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Jan 162 min read
Harlan Cooper on MICs, deals and rock ‘n roll
As the Business Development Manager for OZ Capital, Harlan uses his wealth of experience to bring in deals that benefit everyone.
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Nov 25, 20243 min read
OSFI’s Removal of the Stress Test for Conventional Mortgage Transfers: What It Means for Homeowners
OSFI's recent change simplifies the mortgage renewal process for homeowners, removing a barrier that limited their ability to shop around.
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Oct 22, 20242 min read
Market Update from our Co-Founders – October 2024
As we approach the end of the year, OZ Capital ’s Mortgage Investment Corporation (MIC) continues to deliver reliable returns,...
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Sep 19, 20241 min read
Oleg Shiller on recent Canadian mortgage qualification rule changes
The recent changes in mortgage qualification rules are a step in the right direction, but they don’t solve the core issue: rising consumer d
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Sep 17, 20242 min read
Case Study: Maximize your RESP (By Maximizing Your CESG)
If you have $50,000 available to invest for a child’s future education needs, it may at first seem like a good idea to contribute this...
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Sep 5, 20241 min read
A Message from the Co-Founders - September 2024
As summer draws to a close, we hope you've had the opportunity to recharge and enjoy the season. At OZ Capital , we’re closely monitoring...
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Aug 21, 20242 min read
Case Study: Finding Forgotten Funds (& Making Them Work For You)
Read about how OZ Capital helps our clients find forgotten pension funds and create new income streams.
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Aug 14, 20242 min read
How Passive Income Can Supercharge Your Retirement
When I ask my clients what's the most important thing they get out of investing with OZ Capital , the overwhelming response is "peace of...
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Apr 17, 20241 min read
Never Assume: Compound Interest Really is Magic
Our co-founder Oleg Shiller discusses another “a-ha!” moment he shared with a client, regarding compound interest.
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Apr 10, 20242 min read
Never Assume: Tax-Free Really Means Tax-Free
Our co-founder Oleg Shiller shares another story of our “Never Assume” approach in action, this time involving another aspect of the TFSA.
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Apr 3, 20242 min read
Never Assume: TFSAs Really Pay Monthly
At OZ Capital, our goal is to help secure your financial future. One of the ways we do this is by demystifying the private investing...
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Mar 4, 20241 min read
How OZ Capital Helps: Self-Employed Entrepreneurs
George is a self-employed electrician who is running a successful business enterprise comprised of full-time employees and...
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Feb 27, 20242 min read
How OZ Capital Helps: First-Time Home Buyers
Jennifer and Roy are first-time home buyers. They have entered into a conditional agreement to buy a home of their dreams. After the...
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Feb 12, 20241 min read
Unlocking Financial Freedom: Using Your TFSA to Grow Your Wealth
If you're a resident of Canada, the Tax-Free Savings Account (TFSA) could be an option for achieving financial success. Here are some...
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Feb 5, 20241 min read
Defining Accredited Investors
When seeking out investors in the exempt market, it's important to be able to identify who is eligible to invest as an accredited...
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Jan 31, 20241 min read
A Common Sense Approach to Underwriting Mortgage Requests
Here's how to underwrite mortgage requests in three easy steps: Step 1 - Review the Appraisal Report When reviewing the appraisal report,...
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Nov 28, 20231 min read
Zvika Shluper on reading the tea leaves and relationship-building
Zvika Shluper believes we have reached a pivotal moment in the Canadian economy, where uncertainty and instability is precipitating a...
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Nov 21, 20231 min read
Oleg Shiller on results-driven financial solutions
Even before co-founding OZ Capital, Oleg Shiller always had an entrepreneurial spirit. And after decades in the mortgage and broker...
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