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link to Why didn’t I receive matching grants in my RDSP?

Why didn’t I receive matching grants in my RDSP?

One of the key features of the Registered Disability Savings Plan (RDSP) is the Canada Disability Savings Grants (CDSG). This is a matching grant that truly enhances the account balance.  After...

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link to How do you maximize the RDSP?

How do you maximize the RDSP?

The Registered Disability Savings Plan (RDSP) is a saving tool that helps people with disabilities secure their long-term financial futures. Depending on the individual's circumstances, the...

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link to Do you need to report tax on your RDSP?

Do you need to report tax on your RDSP?

I regularly receive inquiries from families with disabilities about whether they need to report tax on their Registered Disability Savings Plan (RDSP), especially during tax season. Given the...

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link to Can you appeal a Disability Tax Credit decision?

Can you appeal a Disability Tax Credit decision?

So you have submitted the Disability Tax Credit application. You have high hope for it, but it came back with a denied notice. You’re probably wondering why – Did I miss something? Or did the CRA...

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link to What’s Next After You Submit the Disability Tax Credit Application?

What’s Next After You Submit the Disability Tax Credit Application?

Now that you've finally submitted your disability tax credit application, what's next? The first thing you should do is sit back and relax, as the process can take some time. The government will...

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link to How to apply for Disability Tax Credit? (approval tips that work)

How to apply for Disability Tax Credit? (approval tips that work)

Many families told me they are unsure how to apply for the Disability Tax Credit. If you are also looking to do so, this is the perfect post for you! Just a quick recap, Disability Tax Credit is a...

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

Samuel@SamuelConsultant.com

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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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