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...
by Jon Orr | Nov 22, 2024 | Blog+Video
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...
