by Jon Orr | Dec 20, 2025 | Blog+Video
The Ultimate Guide to Strategic Liquidity for Canadians Who Want Control, Opportunity, and Legacy Let’s be honest. No one wakes up excited to talk about emergency funds. It’s not flashy.It’s not something you brag about.No one posts on social media saying, “Just...
by Jon Orr | Nov 14, 2025 | Blog, Success Stories
Client Story: David Carter, Partner at a National Health Advisory Firm When David Carter first connected with us, he wasn’t looking for a new investment or insurance product — he was searching for clarity.After years of success in his health consulting firm, he had...
by Jon Orr | Oct 14, 2025 | Podcast
Episode 203: The 3 Lessons Every Canadian Business Owner Needs to Build Wealth Inside Their Corporation Listen here on our website: Or jump to this episode on your favourite platform: Watch Now! What if the cash sitting in your holding company could quietly become...
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...
