Samuel Li

Mutual fund representative 1

Insurance representative

Excel Financial Growth

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

I have been running a financial advisory practice in Ontario since 2005. Throughout my many years working in the financial industry, I have had the opportunity to service many Canadian families, including those with special needs. I soon came to realize that each of their financial challenges is very distinct from one another, and that specialized knowledge is often required when planning for their finance. However, many families cannot obtain the level of service that they need in their local financial institution. Therefore, as a mission of our business, we strive to provide excellent financial services to families with special needs in Ontario.

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A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

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December 20, 2024

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1 With Investia Financial Services Inc. 2 Excel Insurance Agency Inc. 3 Verico The Mortgage Leaders Inc.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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