A success story from our client:
“His expertise in RDSP’s impressed me…thoroughly explained again about the in’s and outs of RDSP’s and then helped us setup an RDSP fund for my son with developmental delay syndrome.”
“I first met Sam at an orientation meeting organized by Community Living Toronto way back in 2013. His expertise in RDSP’s impressed me at that meeting. We scheduled an appointment with him and a few days later Sam came home and thoroughly explained again about the in’s and outs of RDSP’s and then helped us setup an RDSP fund for my son with developmental delay syndrome.
Since that time Sam became my financial advisor, I would seek his opinion before signing up for an insurance and when my mortgage renewal was up I sought his assistance in finding a good lender with much better rates. Recently when I thought I needed a personal loan he not only looked into finding which financial institution I could get it from but gave me the best financial advice that stopped me from getting back into debt. He’s one of the best financial advisers out there, I highly recommend him.”
Phillipa Lubin, London, Ontario
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The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as investment, financial, legal, accounting or tax advice. Please obtain independent professional advice, in the context of your particular circumstances. This newsletter was written, designed and produced by Samuel Li for the benefit of Samuel who is Advisors at : SamuelConsultant.com is a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this article comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities.
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