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How an Ontario Chiropractor Leveraged His Corporate Whole Life Policy to Secure a $750K Building—Without Losing Liquidity

How an Ontario Chiropractor Leveraged His Corporate Whole Life Policy to Secure a $750K Building—Without Losing Liquidity

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...
From Hustle to Strategy: How One Couple is Turning Active Income into Long-Term Wealth

From Hustle to Strategy: How One Couple is Turning Active Income into Long-Term Wealth

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...
From Burnout to Balance: How Lauren Reclaimed Her Corporate Wealth Advantage

From Burnout to Balance: How Lauren Reclaimed Her Corporate Wealth Advantage

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...
Easy vs. Hard Leverage: What Most Canadian Business Owners Get Wrong About Building Wealth

Easy vs. Hard Leverage: What Most Canadian Business Owners Get Wrong About Building Wealth

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...
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Welcome to the Canadian Wealth Secrets podcast for high net worth individuals where we help you grow your wealth into a legacy that lasts generations through hidden investment & tax secrets your financial advisors won’t believe are true.

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