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
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,...
