Straightforward guidance for people who build things, solve problems, and keep their businesses moving.
You can run crews. Win jobs. Buy trucks. Build a shop. Stack retained earnings inside a corporation.
And still feel like the money is stuck.
Because if you are like most Ontario trades and blue-collar entrepreneurs, your “plan” is a patchwork.
A bookkeeper tracking what happened. An accountant filing what is required. A bank pitching products. And you guessing how to turn business success into personal freedom without triggering a tax headache.
You are doing well. But you do not always know:
- How much you can actually take out of the company without regret
- Whether you are paying yourself the right way (salary vs. dividends)
- How to use corporate cash for investing, insurance, or a future buyout
- How to step back one day without handing a huge chunk to the CRA
That’s where the Vanno Ort & Paul Jarvie team comes in.
Your central connector, so nothing falls through the cracks
We act as the hub between you, your accountant, and your lawyer. Corporate structure, tax strategy, insurance, investing, estate planning. One coordinated roadmap.
A long-range plan built for exits and real life
Whether you want to sell, pass the business to family, or simply slow down, we plan with the end in mind:
- Corporate income strategy and retained earnings planning
- Buy-sell alignment and insurance reviews
- Exit and succession coordination
- Tax-aware estate and legacy planning
Local offices, big-picture horsepower
We are based in Newmarket, Pickering, and Belleville, and we serve business owners across Etobicoke, Mississauga, Oshawa, Cobourg, and surrounding areas. Wherever your work boots land, your plan stays connected.