Looking for Tailored Advice on Your Registered Disability Savings Plan (RDSP)?
RDSP matching grants, savings bonds, withdrawal rules, taxes, ODSP impact, estate planning—each step counts.
Is Your Family Getting the Support You Deserve?
Managing an RDSP requires more than basic assistance—it needs a proactive approach that aligns with your family’s goals. If you’re not receiving the support you need, we can help you make a smooth transition to personalized, expert guidance that prioritizes your loved one’s financial future.
Why Transfer Your RDSP to Us?
Specialized Expertise: Unlike most financial advisors who lack experience working with families with disabilities, we specialize in RDSP planning and provide tailored advice to meet your unique needs.
Personalized Support: We take the time to understand your family’s specific needs and goals, providing a clear, customized plan.
Maximized Benefits: We leverage our knowledge to ensure you get the most from grants and bonds while safeguarding other benefits.
Transparent Process: We make transferring your RDSP simple and straightforward, handling every step with care and transparency.
Who Are We?
Hi, I’m Samuel Li, and I have been running a financial advisory practice since 2005.
As a financial advisor in Ontario, currently registered through Investia Financial Services Inc., I’ve had the privilege of serving numerous Canadian families across various life stages.
As an independent financial advisor, I have no sales quotas or product-pushing requirements. My advice is entirely client-centric, always focused on their best interests.
Sharing Financial Knowledge with Disabilities Organizations
Since the RDSP was launched, I have been actively introducing the important part of the planning to families across different platforms. I have been a regular guest speakers for numerous local churches and non-profit organizations, such as Village Eulogia, YASAD at SCAC, SCBC, just to name a few.
Client Centric, not Just an Account
I specialize in working with Canadians with disabilities, focusing on growing their assets through the Registered Disability Savings Plan (RDSP) while ensuring that their ODSP benefits.
In addition, as a Certified Executor Advisor (CEA), I provide support to many senior clients in estate planning. We would have discussions on how to transfer their wealth effectively to their disabled family member.
I take a holistic and common-sense approach to my clients’ finances, thoroughly examining their overall financial situation.
One of Canada’s largest independent dealers
I work with Investia Financial Services Inc, one of the largest independent dealers in Canada, boasting over 63 billion dollars in assets under administration (as of June 30, 2024), with thousands of advisors across various provinces.
Build a Well-Diversified Portfolio With Investments from Different Companies
Being part of Investia allows my clients access to investment solutions from over 60 reputable companies, including RBC, TD, BMO, CIBC, AGF, CI Investments, Fidelity, Dynamic, Mackenzie, Franklin Templeton, Sun Life, Manulife, just to name a few.
Truly Independent and Client Interest First
Unlike many banking institutions that may promote their own products, we are independent and have no quota requirements. This ensures that my team and I always work in your best interest.
The Transfer Process – Simple, Clear, and Guided
1) Initial Consultation – We’ll discuss your current RDSP setup and identify areas for improvement.
2) Seamless Transfer – Our team manages the paperwork and process to ensure a smooth transition.
3) Enhanced Support – Once transferred, we’ll proactively manage your RDSP, offering ongoing advice and support as needed.
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..
Phillipa Lubin, London, Ontario
“Samuel Li is the best Financial Advisor I have dealt with. His service goes beyond after the transaction has ended. He is very personal and I know that he always puts our best interests first. He is very knowledgeable in his field and always offers options and leaves the decision making to us. He never pushed anything. I really appreciate that he takes time to explain everything until we fully understand what we are getting.
He offers top-notch customer service as well. He will often times three-way call so that he can ask the proper questions on my behalf.
I don’t think anyone could get that in a bank. Thank you for all you do for us Samuel and in helping us secure our children’s future and ours. I will never stop recommending you to my friends and family as I would like them to have the same quality of service and care!
All the best for the New Year and many more years to come. “
– Leah and Kristian
“My name is Gillian and I was in a work place accident a few years ago. I had two small children to support with no other income coming in. I was hand to move back home with my parents with two children and I was unable to work. I was so injured that it was impossible to take care of my children day to day needs.
After a few years, I still was not getting better, I was disabled. I was a social worker, but now I am on the other side of the system. By this time I had no form of savings left and I was worried about the future of my children and myself. Retirement savings was just a dream...
I was up late one night and I came across Samuel Li profile on line and that was the best thing that happen to me in a long time.
I met with Samuel a few days later to speak with him about the disability saving benefits from the government, he came with such knowledge and professionalism. Samuel has become a very important part of my family. He is trust worthy, honest and up front.
Now I have hope and I can see my future a bit brighter. I am still disabled but with a financial adviser like Samuel I can look at my now adult children and a sure them that I’m going to be okay financially.
Now I can put the rest of my energy into getting physical and emotional better. Thank you Samuel for your hard work and always being a joy to work with. God bless you.”
– Gillian and Family, Toronto, Ontario
If you are serious about working together in growing your long-term wealth, I’d be happy to set up a preliminary meeting with you. But first, I’ll need to know more about your situation. Please fill out the form below.