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link to An Effective Strategy to Pass Your RRSP to a Disabled Child

An Effective Strategy to Pass Your RRSP to a Disabled Child

I work with many parents with disabled children. One of the questions that often comes up is how the parents can transfer their assets to the disabled child when they pass away.  Many of...

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link to Good News on the Disability Tax Credit!

Good News on the Disability Tax Credit!

So I was just reading the Disability Tax Credit (DTC) application this morning. The government seems to have widened the criteria for mental functions and life-sustaining therapy. On the...

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RDSP Income Matching Rates for 2018

Update about the Registered Disability Savings Plan (RDSP) As we entered into March, many RDSP account holders already received the "Annual Statement of Grants Entitlement." This is the letter...

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Bitcoin, Marijuana or Warren Buffet Style?

I recently received some inquiries regarding Bitcoin and Marijuana investments. Since many people are attraced by the related headlines, I did some research. Below are some interesting pieces for...

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Tips to Fulfill Your New Year’s Financial Resolution

I did not write this post about New Year's resolution until now on purpose. Some studies suggest most people would give up their New Year's goal by now. We all have a list of things that we...

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10 Tips for Canadians to Avoid Overspending During the Holiday

Christmas holiday is filled with joy and peace. It should be the moment where families and friends get together. However, rather than just spending quality time together, many Canadians often...

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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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