Skip to content
SamuelConsultant.com new logo
Search
  • Home
  • Investments
    • Our Investments Planning Process
    • Registered Disability Savings Plan (RDSP)
    • Registered Education Savings Plan (RESP)
    • Registered Retirement Savings Plan (RRSP)
    • Group RRSP
  • Insurances
    • Life insurance in Canada
    • Child Insurance
    • Critical illness insurance
    • Health and Dental Insurance in Canada
    • Travel insurance Canada
    • Group benefits
  • Mortgage
  • Blog
    • Financial Insights for Canadians with Disabilities
    • Financial Insights for Senior Canadians
    • Personal Finance
  • Tools & Resources
    • Investia Clients Login
    • Client Portal Starter’s Guide
    • Relationship Disclosure Information Document
    • Investor Profile Questionnaires
    • Financial Data Collection Form
    • Financial Calculators
  • About
    • Testimonials
    • The Values We Bring To You
    • How Are We Different In Managing Your RDSP?
  • Contact

Archives: Blog

Our Top 7 Solutions To Common Barriers In Building Up Your RDSP Savings

I have been working with different families in putting more money into their long-term savings through the use of the Registered Disability Savings Plan (RDSP) since 2008, which was basically when...

Continue Reading

Financial Products Should Not Be Forced To Be Tied Up Together

Many long-term readers probably know by now, I'm licensed in Ontario to assist my clients on multiple aspects of their finances, this includes to plan for their investments, mortgage and insurance...

Continue Reading
link to FAQ about Registered Disability Savings Plan (RDSP)

FAQ about Registered Disability Savings Plan (RDSP)

  RDSP - Account Level Questions: What is Registered Disability Savings Plan (RDSP)? Who is eligible to setup a RDSP account? How do I apply for the disability tax credit? ...

Continue Reading

3 Things To Look Out For When RDSP beneficiary Reaches Age Of Majority

1) Find out who should be the RDSP account holder The account holder is the person who could make all the decision regarding the Registered Disability Savings Plan. (i.e.: Decision on investments,...

Continue Reading

How To Plan For Disabled Adults Who Are Unable To Manage Their Finance?

When the disabled person is under the age of majority, there is relatively less restriction in managing for their finance. Typically speaking, the legal parents could manage on behalf of the child....

Continue Reading

Where Could I Find The Money To Make The RDSP Contribution?

One of the key benefits of having the Registered Disability Savings Plan (RDSP) is the ability to attract the Canada Disability Savings Grants (CDSGs). This is a matching grant from the government to...

Continue Reading
« PREV Page 1 … Page 6 Page 7 Page 8 Page 9 Page 10 … Page 26 NEXT »

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

SamuelConsultant.com new logo

Contact

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

Samuel@SamuelConsultant.com

Our Services

Investment Planning

Life Insurance Planning

Investia logo

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.

https://ia.ca/privacy-policy

© 2026 Copyright SamuelConsultant.com
  • Facebook
  • LinkedIn