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Category: Registered Disability Savings Plan (RDSP)

link to Samuel Li, CEA, Financial Advisor- Disability Savings & Intergenerational Wealth Transfer

Samuel Li, CEA, Financial Advisor- Disability Savings & Intergenerational Wealth Transfer

Many parents I come across often worry about the future of their child with a disability. For example: Will my child be able to take care of themselves? What disability benefits are actually...

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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...

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link to (Starter Video) What is Registered Disability Savings Plan (RDSP)

(Starter Video) What is Registered Disability Savings Plan (RDSP)

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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...

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link to What Happens to Your RDSP When You Lose Disability Tax Credit Eligibility?

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...

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link to Why didn’t I receive matching grants in my RDSP?

Why didn’t I receive matching grants in my RDSP?

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...

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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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