Skip to content
SamuelConsultant.com new logo
Search
  • Home
  • Investments
    • Our Investments Planning Process
    • Registered Disability Savings Plan (RDSP)
    • Registered Education Savings Plan (RESP)
    • Registered Retirement Savings Plan (RRSP)
    • Group RRSP
  • Insurances
    • Life insurance in Canada
    • Child Insurance
    • Critical illness insurance
    • Health and Dental Insurance in Canada
    • Travel insurance Canada
    • Group benefits
  • Mortgage
  • Blog
    • Financial Insights for Canadians with Disabilities
    • Financial Insights for Senior Canadians
    • Personal Finance
  • Tools & Resources
    • Investia Clients Login
    • Client Portal Starter’s Guide
    • Relationship Disclosure Information Document
    • Investor Profile Questionnaires
    • Financial Data Collection Form
    • Financial Calculators
  • About
    • Testimonials
    • The Values We Bring To You
    • How Are We Different In Managing Your RDSP?
  • Contact

Tag: RESP

link to How Should You Position Your Portfolio for 2025?

How Should You Position Your Portfolio for 2025?

I hope you had a wonderful holiday season and a Happy New Year! As we kick off 2025, I wanted to take a moment to reflect on the incredible year we’ve just had. Many of my clients have enjoyed...

Continue Reading
link to How to Make the Most of Your Tax Refund?

How to Make the Most of Your Tax Refund?

As most of you should have filed our taxes by now (if you haven't yet, remember the deadline to file tax for individual is April 30, 2024).If you have already done so, it’s a great time to discuss...

Continue Reading

Bitcoin, Marijuana or Warren Buffet Style?

I recently received some inquiries regarding Bitcoin and Marijuana investments. Since many people are attraced by the related headlines, I did some research. Below are some interesting pieces for...

Continue Reading

Illustration of Registered Education Savings Plan (RESP)

When your children are minor, it might appear post-secondary education is a long way in the future. However, college and university are more important than ever, if we want our children to have more...

Continue Reading
link to What It Cost To Procrastinate In Making Financial Decision?

What It Cost To Procrastinate In Making Financial Decision?

Yesterday, I did a financial workshop for the YMCA Business Center. One key idea that I emphasize is not about any of the financial strategies, rather is the human psychology when it comes to making...

Continue Reading
link to Outlook 2014: Q2 from Investment Professionals

Outlook 2014: Q2 from Investment Professionals

As we entered into the second quarter of 2014, it is important to review over your investments. In going forward, how will you position your portfolio?  Below is a short video clip from Mackenzie...

Continue Reading
Page 1 Page 2 Page 3 Page 4 NEXT »

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.

I specialize in servicing families with disabilities and also intergenerational wealth transfer. If you'd like to explore how I can assist you, feel free to email me at Samuel@SamuelConsultant.com

SamuelConsultant.com new logo

Contact

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

Samuel@SamuelConsultant.com

Our Services

Investment Planning

Life Insurance Planning

Investia logo

Mutual funds offered through Investia Financial Services Inc.

Insurance products are provided through Excel Insurance Agency Inc.

Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. (“Investia”). Mutual funds, exempt market and exchange traded funds products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

Commissions, trailing commissions, management fees and other expenses may be associated with mutual funds/exempt market products/exchange traded fund investments. Please read the Fund Fact or prospectus carefully before investing. Mutual funds, exempt market product investments and exchange traded funds are not guaranteed, their values change frequently, and their past performance may not be repeated.

Insurance products are provided through multiple insurance carriers.

Segregated fund products are offered through PPI 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

© 2026 Copyright SamuelConsultant.com
  • Facebook
  • LinkedIn