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Posts by Samuel Li

link to Samuel Li, CEA, Financial Advisor- Disability Savings & Intergenerational Wealth Transfer

Samuel Li, CEA, Financial Advisor- Disability Savings & Intergenerational Wealth Transfer

Many parents I come across often worry about the future of their child with a disability. For example: Will my child be able to take care of themselves? What disability benefits are actually...

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link to RDSP Webinar Highlights & Helpful Resources (Hope for Autism)

RDSP Webinar Highlights & Helpful Resources (Hope for Autism)

Thank you to those who joined our recent RDSP webinar. Whether you were able to attend or not, I wanted to share the key points and resources with all of you because many families find this...

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link to Canada Disability Benefit is Here – Up to $2,400/year

Canada Disability Benefit is Here – Up to $2,400/year

I have some good news to share. If you’re already approved for the Disability Tax Credit (DTC), you might now qualify for the new Canada Disability Benefit (CDB). This...

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link to Tax Filing Reminder: Claim Your Disability Amount & Medical Expenses

Tax Filing Reminder: Claim Your Disability Amount & Medical Expenses

As tax season approaches, I know many of you are getting ready to file your 2024 tax return. Just a quick reminder—the deadline to file is April 30, 2025. If you or a family member have...

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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...

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link to A Portfolio That Thrives Across U.S. Presidencies

A Portfolio That Thrives Across U.S. Presidencies

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...

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About the Author

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

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

Samuel@SamuelConsultant.com

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Mutual funds offered through Investia Financial Services Inc.

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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.

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