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Work Hard, Play Hard
With summer finally here, we took the chance to throw two BBQ parties at our office. These casual get-togethers were a great way for us...
Jul 91 min read


TFSA 101
In this short video, Denis and Max delve into the world of TFSAs, exploring what they are and how they can provide significant benefits...
Jul 91 min read


Q1 2025 Market Update from OZ Capital
As we close out the first quarter of 2025, OZ Capital remains vigilant in monitoring the evolving real estate landscape across Canada,...
Apr 93 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.
Nov 25, 20243 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,...
Oct 22, 20242 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
Sep 19, 20241 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...
Sep 17, 20242 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...
Sep 5, 20241 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.
Aug 21, 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...
Aug 14, 20242 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.
Apr 17, 20241 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.
Apr 10, 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...
Apr 3, 20242 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...
Mar 4, 20241 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...
Feb 27, 20242 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...
Feb 12, 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...
Feb 5, 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,...
Jan 31, 20241 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...
Nov 28, 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...
Nov 21, 20231 min read
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