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Category: Registered Disability Savings Plan (RDSP)

Canada Disability Savings Bonds (CDSBs)

Is the Registered Disability Savings Plan (RDSP) only for the wealthy families? In my previous posting, we have discussed over the Canada Disability Savings Grants (CDSGs). Although it is one of the...

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Clip on “How to apply for Disability Tax Credit in Canada”?

RDSP Video #2 - Disability Tax Credit Canada This clip shares a general guideline of how one may apply for the disability tax credit in Canada. This is especially important to Canadian with...

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My First Video on the Registered Disability Savings Plan (RDSP)

RDSP Video #1: What is RDSP? Whenever I try to look for new information, I would research online. Out of many platforms, I usually learn better with video tutorials. Since I constantly look for...

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How To Receive Thousands Of Dollars In Canada Disability Savings Bonds From The Government?

Canada Disability Savings Bonds For Low Income Families Not too long ago, I had a meeting with a client, she is a single mom to a daughter with autism. During our conservation, she revealed that...

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Financial Guide for Disabled Canadians

Making a Challenge Less Challenging We had been talking about the Registered Disability Savings Plan (RDSP) in Ontario quite awhile. Although it is a wonderful financial tool for Canadians with...

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Beware of the fees when applying for Disability Tax Credits

Overpaying to apply for your Disability Tax Credits in Canada? Not too long ago, I received a phone call from one of my clients. She is a very nice lady that had been disabled for quite sometime....

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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

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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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