OZ Tips

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...

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.

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...

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...

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...

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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