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 admin | Nov 8, 2025 | Blog+Video
The Spreadsheet That Sparked the Conversation A prospective client recently shared a detailed spreadsheet with me — one that perfectly illustrates why so many smart Canadians still misunderstand where permanent insurance fits in their financial system. She’d mapped...
by admin | Oct 23, 2025 | Blog+Video
How to Evolve from Financial Stability to a True Wealth Reservoir If there’s one topic that’s both boring and absolutely essential to building lasting wealth, it’s the emergency fund. I’ll be honest — most people don’t get excited about saving for “what ifs.” There’s...
by Jon Orr | Oct 8, 2025 | Blog+Video
How one business owner transformed liquidity, structure, and purpose through corporate whole life planning Raj, a Toronto-based entrepreneur in the live event and production industry, built a thriving company over two decades. But success brought complexity: multiple...
