From Retained Earnings to Real Freedom: How One Business Owner Turned Complexity Into Control

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...

Episode 203: The 3 Lessons Every Canadian Business Owner Needs to Build Wealth Inside Their Corporation

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...

From Growth to Legacy: How One Toronto Entrepreneur Turned Corporate Cash Into a Strategic Wealth Engine

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...

From Tax Frustration to Financial Flexibility: How This Canadian Business Owner Reclaimed Control of His Retained Earnings

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...

From Panic to Planning: How This Canadian Business Owner Learned to Beat the Corporate Passive Income Trap

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...