by Jon Orr | Jun 20, 2025 | Blog, Success Stories
When this Ontario-based chiropractor reached out to us in early 2024, he had a clear long-term vision: eventually purchase the commercial building his clinic operated out of. But he didn’t want to make the mistake of tying up all his corporate cash or missing other...
by Jon Orr | Jun 13, 2025 | Blog, Success Stories
When we first connected with this client—let’s call him Mark—he had already made impressive strides on his wealth-building journey. With a couple of rental properties under his belt, a profitable day trading system, and a corporate structure in place, Mark wasn’t new...
by admin | Jun 7, 2025 | Blog, Success Stories
For many Canadian entrepreneurs, running a business is a full-contact sport. You wear every hat, juggle every challenge, and when the dust settles, you’re just trying to make sure there’s money in the bank to support your family, your future—and maybe a...
by admin | Jun 5, 2025 | Blog
“I thought I had the perfect strategy. Then I realized I might be leaving $13,000 on the table without even knowing it.” That’s what Tim discovered when we sat down to walk through a tax optimization strategy using something called cash damming—a smart but sometimes...
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...
