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 | Dec 19, 2025 | Blog
A Complete Guide for Incorporated Business Owners Most incorporated business owners in Canada believe they’ve cracked the code on tax efficiency. They pay themselves in dividends, avoid CPP contributions, simplify payroll, and reduce their personal tax bill. It feels...
by admin | Dec 4, 2025 | Blog
Maximizing the Use of Your Retained Earnings to Grow Net Worth, Create Cash Flow and Preserve Estate Value Most Canadian business owners I meet aren’t trying to “beat the tax system.” They’re simply trying to stop being punished for doing everything right — building a...
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 admin | Nov 8, 2025 | Blog
Story: 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...
