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...
Posts by Samuel Li
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....
(Video) Disability Tax Credit Part 1 – Eligibility and Approval Tips
Disability Tax Credit (DTC) is a non-refundable tax credit for Canadians with prolonged disabilities. It helps to reduce income tax for families with disabilities and also open the door to other...