by admin | Dec 19, 2025 | Blog
A Complete Guide for Incorporated Business Owners Most incorporated business owners in Canada believe they’ve cracked the code on tax efficiency. They pay themselves in dividends, avoid CPP contributions, simplify payroll, and reduce their personal tax bill. It feels...
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 | 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...
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...
by Jon Orr | Sep 19, 2025 | Blog, Success Stories
For nearly three decades, David built his life around solving other people’s problems. As an IT consultant in Kelowna, B.C., he was the go-to person when businesses needed systems fixed, processes streamlined, or technology rescued. While his work was always about...
by Jon Orr | Sep 5, 2025 | Blog, Success Stories
With $950K locked in GICs, a Toronto entrepreneur faced a tax wall. A corporate whole life strategy opened the door to flexible, tax-efficient wealth. When Andrei moved to Canada in 2015, he carried with him not only a young family but also the determination to...
