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Archives: Blog

How many RDSP account could I have?

Could I have more than one RDSP account? I received this question from one of my email subscribers two weeks ago. The simple answer is no. Under the current rule, each beneficiary with prolonged...

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RDSP’s Impact on other Government Benefits

Will RDSP make me lose out other government benefits? This is one of the common concerns I got from most families with special needs. For income-tested federal government programs such as Canada...

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Canada Disability Savings Bonds (CDSBs)

Is the Registered Disability Savings Plan (RDSP) only for the wealthy families? In my previous posting, we have discussed over the Canada Disability Savings Grants (CDSGs). Although it is one of the...

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Second Quarter 2013 Investment Updates

Investments Updates for Canadians After more than four years of trying to boost its economy through extremely low interest rates and other measures, the U.S. Federal Reserve declared a tentative...

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Insure your child- Good or bad idea? (Part 2)

Continued from "Insure your child- Good or bad idea? (Part 1)" The earlier you get the policy, the lower the premium cost: Life insurance premium charges more as your child gets older. If you setup...

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Clip on “How to apply for Disability Tax Credit in Canada”?

RDSP Video #2 - Disability Tax Credit Canada This clip shares a general guideline of how one may apply for the disability tax credit in Canada. This is especially important to Canadian with...

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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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