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...
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...
by admin | Jun 5, 2025 | Blog
“I thought I had the perfect strategy. Then I realized I might be leaving $13,000 on the table without even knowing it.” That’s what Tim discovered when we sat down to walk through a tax optimization strategy using something called cash damming—a smart but sometimes...
by Aasad | Jan 14, 2025 | Podcast
Episode 125: Options Trading – Selling Covered Call Options To Grow Your Canadian Investment Portfolio Listen here on our website: Or jump to this episode on your favourite platform: Watch Now! Are you leaving easy-safe money on the table by letting your stocks...
by Aasad | Dec 17, 2024 | Podcast
Episode 117: Stock Trading in Corporations: The Tax Landmine You Need to Avoid Listen here on our website: Or jump to this episode on your favourite platform: Are you unintentionally giving half of your hard-earned money to taxes because of stock trading inside your...
