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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 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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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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