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Category: Financial Insights for Canadians with Disabilities

Financial Guide for Disabled Canadians

Making a Challenge Less Challenging We had been talking about the Registered Disability Savings Plan (RDSP) in Ontario quite awhile. Although it is a wonderful financial tool for Canadians with...

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Beware of the fees when applying for Disability Tax Credits

Overpaying to apply for your Disability Tax Credits in Canada? Not too long ago, I received a phone call from one of my clients. She is a very nice lady that had been disabled for quite sometime....

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RDSP: Most Generous, but Complex Savings Tool

Last Saturday, there was a conference for families with special needs hosted by Community Living.  This was a whole day event, where speakers from numerous different industries had shared their...

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link to Turning $12,000 Disability Savings into $40,000 in three years

Turning $12,000 Disability Savings into $40,000 in three years

RDSP Example: Last November, I did a RDSP workshop for families with special needs. During the presentation, I illustrated an example of how contributions toward the Registered Disability Savings...

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Inheritance for Disabled Persons: RDSP and Henson Trust

I met a person with pre-long disability awhile ago. With the great support from the Canadian government, he is receiving benefits from the ODSP (Ontario Disability Support Program). Unfortunately,...

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RDSP Grants- Canada Disability Savings Grants (CDSGs)

Up to 300% matching RDSP Grants When talking about the advantage of setting up a Registered Disability Savings Plan (RDSP), we must talk about the Canada Disability Savings Grant (CDSGs) and the...

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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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