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Category: Registered Disability Savings Plan (RDSP)

Anti-Avoidance Rules For Registered Disability Savings Plan (RDSP)

In the 2017 Federal Budget, there are a number of proposals that could impact the financial, tax and estate planning of Canadian. For families with disabilities, there is an improvement when applying...

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link to Why My RDSP’s Matching Grant Is Less Than The Previous Year’s?

Why My RDSP’s Matching Grant Is Less Than The Previous Year’s?

A number of families that I am working with already received their "Annual Statement of Grants Entitlement" from the government. Some of them contacted me and had the common questions "Why My RDSP...

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Our Top 7 Solutions To Common Barriers In Building Up Your RDSP Savings

I have been working with different families in putting more money into their long-term savings through the use of the Registered Disability Savings Plan (RDSP) since 2008, which was basically when...

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link to FAQ about Registered Disability Savings Plan (RDSP)

FAQ about Registered Disability Savings Plan (RDSP)

  RDSP - Account Level Questions: What is Registered Disability Savings Plan (RDSP)? Who is eligible to setup a RDSP account? How do I apply for the disability tax credit? ...

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3 Things To Look Out For When RDSP beneficiary Reaches Age Of Majority

1) Find out who should be the RDSP account holder The account holder is the person who could make all the decision regarding the Registered Disability Savings Plan. (i.e.: Decision on investments,...

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How To Plan For Disabled Adults Who Are Unable To Manage Their Finance?

When the disabled person is under the age of majority, there is relatively less restriction in managing for their finance. Typically speaking, the legal parents could manage on behalf of the child....

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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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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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