Success Stories

 

“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.”

“I first met Sam at an orientation meeting organized by Community Living Toronto way back in 2013. His expertise in RDSP’s impressed me at that meeting. We scheduled an appointment with him and a few days later Sam came home and 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. Since that time Sam became my financial advisor, I would seek his opinion before signing up for an insurance and when my mortgage renewal was up I sought his assistance in finding a good lender with much better rates. Recently when I thought I needed a personal loan he not only looked into finding which financial institution I could get it from but gave me the best financial advice that stopped me from getting back into debt. He’s one of the best financial advisers out there, I highly recommend him.”

Phillipa Lubin, London, Ontario

…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….” 


“Samuel Li is the best Financial Advisor I have dealt with. His service goes beyond after the transaction has ended. He is very personal and I know that he always puts our best interests first. He is very knowledgeable in his field and always offers options and leaves the decision making to us. He never pushed anything. I really appreciate that he takes time to explain everything until we fully understand what we are getting.

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. Thank you for all you do for us Samuel and in helping us secure our children’s future and ours. I will never stop recommending you to my friends and family as I would like them to have the same quality of service and care! 

All the best for the New Year and many more years to come. “

Leah and Kristian

 

“…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…”

“I met Samuel about a year ago through face book and l was very impressed with all the knowledge he has about special needs he helped us set up many different accounts , like TFSA account and Disability insurance , as my daughter can not get life insurance because of her special needs and many more things . Samuel is very hard working and very honest . He has also helped us consolidate our finances . He is amazing !!”

Maria Agosta, Markham, Ontario

“…certainly recommend your service to family and friends..”

“ 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.”

Kaylla D., Richmond Hill, Ontario

 

 “…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…”

“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. The fact that 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 as he always says he doesn’t like to be told what to do; yet we have been able to find a common ground with your expertise and understanding of our current situation and pointing us in the right direction. I literally feel like you have enlightened us and help us see what is out there, that otherwise we wouldn’t have known existed. I sincerely hope there were a million more like you who are being advisors with their heart and not just with their mind. Two thumbs up and may you continue having a lengthy, prosperous life so you can continue helping happy new clients like me and my husband.”

Brenda Pérez Gil Romo, Niagara Falls, Ontario 

 

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

“My wife and I recently met with Samuel to discuss our insurance needs. Samuel was very detailed and made things easy for us to understand. I really enjoy working with Samuel as he is someone who is always easy to get a hold of, and gets back to you in a timely manner with accurate information. I recommend all my clients to Samuel and every client has had nothing but nice things to say about their experience.

Andre Persaud, Mortgage Specialist, Etobicoke, Ontario 

 

 

“Want to see how we could assist you in planning for your finance?

Click here to schedule a 30 minutes no obligation meeting with us “

“…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.”


“My name is Gillian and I was in a work place accident a few years ago. I had two small children to support with no other income coming in. I was hand to move back home with my parents with two children and I was unable to work. I was so injured that it was impossible to take care of my children day to day needs. After a few years, I still was not getting better, I was disabled. I was a social worker, but now I am on the other side of the system. By this time I had no form of savings left and I was worried about the future of my children and myself. Retirement savings was just a dream. Finally I applied for ODSP and after many rejection letters and a tribunal interview I was given ODSP. It was still an uphill climb but I was ready and determined to keep going. I was up late one night and I came across Samuel Li profile on line and that was the best thing that happen to me in a long time. I met with Samuel a few days later to speak with him about the disability saving benefits from the government, he came with such knowledge and professionalism. Samuel has become a very important part of my family. He is trust worthy, honest and up front. Now I have hope and I can see my future a bit brighter. I am still disabled but with a financial adviser like Samuel I can look at my now adult children and a sure them that I’m going to be okay financially. Now I can put the rest of my energy into getting physical and emotional better. Thank you Samuel for your hard work and always being a joy to work with. God bless you.”

Gillian and Family, Toronto, Ontario

 

 

“…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…”

“When I met with Samuel recently, I was impressed with the in-depth knowledge he has, as well as his tools and strategies, for the clientele I serve: parents of premature babies and/or special needs children. I have not found many financial consultants who specialize in this area and it is a growing market. These parents have so much on their plate, that spending the time to find the best financial solution for their particular situation often just doesn’t happen. 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.” 

Susan Swan Jame, Preemie Coach 

 

“…it is a piece-of-mind so that we always know the family’s finances are taken care of…”

I would like to take this chance to express my utmost gratitude to Samuel Li for his long term dedication to our family’s financial matters.  Samuel has served our family for over a decade and has done it in the most reliable and professional way.  Not only has he provided top-notch investment advice and made discerning fund selections, he also assisted our family voluntarily in making major financial decisions that are outside his area of service such as purchasing a home, and even starting a business. What Samuel offers is beyond financial planning, it is a piece-of-mind so that we always know the family’s finances are taken care of.  If there is only one person to count on, it will always be Samuel.

Eric Fong, Toronto, Ontario

 

 “… Sam is pleasant and professional, and will cater to your immediate and long term goals…”

“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. Sam is pleasant and professional, and will cater to your immediate and long term goals. Thanks Sam for the many years of your expertise! Looking forward to many more years in the future as a satisfied customer. :)”

Jennifer Chung, Toronto, Ontario

 

“…really good in suggesting custom ideas which suits your financial situation…”


“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.”

Farhan Shah, Toronto, Ontario

 “…provide excellent investment advice tailored to my goals..”

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.

Maurice Cheung, Toronto, Ontario

 

 

 

 

 “…he has always been extremely responsive in all forms of communication, trustworthy, knowledgeable, professional, and a pleasure to work with.”

We have worked with Sam for over 3 years and are extremely happy to have found him. Even prior to purchasing our pre-construction, Sam has been working with us in our process of being first time home buyers. From giving us guidance in the planning stages on how much we could afford, getting together documents after making the purchase, to finalizing our mortgage to prepare for the closing of our home, Sam has helped make the process very smooth and stress-free. Throughout our 3 years of working with Sam, he has always been extremely responsive in all forms of communication, trustworthy, knowledgeable, professional, and a pleasure to work with. We give our highest recommendation for Sam for not only mortgages, but for all other insurance products he sells due to his professionalism and relationship building approach.

Jennifer Lam

 

“He really listens to my concerns/needs and provides excellent services”

Samuel is very knowledgeable and professional. He is very good at what he does. He really listens to my concerns/needs and provides excellent services( such as products introduction, price analysis, giving suggestions, specially follow-up etc.) My Fiancé has been his customer for 8+ years and I have been his customer for over a year. I am sure we will stay with his service for long term! More importantly, he is very kind. We highly recommend anyone to Samuel if you need help with professional advice in insurance, investment, mortgage etc.

Grace Yu

 

“I highly recommend Samuel because he is very responsible and honest.”

Over the past 6+ years Samuel has been providing excellent services managing my portfolio. From RRSP to life insurance to mortgage, Samuel has been on top of everything and constantly provided me updates on news that could potentially affect me. He has a wide range of knowledge and is able to answer my questions on a timely manner. I highly recommend Samuel because he is very responsible and honest. When it comes finance you would want someone whom you can trust and he’s definitely the guy.

Thomas Chong, Toronto, Ontario

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