by Jon Orr | May 30, 2025 | Blog, Success Stories
If you’re a Canadian investor or incorporated business owner, chances are you’ve heard the word “leverage” thrown around more than once. You’ve probably even used it—whether against real estate, your corporation’s retained earnings, or even an insurance policy. But...
by Jon Orr | May 21, 2025 | Blog
If you’ve opened your investment account lately, there’s a good chance your stomach dropped. The S&P 500 is down, portfolios have taken hits, and many Canadian investors are wondering: what now? The truth is, drawdowns are a natural part of market cycles—but the...
by Jon Orr | Apr 30, 2025 | Blog
I was this close to pulling the trigger. I had the spreadsheet open, the mortgage calculator loaded, and my coffee was just strong enough to make me feel invincible. I was about to double my mortgage payments, like a responsible adult… because, well,...
by Jon Orr | Nov 22, 2024 | Blog, Podcast
Client Story How a Clear Financial Plan Changed Everything for This Canadian Family’s Future The Problem Tony Petrielli had it all—or so it seemed. With a thriving career, a paid-off mortgage, a well-run business, and robust savings, Tony and his wife Marisa were...
by Aasad | Nov 13, 2024 | Blog, Podcast
Client Story How This Canadian Business Owner Unlocked $3 Million in “Hidden” Wealth – Without Spending a Penny More Imagine running a successful business for over 20 years, with retained earnings building up inside the company. For one of our clients, this was a...
by admin | Aug 30, 2024 | Blog
The Top Must-Read Investment Books for Financial Success Are you looking to take control of your financial future? Whether you’re a seasoned investor or just getting started, having a solid understanding of investment strategies is crucial for financial success....
