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...
by Jon Orr | Aug 20, 2025 | Blog, Success Stories
Many business owners and high-income earners struggle with the same challenge: how to keep money liquid without letting it sit idle and erode to taxes and inflation. Let’s look at Chris’ story. Chris’ Challenge: Idle Cash and Missed Opportunities Chris, a...
