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

Category: Disability Tax Credit

link to RDSP Webinar Highlights & Helpful Resources (Hope for Autism)

RDSP Webinar Highlights & Helpful Resources (Hope for Autism)

Thank you to those who joined our recent RDSP webinar. Whether you were able to attend or not, I wanted to share the key points and resources with all of you because many families find this...

Continue Reading
link to Canada Disability Benefit is Here – Up to $2,400/year

Canada Disability Benefit is Here – Up to $2,400/year

I have some good news to share. If you’re already approved for the Disability Tax Credit (DTC), you might now qualify for the new Canada Disability Benefit (CDB). This...

Continue Reading
link to (Video) Disability Tax Credit Part 1 – Eligibility and Approval Tips

(Video) Disability Tax Credit Part 1 – Eligibility and Approval Tips

Disability Tax Credit (DTC) is a non-refundable tax credit for Canadians with prolonged disabilities. It helps to reduce income tax for families with disabilities and also open the door to other...

Continue Reading
link to Key Takeaways from the Registered Disability Savings Plan (RDSP) Workshop at SCBC

Key Takeaways from the Registered Disability Savings Plan (RDSP) Workshop at SCBC

Recently, I had the privilege of being invited by the Scarborough Chinese Baptist Church (SCBC) to share my knowledge and experience on the Registered Disability Savings Plan (RDSP) with their...

Continue Reading
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...

Continue Reading
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...

Continue Reading
Page 1 Page 2 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