Canadian Wealth Secrets
Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows you to live a truly wealthy life; a life on your own terms. Canadian Wealth Secrets is a show focused on growing wealth to strengthen all five (5) pillars of a good life including health, family, finances, work, and play. We seek to ensure that you have a foundational financial plan in your life including Canadian investment, tax, and insurance strategies so that you can focus more of your time and attention on the other important pillars of life. Tune in every Wednesday as we uncover unknown strategies that allow you to protect your profits from income taxes, safely compound your investments more predictably, and help you take your high net income and create a wealthy lifestyle while creating a legacy that lasts. Before you can start on your own unique wealth building journey, you have to determine what a wealthy life looks like for you. Get started by listening to Episode #38: Clarifying Your Life’s Why So You Can Achieve Your Dream Lifestyle. If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O’Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we’re confident you’ll enjoy Canadian Wealth Secrets too. Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance. We choose not to become Authorized Infinite Banking Practictioners because we only apply the most effective uses of Participating Whole Life Insurance as a leverage tool for accumulating assets and minimizing personal income taxes - not for personal expenses. Canadian Wealth Secrets Podcast Was Formerly Invested Teacher Podcast.
Episodes
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Are IPPs and PPPs actually the right next step for your corporate wealth strategy—or just more complexity than you need?
As your incorporated business grows, your planning priorities start to shift from simply reinvesting and reducing tax today to building a more structu...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Is leverage really the risky part of wealth building — or is the bigger risk misunderstanding how, when, and why to use it?
Many Canadian business owners and investors already use leverage every day through mortgages, vehicle financing, business debt, or lines of credit ...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Is Ontario’s small business tax cut actually saving you money—or just shifting the tax bill somewhere else?
A lower corporate income tax rate sounds like a win for business owners, especially when headlines make the cut look dramatic. But if you eventually need to ...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Are your corporate retained earnings really worth what you think they are once they finally reach your family’s hands?
If you’ve built up cash inside your corporation or holding company, it can feel like that money is fully part of your net worth. But once passive ...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Are you chasing a tax-saving strategy that sounds smart—but may not be the biggest financial opportunity in front of you?
In this episode, Jon Orr and Kyle Pearce unpack a real-world Canadian wealth planning scenario involving rental properties, cash damming, the Smith M...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Could your RRSP become one of your biggest future tax problems—and is there a smarter way to unwind it?
Many Canadians spend decades building RRSP wealth, only to discover later that RRIF withdrawals can trigger a much larger tax bill than expected. This episode breaks d...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Are you spending your best time chasing small financial gains while your biggest opportunity is sitting right in front of you?
In this episode, Jon Orr unpacks a simple but powerful question every business owner and investor needs to ask: are the inputs required to reach a goa...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
What if your investment results have less to do with what you own—and more to do with who you become when markets get uncomfortable?
Most investors are taught to focus on picking the right stocks, funds, timing, or asset mix. But the real difference-maker is often behavi...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
What if your retirement plan depends on selling the very assets you spent decades building?
For many business owners and high-net-worth Canadians, “financial freedom” often means reaching a number on paper—but what happens when that number has to be slowly dr...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
What happens if your main income engine slows down before your backup plan is even moving?
If you’re building a business, growing retained earnings, or counting on a future exit to fund your freedom, this episode is a timely reality check. Jon Orr and Kyle Pearce unp...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Want to turn corporate retained earnings into future tax-efficient cash flow without locking your money away?
If you are a business owner sitting on retained earnings, you have probably felt the tension between paying personal tax now or leaving money in the corporation and de...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
What would it actually take to make work optional by age 50?
As a Canadian business owner or investor, If you have a good income, some investments, and a rough number in mind for “financial freedom,” it is easy to assume you are on the right track to financial free...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Want a smarter way to use corporate retained earnings without triggering a massive personal tax hit?
If you’re a successful incorporated business owner in Canada, you’ve probably felt the tension between leaving profits trapped in the corporation or pulling them ou...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Are you spending too much time trying to optimize your money instead of making the moves that actually build wealth?
This episode is for the Canadian business owner who wants to be smarter with taxes, investing, and long-term planning—but also knows how easy it is to...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Are you building a business you can actually step away from—or just creating a job that depends on you forever?
If you’re a Canadian incorporated business owner thinking about retirement, succession, or a possible exit, this episode digs into the messy middle most ...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Is paying 1% for investment management a waste of money—or the exact support that could protect your wealth?
If you’ve ever wondered whether you should keep investing on your own or hand the reins to an advisor, this episode gets right to the heart of that tension....
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
What do you do when you’ve built more wealth than you need—but your success is quietly setting up a massive future tax bill?
This episode walks through a real planning scenario that will hit home for many Canadian business owners, entrepreneurs, and investors. You&...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Are market drawdowns making you question your retirement plan—or tempting you to panic when your portfolio drops?
When markets pull back, it is easy to feel like everything is suddenly at risk—especially if retirement is getting closer or you are finally starting t...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Are you really diversified—or just following one investing strategy and hoping it works out?
In this episode, we unpack what The Psychology of Money gets wrong about portfolio diversification and why many investors misunderstand what diversification actually means. While...
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here
Are dividends really the smartest way to pay yourself from your corporation—or could they be quietly costing you more over time?
If you’re an incorporated Canadian business owner, chances are you’ve heard that dividends are the more tax-efficient option. But ...
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