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Category: Ontarian with Special Needs

link to RDSP Radio Show With “Families for HOPE Network”

RDSP Radio Show With “Families for HOPE Network”

Earlier this month, I was very delighted to be the guest speaker of an online radio show for "FAMILIES FOR HOPE NETWORK".  Families for HOPE Network was created to provide an online support group...

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link to 8 Tips On Your Registered Disability Savings Plan (RDSP)

8 Tips On Your Registered Disability Savings Plan (RDSP)

1) Open your RDSP account ASAP I have been working in the financial industry since 2005, and the Registered Disability Savings Plan is truly one of the best financial programs I have ever seen....

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link to 7 Common RDSP Questions At The Community Living Event

7 Common RDSP Questions At The Community Living Event

                    Last Saturday, I attended an event called the "Connected Families Forum" hosted by Community Living Toronto. This was a full...

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Bursary For Students With Disabilities (BSWD)

Financial Aid For Students With Disabilities In Ontario The purpose of this bursary is to assist students with either temporary or permanent disabilities who incur additional costs due to their...

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Income and Employment Support For Disabled Ontarian – Ontario Disability Support Program (ODSP)

Last week, I shared a list of disability benefits programs available in Ontario. As I mentioned in that post, I'll go through some of those programs in more details. One of the struggles that I...

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link to Comprehensive List of Disability Benefits Programs For Canadians

Comprehensive List of Disability Benefits Programs For Canadians

Throughout my years as a financial advisor, I have had the privilege of serving many families with disabilities. Each family faces unique financial challenges, such as finding income support,...

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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

Our Services

Investment Planning

Life Insurance 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.

https://ia.ca/privacy-policy

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