by Jon Orr | Oct 8, 2025 | Blog, Success Stories
How one business owner transformed liquidity, structure, and purpose through corporate whole life planning Raj, a Toronto-based entrepreneur in the live event and production industry, built a thriving company over two decades. But success brought complexity: multiple...
by Jon Orr | Sep 29, 2025 | Blog, Success Stories
Summary Mark, an Ontario entrepreneur, built a thriving business generating ~$750K net income annually. His holding company retained $300K–$400K per year, sitting mostly in cash and money market funds. He wanted to avoid tax erosion, maintain liquidity, and prepare...
by Jon Orr | Sep 26, 2025 | Blog, Success Stories
David had done everything right. He built a thriving consulting business, kept expenses lean, and resisted the temptation to splurge when cash flow was strong. Instead, he let his corporation quietly grow a healthy pool of retained earnings — over $400,000 by his late...
by Jon Orr | Sep 19, 2025 | Blog, Success Stories
For nearly three decades, David built his life around solving other people’s problems. As an IT consultant in Kelowna, B.C., he was the go-to person when businesses needed systems fixed, processes streamlined, or technology rescued. While his work was always about...
by Jon Orr | Sep 5, 2025 | Blog, Success Stories
With $950K locked in GICs, a Toronto entrepreneur faced a tax wall. A corporate whole life strategy opened the door to flexible, tax-efficient wealth. When Andrei moved to Canada in 2015, he carried with him not only a young family but also the determination to...
