by Jon Orr | Jan 14, 2026 | Blog+Video
How to turn your RRSP from a future tax problem into a wealth-building opportunity Most Canadians treat the RRSP like the end goal of retirement planning: plug money in for decades… then figure out withdrawals later. And that’s exactly where the problem starts....
by Jon Orr | Jan 7, 2026 | Blog+Video
How a BC Business Owner Turned Retained Earnings Into Stability, Leverage, and Optionality Executive Summary Client: Tyson, co-owner of an incorporated physiotherapy clinic in British Columbia Stage: New business owners with growing retained earnings Problem:...
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...
