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 admin | Aug 25, 2025 | Blog
If you’re a former teacher or public sector worker now charting your own path as a business owner or investor, the idea of commuting your pension might be sitting in the back of your mind. It’s a decision that can seem confusing, risky, or even reckless to some...
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...
by Jon Orr | Jul 30, 2025 | Blog, Success Stories
When Mark D., a seasoned Toronto-based entrepreneur, found himself standing at the financial crossroads of lifestyle, liquidity, and legacy—he knew the next move had to be precise. On the surface, Mark had it all. His sales agency had crossed $1.15M in gross...
