Samuel Li, CEA, Financial Advisor- Disability Savings & Intergenerational Wealth Transfer
A success story from our client: “His expertise in RDSP’s impressed me…thoroughly explained again about the in’s and outs of RDSP’s and then helped us setup an RDSP fund for my son...
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...
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...
What Happens to Your RDSP When You Lose Disability Tax Credit Eligibility?
When it comes to RDSP, there's a lot to think about, right? I recently had some families come to me with a pretty important question: what happens to their RDSP if they no longer qualify for the...
One of the key features of the Registered Disability Savings Plan (RDSP) is the Canada Disability Savings Grants (CDSG). This is a matching grant that truly enhances the account balance. After...
