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Category: Registered Disability Savings Plan (RDSP)

Where Could I Find The Money To Make The RDSP Contribution?

One of the key benefits of having the Registered Disability Savings Plan (RDSP) is the ability to attract the Canada Disability Savings Grants (CDSGs). This is a matching grant from the government to...

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link to Investment Philosophy For RDSP

Investment Philosophy For RDSP

This Wednesday, I was invited delightfully to the Mackenzie Investments Symposium day. This professional event was hosted in their office building in downtown Toronto, and the purpose was to develop...

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What Happens If The RDSP Beneficiary Has Shortened Life Expectancy?

Awhile ago, I received a question from one of my email subscribers. This was an email from a mother where her son with disability has shortened life expectancy. "Dear Samuel, thank you for...

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How To Maximize Your Disability Tax Savings And Benefits?

To help you in getting most of the disability tax savings and benefits, when you do your tax filing this year, you may want to discuss with your accountant first whether you would be...

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link to The Power of RDSP 2015: How to Turn $16,500 into $66,000 in 4 years?

The Power of RDSP 2015: How to Turn $16,500 into $66,000 in 4 years?

A few weeks ago, I was invited to the RDSP Discussion Group hosted by Mackenzie Investments Inc. Mackenzie is the top-notch company that provides many great resources in the RDSP planning. The...

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link to Top 6 RDSP Enhancement Wishlist

Top 6 RDSP Enhancement Wishlist

The Registered Disability Savings Plan (RDSP) is a wonderful long-term savings program for Canadians with disabilities, that's no question about it. Although I believe it's grants and bonds make it...

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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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