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Category: Critical illness insurance

Critical Illness Coverage For Children With Special Needs

Just awhile ago, I was sitting across a coffee table in my client's house. This is a family of three people, where the husband works a manager of a franchise store, the wife is a waitress of a...

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Post Underwriting Mortgage Insurance- ‘Dislike’

If you purchase your home, then chances are you would want your mortgage to be paid off should you become critically ill, or die. You probably got your mortgage insurance from the lender's...

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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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