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Archives: Blog

RDSP Income Matching Rates for 2015

The chart below outlines the matching rates of "Canada Disability Savings Grants (CDSG)" in 2015     The chart below outlines the Canada Disability Savings Bonds (CDSB) in...

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10 Ideas To Put Your Tax Refunds Into Good Use in 2017

1) Build Up Emergency Savings We could anticipate regular expenses (i.e.: mortgage, car lease, groceries), but there are many others that could arise unexpectedly (i.e.: Car is broken down,...

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link to 8 Tips On Your Registered Disability Savings Plan (RDSP)

8 Tips On Your Registered Disability Savings Plan (RDSP)

1) Open your RDSP account ASAP I have been working in the financial industry since 2005, and the Registered Disability Savings Plan is truly one of the best financial programs I have ever seen....

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10 Questions That Lead To Financial Success

1) What is your financial goal? Sample Answer: Accumulate savings so there will be enough lifetime income to retire 2) Why is it important for you to achieve this financial goal? Sample...

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link to 7 Common RDSP Questions At The Community Living Event

7 Common RDSP Questions At The Community Living Event

                    Last Saturday, I attended an event called the "Connected Families Forum" hosted by Community Living Toronto. This was a full...

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Accessible Parking Permit In Ontario

Parking Permit For Ontarian With Disabilities The Accessible Parking Permit (APP) is designed to provide an easier way to get access to different locations for people with disabilities. A valid...

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About

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.

I specialize in servicing families with disabilities and also intergenerational wealth transfer. If you'd like to explore how I can assist you, feel free to email me at Samuel@SamuelConsultant.com

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Contact

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

Samuel@SamuelConsultant.com

Our Services

Investment Planning

Life Insurance Planning

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Mutual funds offered through Investia Financial Services Inc.

Insurance products are provided through Excel Insurance Agency Inc.

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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