As most of you should have filed our taxes by now (if you haven't yet, remember the deadline to file tax for individual is April 30, 2024).If you have already done so, it’s a great time to discuss...
Posts by Samuel Li
Start Your 2024 With The Top 11 Financial Questions Answered!
2023 had been a tremendous year for investments, and most of my clients had a reasonable positive return. As we step into 2024, it's important to look ahead and plan our financial strategies...
What Happens to Your RDSP When You Lose Disability Tax Credit Eligibility?
When it comes to RDSP, there's a lot to think about, right? I recently had some families come to me with a pretty important question: what happens to their RDSP if they no longer qualify for the...
One of the key features of the Registered Disability Savings Plan (RDSP) is the Canada Disability Savings Grants (CDSG). This is a matching grant that truly enhances the account balance. After...
The Registered Disability Savings Plan (RDSP) is a saving tool that helps people with disabilities secure their long-term financial futures. Depending on the individual's circumstances, the...
I regularly receive inquiries from families with disabilities about whether they need to report tax on their Registered Disability Savings Plan (RDSP), especially during tax season. Given the...