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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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link to Disability Tax Credit (Easy-to-Understand Guide with life examples)

Disability Tax Credit (Easy-to-Understand Guide with life examples)

If you or someone in your family has a severe and prolonged disability, you should check out the Disability Tax Credit.   The disability tax credit (DTC) is a non-refundable tax credit....

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link to Who can be the Qualifying Family Member of an RDSP? (2023 Update)

Who can be the Qualifying Family Member of an RDSP? (2023 Update)

Ever since the announcement of the recent Federal Budget, I’ve been keeping a close eye on the latest news to ensure that more families are fully informed about its potential impact. If you recall,...

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link to What was up in 2022? Could they be your RRSP choices this year?

What was up in 2022? Could they be your RRSP choices this year?

As you have witnessed, the investment market was extremely volatile last year. And it was mainly due to multiple global crisis events.  The war between Ukraine and Russia The rise of...

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link to Let’s Support “Move with Love for Village Eulogia”

Let’s Support “Move with Love for Village Eulogia”

This morning, I was talking to a long-term friend. She's a member of the Village Eulogia. (A few months ago, I also had a chance to host an RDSP workshop for them and met with many wonderful...

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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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