Life insurance in Canada

About

Hi, I'm Samuel Li. I started my financial advisory practice in 2005, assisting Canadians in growing their long-term wealth while protecting their assets.

One area I specialize in is servicing families with disabilities. If you'd like to explore how I can assist you, feel free to email me at Samuel@SamuelConsultant.com

Contact

80 Acadia Ave., Suite 205, Markham, Ontario. L3R 9V1

Samuel@SamuelConsultant.com

Our Services

Investment Planning

Life Insurance Planning

Mortgage

Mutual funds offered through Investia Financial Services Inc.

Insurance products are provided through Excel Insurance Agency Inc.

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

Insurance products are provided through ‘’Excel Insurance Agency’. Segregated fund products are offered through Excel Insurance Agency and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund. Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.

https://ia.ca/privacy-policy

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