Earlier this year, I attended an investment workshop hosted by SSQ Financial Group. (SSQ is a very solid insurance company. It was found in Quebec and expanding its business into Ontario.) During the...
Posts by Samuel Li
Who's looking after your finance now? Those of us who have long been in the financial advisory business are well aware that the turnover rate for new entries are very high in the first three...
Turning $12,000 Disability Savings into $40,000 in three years
RDSP Example: Last November, I did a RDSP workshop for families with special needs. During the presentation, I illustrated an example of how contributions toward the Registered Disability Savings...
Financial Tips for 2013 Happy New Year, hope all of you just had a wonderful holiday! After a relaxing vocation to Hong Kong, I guess I better start planning for the year 2013. As I'm working...
What is Disability Tax Credit (DTC)? We have been talking about Registered Disability Savings Plan (RDSP) for quite sometime. If you could still recall, in order to be eligible to setup a RDSP...
I met a person with pre-long disability awhile ago. With the great support from the Canadian government, he is receiving benefits from the ODSP (Ontario Disability Support Program). Unfortunately,...