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Archives: Blog

link to Can You Really Time The Investment Market?

Can You Really Time The Investment Market?

Last Monday, I did a workshop on personal finance for self-employed professionals at the YMCA. It was a great turnout! We have attendees from across different industries (i.e.: health, beauty, flower...

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link to 10 Brainstorming Questions for Your RRSP Planning in 2014

10 Brainstorming Questions for Your RRSP Planning in 2014

As we're in the RRSP season, you probably will hear a lot more about this four-letters word through different types of media. However, before you decide what to do for your RRSP this year, I'd like...

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link to What Are Your Financial Goals For 2014?

What Are Your Financial Goals For 2014?

Happy New Year! I wish you are having a safe and joyful holiday! Since we are at the start of the year, it is a good time to plan ahead your financial goals for 2014. Below are some tips you may want...

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link to Year-End Financial Tips for 2013

Year-End Financial Tips for 2013

10 Last Tax Tips for 2013 from Invesco Trimark Can't believe we are in December already. As we are approaching the year-end, there could still be some last minute arrangement to improve your...

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Employment Termination Series: How Do You Handle Your Company’s Pension Plan?

Many companies may offer pension plan as part of the employees benefits, where these plans are considered as one of the most important source of retirement funding beside government pensions and...

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link to Common Questions about RDSP

Common Questions about RDSP

Yesterday, I held an information booth for the Learning Disabilities Association of Peel Region. Not only that I made some great connections with other professionals that serves the special needs...

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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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