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Category: Registered Disability Savings Plan (RDSP)

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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link to How do you maximize the RDSP?

How do you maximize the RDSP?

The Registered Disability Savings Plan (RDSP) is a saving tool that helps people with disabilities secure their long-term financial futures. Depending on the individual's circumstances, the...

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link to Do you need to report tax on your RDSP?

Do you need to report tax on your RDSP?

I regularly receive inquiries from families with disabilities about whether they need to report tax on their Registered Disability Savings Plan (RDSP), especially during tax season. Given the...

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link to Who can be the Qualifying Family Member of an RDSP? (2023 Update)

Who can be the Qualifying Family Member of an RDSP? (2023 Update)

Ever since the announcement of the recent Federal Budget, I’ve been keeping a close eye on the latest news to ensure that more families are fully informed about its potential impact. If you recall,...

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link to An Effective Strategy to Pass Your RRSP to a Disabled Child

An Effective Strategy to Pass Your RRSP to a Disabled Child

I work with many parents with disabled children. One of the questions that often comes up is how the parents can transfer their assets to the disabled child when they pass away.  Many of...

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link to Good News on the Disability Tax Credit!

Good News on the Disability Tax Credit!

So I was just reading the Disability Tax Credit (DTC) application this morning. The government seems to have widened the criteria for mental functions and life-sustaining therapy. On 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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80 Acadia Ave., Suite 205, Markham, Ontario. L3R 9V1

Samuel@SamuelConsultant.com

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Investment 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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