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...
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...
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...
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...
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...
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...
