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Category: Registered Disability Savings Plan (RDSP)

How To Save $398,891 For The Disabled Person?

Today, I want to share an example of how one could grow their disability savings to $398,891. Before I start, I want you to think about what does having that amount of savings would mean to the...

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link to RDSP Workshop At “I Believe in Miracles” Therapy Center

RDSP Workshop At “I Believe in Miracles” Therapy Center

If you are one of my email subscribers, you probably already noticed that on May 21st, 2014, I'm very delighted to be speaking at the "I Believe In Miracles"  therapy center. For those who haven't...

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Estate Planning For Families With Special Needs

Many parents that I've talked to are very active in saving for their children with special needs. Especially with the Registered Disability Savings Plan (RDSP), their attention is focused on getting...

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link to What Happens to RDSP if Beneficiary or Account Holder Dies?

What Happens to RDSP if Beneficiary or Account Holder Dies?

I recently had a meeting with a parent whose daughter is diagnosed with pro-longed disabilities. Since the daughter is incapable of making her own financial decision, her father becomes the account...

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Where Could I Find Out The Status Of My RDSP Grants and Bonds?

To find out the amount of disability savings grants and bonds one is entitled to involves many complex calculations. Factors such as the date that the disability tax credit is approved, the net...

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Obtain Disability Savings Benefits By Filing Your Income Tax

  I have came across a question from a person with special needs: "I already setup the RDSP, but why I haven't seen the grants and bonds being deposited into my account?" If you recall...

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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.

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Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.

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