A Holistic and Common-Sense Approach to Plan for Your Finance
RRSP/RRIF, RDSP, TFSA, RESP, LIRA/LIF, Investments Planning, Estate Planning, Life Insurance Planning,
Are you a senior looking for proper ways to transfer your wealth to your families?
We help creating a personalized estate plan to efficiently transfer wealth to your families. This includes minimizing taxes, protecting assets, and ensuring that your wishes are followed, providing peace of mind for you and your loved ones.
Do you have a family member with disabilities?
We assist families with disabilities in accumulating wealth through the use of disability savings grants and bonds. Our approach focuses on growing assets and facilitating wealth transfer, all while minimizing the impact on government benefits to ensure the disabled person is well-supported for the future.
Who Are We?
I’m Samuel Li, and I have been running a financial advisory practice since 2005.
As a financial advisor in Ontario, currently registered through Investia Financial Services Inc., I’ve had the privilege of serving numerous Canadian families across various life stages.
I specialize in working with Canadians with disabilities, focusing on growing their assets through the Registered Disability Savings Plan (RDSP) while ensuring that their ODSP benefits remain intact through effective wealth transfer planning.
In addition, as a Certified Executor Advisor (CEA), I provide support to many senior clients in estate planning and accounts simplification.
As an independent financial advisor, I have no sales quotas or product-pushing requirements. My advice is entirely client-centric, always focused on their best interests.
I take a holistic and common-sense approach to my clients’ finances, thoroughly examining their overall financial situation. If this aligns with what you’re looking for, please don’t hesitate to contact us.
One of Canada’s largest independent dealers
I work with Investia Financial Services Inc, one of the largest independent dealers in Canada, boasting over 63 billion dollars in assets under administration (as of June 30, 2024), with thousands of advisors across various provinces.
Build a Well-Diversified Portfolio With Investments from Different Companies
Being part of Investia allows my clients access to investment solutions from over 60 reputable companies, including RBC, TD, BMO, CIBC, AGF, CI Investments, Fidelity, Dynamic, Mackenzie, Franklin Templeton, Sun Life, Manulife, just to name a few.
Truly Independent and Client Interest First
Unlike many banking institutions that may promote their own products, we are independent and have no quota requirements. This ensures that my team and I always work in your best interest.
Do you know that clients with an advisor could end up with more money?
Studies show that by seeking the services of an advisor, you will have about 2.3 times the assets than by not being advised1.
1 Claude Montmarquette and Alexandre Prud’homme, 2020
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..
Phillipa Lubin, London, Ontario
“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.“
– Leah and Kristian
“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
