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Category: Life insurance

Premium Increase For Permanent Life Insurance

Another Round of Premium Increase For Permanent Life Insurance The continuing low-interest rate environment has caused insurers to re-evaluate the pricing of their products with long-term...

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Insure your child- Good or bad idea? (Part 1)

Should you get insurance for your child? There are always great debates on whether you should get life insurance for your child when they are still young. I recently read a column from another...

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Canada Life rate increases on Sept 17, 2012

The continuing low-interest rate environment has caused Canadian insurers to re-evaluate the pricing of their products with long-term guarantees. As a result, many insurance companies have increased...

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What is your life insurance needs?

Life insurance needs analysis We have been talking about the needs of getting life insurance coverage, but do you really know your insurance needs? [caption id="" align="alignright" width="172"...

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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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Can your life insurance policy be paid up as planned?

In  the past few years, I have been doing life insurance reviews with many of my clients. Especially, those that are in the 20s and 30s, where their policy was bought by their parents when they were...

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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

Investia logo

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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