A couple spots just opened for TODAY!
|
Hey there Reader, Happy Friday to you and yours! Just a quick note to let you know that I had a couple of requests early this morning for meetings to be rescheduled from today. That's right - I've got a couple spots that just opened up if you've been sitting on the fence to hop on a call for a wealth and tax planning conversation, now is a great time. Hop over to book one of the spots that remain for today by clicking here. Kyle and Jon P.s.: Today's Secret Sauce episode is all about paying off your primary home mortgage and whether refinancing investment properties or using other assets to help pay off your primary home makes financial sense. Give it a listen here on Apple or on Spotify here. |
Jon Orr
Mathematics teacher turned financially free investor!
Hi Reader, We just rebuilt canadianwealthsecrets.com — and we designed it around one thing: helping you get to the answer that fits your situation, faster. Whether you're trying to stop losing retained earnings to passive tax, figure out where to park idle corporate cash, or structure things for your family, the strategy you need is now a click or two away instead of buried. Here's where to start: Our Approach — the four-engine Wealth Planning System, walked through start to finish. The Pod —...