles & webcasts) * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Christine Brunsden

Christine Brunsden, TEP, EPC, MFA-P, is the founder and CEO of Benefits2, a Canadian platform that helps individuals and families access the Disability Tax Credit and the wider network of government benefits it unlocks. She brings close to thirty years of fiduciary experience to the work, having served as an executor, trustee, guardian, and attorney for property, including senior roles in the trust industry. Christine is a Trust and Estate Practitioner (TEP) and a member of STEP. She writes and speaks on the intersection of disability benefits, comprehensive financial planning, and fiduciary responsibility, and is currently developing a professional standards proposal on benefit identification as part of the planner's duty of care. Her work is guided by a simple commitment: Love. Legacy. Leadership.