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Category: Insurance Planning

My Personal Experience In Handling Life Insurance Claim In Canada

Every now and then, I would come across sayings such as "I do not need any insurance coverage as premature death would not happen to me" or "life insurance companies tend to deny claims". Although, I...

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Life Insurance in Canada that Grows with your Child – Part 2

Child Life Insurance using Canada Life’s Whole Life Par Policy: We just went through some basic ideas of whole life par policy. Let’s go over an illustration now. Suppose, a parent wants to set...

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Life Insurance in Canada that Grows with your Child- Part 1

Life Insurance Planning for Children in Canada In one of my earlier articles, I have discussed the pros and cons in getting life insurance for a child.(You could access to that article through:...

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Is Investment Better Than Life Insurance in Canada?

Should I Choose Investments Over Life Insurance in Canada? "Isn't investing a better strategy than getting a life insurance coverage?", asked by one of my clients I replied:  "Well, that...

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Canada Life Updates: Changes to Universal Life Insurance effective May 24, 2013

It seems that we are still on the rising trend of premium increase for many permanent life insurance products. Effective May 24, 2013,  Canada Life will increase its Level Cost of Insurance (COI)...

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Life Insurance Strategy for Young Families in Canada

Universal Life Insurance and Term Life Insurance in Canada I was talking to a client the other day. He is in his early 30s with a good paying job. As he is starting his family, he expressed his...

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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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