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Archives: Blog

Parents discuss the needs of child’s education savings (RESP)

Two parents are discussing the needs of saving for their child's education. This is a short clip with under 2 minutes long. Hope you enjoy it!

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Insure your child- Good or bad idea? (Part 1)

Should you get insurance for your child? There are always great debates on whether you should get life insurance for your child when they are still young. I recently read a column from another...

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Beware when choosing your child’s RESP

I remember a few months ago I was contacted by a couples. They have already setup a group RESP for their eldest son through another company. However,  they are dissatisfied with the investment...

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Canada Life rate increases on Sept 17, 2012

The continuing low-interest rate environment has caused Canadian insurers to re-evaluate the pricing of their products with long-term guarantees. As a result, many insurance companies have increased...

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RDSP Grants- Canada Disability Savings Grants (CDSGs)

Up to 300% matching RDSP Grants When talking about the advantage of setting up a Registered Disability Savings Plan (RDSP), we must talk about the Canada Disability Savings Grant (CDSGs) and the...

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Investment updates: Second Quarter 2012

After a promising start in the first quarter, capital markets became increasingly volatile in the second quarter, as Europe’s debt crisis escalated once again and weaker global economic activity...

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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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