SamuelConsultant.com is the financial advisory practice of Samuel Li, who has served Canadian families since 2005. Based in Markham, Ontario, Li is registered through Investia Financial Services Inc. and takes a holistic, practical approach to helping clients plan for their finances. The practice has particular experience supporting people with disabilities and their families, including planning with Registered Disability Savings Plans (RDSPs) and considering how wealth transfers may affect government benefits. It also assists seniors with estate planning, account simplification, and strategies for transferring wealth to family members.

Services include investment planning, mutual funds, life insurance planning, and guidance on registered savings accounts such as RDSPs, RESPs, RRSPs, and TFSAs. The website also highlights retirement and estate planning, insurance options, and financial tools and resources. Through Investia, clients can access investment solutions from more than 60 companies. Samuel Li is a Certified Executor Advisor and emphasizes personalized advice, clear explanations, and client interests rather than sales quotas.