Samuel Li

Specialties

Although, Samuel works with a very diverse group of clients, he is particularLY specialized in working with those who are:

1) Small Business Owners

2) Young Families

3) Canadians with Special Needs

Below are some of the services that he provides to his clients:

Investment Planning:

RRSP, TFSA, RESP, RDSP, RRIF, Lockin Pension, Group RRSP

Insurance Planning:

Life insurance, Health & Dental Benefits, Critical illness insurane, Disability Insurance, Group Benefits, Health Spending Account

Meet the Business Owner

Samuel L.

Business Owner

Samuel Li received a Bachelor of Science degree from University of Toronto. In 2004, Samuel Li was employed by BMO Bank of Montréal. His role was to educate the importance of having proper insurance coverage to existing BMO customers.

In February 2005, Samuel Li has started his financial advisory business with the intent to assist his clients in making the right financial decisions. Since then, he has helped tremendous number of Canadians across different industries in building their wealth while protecting their financial future. Currently, his advisory practice is through Excel Insurance Agency Inc. and Investia Financial Services Inc.