A Message from the Co-Founders
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
- 2 min
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
- 2 min
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
- 1 min
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
- 2 min
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
- 2 min
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
- 1 min
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
- 2 min
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
- 1 min
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
- 1 min
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
- 1 min
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, 2023
- 1 min
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, 2023
- 1 min
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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