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Tag: RDSP Ontario

Why People Are Saying RDSP Is For Long Term Savings?

Investing for disabled Canadians in the long haul In many of my previous posts about the RDSP planning, I repeatedly emphasized this savings plan is for long term investing. But how many years are...

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Is My RDSP Investment Portfolio Overly Conservative?

Last week, I had an online meeting with a prospective client. This is a mother of a 4 years old daughter who is diagnosed with autism. During our conversation, we were discussing how should we invest...

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RDSP Strategy 2014: Maximize The Canada Disability Savings Grants

Just awhile ago, I did a RDSP workshop for "I Believe In Miracles", a therapy and tutoring agency for children with special needs. In one of my previous posts, I shared how a  person may grow their...

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How To Save $398,891 For The Disabled Person?

Today, I want to share an example of how one could grow their disability savings to $398,891. Before I start, I want you to think about what does having that amount of savings would mean to the...

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link to RDSP Workshop At “I Believe in Miracles” Therapy Center

RDSP Workshop At “I Believe in Miracles” Therapy Center

If you are one of my email subscribers, you probably already noticed that on May 21st, 2014, I'm very delighted to be speaking at the "I Believe In Miracles"  therapy center. For those who haven't...

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$101,411 Disability Savings Benefits Is Obtained!

As most of you probably know by now, assisting families with special needs to obtain disability savings benefits is part of my services and it is also something I really enjoy doing. It has been a...

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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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80 Acadia Ave., Suite 205, Markham, Ontario. L3R 9V1

Samuel@SamuelConsultant.com

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