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About our LifeTRUST Planning Team

Since 1989 LifeTRUST Planning has helped families prepare a comprehensive future life plan for their family member with a disability and save tax dollars. With more than 35 years of experience in this highly specialized field, we have assisted families in addressing their concerns and helped create million of dollars in trust funds dedicated to the future financial security of their child, without affecting their entitlement to Government benefits and services.

John Dowson, Executive Director

John is the Executive Director and founder of LifeTRUST Planning. He is the author of “Lifetime Security Planning Kit” a do-it-yourself future planning guide that shows parents how to prepare a future life plan for their child, and “A Personal Life Plan” a planning guide for the Letter of Intent. John is a long standing member of “Community Living Newmarket and Aurora District” and chairs their Community Development Committee. He is a co-trustee and advocate of a special needs “Henson” trust for his niece. John has spoken on Life Planning issues to over 300 organizations in Canada and a key note speaker at provincial and national conferences for parents of people with disabilities. His insights on Life Planning for people with a disability have been featured in major Canadian newspapers and publications such as; The Toronto Star, The Toronto Sun, The National Post, The Investment Executive, TD Mutual funds magazine, Advisors Edge, Exceptional Family and many more. John is available as a lecturer, seminar leader or guest speaker. John can be reached at dowson@rogers.com or  telephone 1 800 638-7256  Read the article on John's activities for people with disabilities in the Canadian Insurance Journal   http://www.insurance-journal.ca/archives/2009/0901130207.asp


 

Dan King, MBA: Disability Tax Credit Specialist

Dan is the Disability Tax Credit Specialist for LifeTRUST Planning. He has extensive experience working with companies and non-profit organizations helping streamline operations and stay abreast of technical breakthroughs. Dan's unique insight into the Disability tax benefits for families and people with a disability has helped them recover taxes they never should have paid. Families have recovered $15,000, $20,000 or more in back taxes. Dan works in our Toronto office and can be reached at danking@sympatico.ca or phone 1 877 DTC(382)-1986

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Testimonials

L. Mariani
Newmarket, Ontario

Disability Tax Credit client, she got back $12100. John Dear Dan, Without your help I would not have know how to go about collecting this money. I am sure there are a lot of people out there in the same position I was in. You made all the forms easy for me and then had to chase after the paper work that went astray. I greatly appreciate all your help. Many thanks. Yours Truly,
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THINK TRULY TO THE FUTURE OF YOUR CHILD AND MAKE THOSE DREAMS COME TRUE

Celebrating 20 years of improving the lives of people with disabilities 1 800 638-7256

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