profile iconWelcome to SamuelConsultant.com. My name is Samuel Li. I run a financial advisory practice in Ontario. Throughout the many years working in the financial industry, I have the opportunity to service many families with special needs. I soon came to realize that each of their financial challenges are very distinct from one another, and that specialized knowledge are often required when planning for their finance. However, many families cannot obtain the level of services that they need in their local financial institution, therefore, as a mission of our business, we strive to provide excellent financial services to families with special needs in Ontario.

 

Brenda Pérez Gil Romo, Niagara Falls

“First of all I want to say thanks a zillion Samuel for being so patient and understanding of our financial situation. I commend you for being so sensitive about people with disabilities such as my husband...you were so willing to give us a ton of information without being pushy or forcing us into any specific decision was what really made my husband chose you as our consultant…”

 

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2016-12-14T11:30:53+00:00
“First of all I want to say thanks a zillion Samuel for being so patient and understanding of our financial situation. I commend you for being so sensitive about people with disabilities such as my husband...you were so willing to give us a ton of information without being pushy or forcing us into any specific decision was what really made my husband chose you as our consultant…”   Click here to read more

Susan Swan James, Preemie Coach

“…If you are a parent with a preemie or special needs child, and have no time to look for the best financial solution, call Samuel for his expertise…”

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2014-02-17T00:50:20+00:00
“…If you are a parent with a preemie or special needs child, and have no time to look for the best financial solution, call Samuel for his expertise…” Click here to read more

Farhan Shah, Toronto

Samuel is a wonderful person. We are new to Canada and just had one Skype meeting with him. I can say he is quite clear about the technical aspect and is really good in suggesting custom ideas which suits your financial situation.

Thanks and hope to work with you in future.

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2014-03-13T16:41:11+00:00
Samuel is a wonderful person. We are new to Canada and just had one Skype meeting with him. I can say he is quite clear about the technical aspect and is really good in suggesting custom ideas which suits your financial situation. Thanks and hope to work with you in future. Click here to read more  

Jennifer Chung, Toronto

“I’ve been a client of Sam’s for more than seven years now, and I’m very happy with his work. So much so, that my husband has now transferred his own investments over to him...Looking forward to many more years in the future as a satisfied customer. :)”

 

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2016-12-14T11:26:57+00:00
“I’ve been a client of Sam’s for more than seven years now, and I’m very happy with his work. So much so, that my husband has now transferred his own investments over to him...Looking forward to many more years in the future as a satisfied customer. :)”   Click here to read more

Kaylla D., Richmond Hill

Thank you for your help with planning for my children’s education and insurance needs. You have helped me to understand all the options that were available and made it easier to choose one was best for me. I am happy with the service that I received and will certainly recommend your service to family and friends. I look forward to working with you for future financial planning.

 

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2014-02-17T00:33:50+00:00
Thank you for your help with planning for my children’s education and insurance needs. You have helped me to understand all the options that were available and made it easier to choose one was best for me. I am happy with the service that I received and will certainly recommend your service to family and friends. I look forward to working with you for future financial planning.   Click here to read more  

Phillipa Lubin, London, Ontario

"His expertise in RDSP's impressed me...thoroughly explained again about the in's and outs of RDSP's and then helped us setup an RDSP fund for my son with developmental delay syndrome."

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2016-12-17T09:08:59+00:00
"His expertise in RDSP's impressed me...thoroughly explained again about the in's and outs of RDSP's and then helped us setup an RDSP fund for my son with developmental delay syndrome." Click Here To Read More

Andre Persaud, Mortgage Specialist

“…he is someone who is always easy to get a hold of, and gets back to you in a timely manner with accurate information…”

 

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2014-02-17T00:45:45+00:00
“…he is someone who is always easy to get a hold of, and gets back to you in a timely manner with accurate information…”   Click here to read more

Maurice Cheung, Toronto

Samuel has been my financial consultant for almost 10 years now.  He provide excellent investment advice tailored to my goals, and he check with me regularly to provide information about my portfolio performance as well as recommend changes to my portfolio. I definitely recommend Samuel’s financial services to others.

 

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2016-12-14T11:22:57+00:00
Samuel has been my financial consultant for almost 10 years now.  He provide excellent investment advice tailored to my goals, and he check with me regularly to provide information about my portfolio performance as well as recommend changes to my portfolio. I definitely recommend Samuel’s financial services to others.   Click here to read more

Gillian and Family, Toronto, Ontario

“…I came across Samuel Li’s profile on line and that was the best thing that happened to me in a long time…speak with him about the disability saving benefits from the government, he came with such knowledge and professionalism.”


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2016-12-14T10:32:17+00:00
“…I came across Samuel Li’s profile on line and that was the best thing that happened to me in a long time…speak with him about the disability saving benefits from the government, he came with such knowledge and professionalism.” Click here to read more  

Leah and Kristian, Markham

…He offers top-notch customer service as well. He will often times three-way call so that he can ask the proper questions on my behalf. I don’t think anyone could get that in a bank….” 

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2016-12-21T10:44:05+00:00
“…He offers top-notch customer service as well. He will often times three-way call so that he can ask the proper questions on my behalf. I don’t think anyone could get that in a bank….”  Click Here To Read More

Maria Agosta, Markham

"...l was very impressed with all the knowledge he has about special needs he helped us set up many different accounts...Samuel is very hard working and very honest..."

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2016-12-23T10:53:19+00:00
"...l was very impressed with all the knowledge he has about special needs he helped us set up many different accounts...Samuel is very hard working and very honest..." Click Here To Read More

 

Below are our area of expertise:


RDSP savings autistic child

Enhance Your Long-Term Savings With Disability Savings Benefits

With the help of the Government of Canada, qualified individual with prolonged disabilities could obtain up to $90,000 Canada Disability Savings Grants and Bonds.

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non-medical exam critical illness coverage (caption)

Protect Your Family Against Critical Illness With Non-Medical Exam Coverage

When someone in your family is critically ill, the last thing you want to worry about is taking time off work, income being reduced, adding financial stress to an already tough situation. Many families with special needs cannot find a proper coverage due to their health condition, but we might just have the right solution for you.

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mortgage Ontario special needs

Poor credit, No income proof, No problem

We have access to alternative lending to meet your mortgage, refinancing or debt consolidation needs.

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