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...
Posts by Samuel Li
Have you been following the U.S. election? I stayed up late on election night to catch every update! Now that we know Donald Trump will be the next president, you may be curious about what this could...
Estate Planning: Too Many Accounts Create Challenges for Your Family
Have you ever thought that your hard-earned money, saved over decades, could vanish into unclaimed funds—never reaching your loved ones? I was just reading an article in the National Post that...
A Portfolio that Grows from $10K to Over $28K Across Market Ups and Downs
Many of you have likely noticed the recent market volatility. To keep my clients well-informed, I've reviewed commentaries from numerous economists and portfolio managers in the past couple...
A Special Gift for Your Grandchildren (Intergenerational Wealth Transfer)
Since I obtained the Certified Executor Advisor (CEA) designation, I have had many meaningful conversations with senior clients. One common thread I find is their deep love for their grandchildren....