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. 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
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What do you do when you're doing everything “right” financially for your Canadian retirement—yet something still feels off?
Ryan is a disciplined, high-earning young professional who’s bought real estate, maxed investment accounts, and avoided lifestyle creep—yet he’s sta...
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 you do if your business was sitting on millions in retained earnings — pay off your mortgage or put that money to work?
Many successful business owners eventually face this dilemma: the company is thriving, personal income needs are covered, and now a mountain of ca...
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 treating your emergency fund like a financial afterthought — or a true wealth-building tool?
Let’s face it: stashing money away for “just in case” doesn’t exactly spark excitement. Most people either avoid building an emergency fund altogether or assume a line of credi...
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 a six-figure salary still enough to live comfortably in today’s world?
You’ve built a business, crossed the $100K threshold, and checked off what used to be a major financial milestone. But instead of breathing easier, you’re feeling the pressure: inflation, higher taxes, r...
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 unknowingly overpaying tax on your investments—just because of how they’re structured?
If you're a high-income Canadian or incorporated business owner, you already know how punishing taxes can be on your investment gains. Maybe you’ve maxed out your RRSP and TFSA ...
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 when you finally reach your financial freedom number—only to realize the journey’s far from over?
You’ve spent years grinding, saving, and investing smart to hit your retirement goals. But once you cross that finish line, a new set of challenges emerges: how do yo...
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 retained earnings just sitting idle in your corporation — taxed if touched and seemingly out of reach?
Many Canadian business owners struggle to unlock the full potential of their corporate cash. Between tax traps and limited investment options, it often feels like yo...
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 racing to optimize your investments before figuring out if you’re even on track for retirement?
Many Canadians jump straight into strategies like the Smith Maneuver, tax efficiency, and leveraging — but skip the most critical question: What do I actually need to retire...
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 using the Smith Manoeuvre actually the smartest strategy for your family's financial future—or just a well-known tactic that needs deeper thought?
If you're earning a strong income, filling up your RRSPs, and asking “now what?”, you're not alone. Many high ea...
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 actually building a business you can sell — or just a high-paying job you’ll eventually walk away from?
Many Canadian entrepreneurs dream of cashing out with millions thanks to the lifetime capital gains exemption. But the harsh reality? Most Canadian small business ow...
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 you could turn a $60K starter home into a launchpad for long-term financial freedom—by age 25?
Too many young families feel stuck between rising housing costs and stagnant incomes. But what if smart planning, not a six-figure salary, was the real key to building wealth...
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 struggling to help your aging parents make smart financial decisions—without damaging trust or creating tension?
Many mid-life wealth builders face a unique challenge: balancing their own financial growth while stepping in to guide a parent's conservative but tax-...
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
Should you pull your corporate cash into your RRSP—or let it grow inside your company?
If you’ve sold your business or have a chunk of money trapped in a corporation, you’re probably wondering: what’s the smartest way to grow and eventually access that wealth? Should you prote...
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 holding back from your next investment move or sticking to your retirement goals because you’re concerned of being wrong?
Too many entrepreneurs and investors get stuck chasing “the right decision” instead of designing a system that lets them handle mistakes. In this e...
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 saving your age with a backdated participating whole life insurance policy really the smartest financial move—or could it cost you more than it saves?
If you’ve ever considered using participating whole life insurance for wealth preservation, you’ve likely heard about ...
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 the key to unlocking your next financial breakthrough isn’t the plan itself—but who’s with you along the way?
Too many entrepreneurs and investors try to build wealth in isolation, only to stall out when uncertainty hits. But history—and your own financial future—show ...
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 a Canadian business owner earning more than $500K in your corporation — and unknowingly setting yourself up for a surprise tax bill?
Many incorporated Canadian entrepreneurs get caught off guard when they grow too fast and cross key income thresholds. That growth feels...
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
If you’re a Canadian business owner juggling retained earnings, long-term growth, and real estate goals, this episode unpacks a real-world strategy you can’t afford to miss. Discover how an Ontario chiropractor used a corporately owned whole life insurance policy not just for...
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 missing out on a hidden tax-free opportunity inside your corporation?
If you’ve sold a Canadian business or a corporate-held property and now face the question of where to grow your money — inside your corp or in your personal name — this episode is essential listening...
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’s the real reason your business—or your wealth plan—isn’t worth as much as you think?
Whether you're planning to sell your business in Canada or just want to build lasting wealth, most owners overlook the systems that quietly drive long-term value. If your plan is ch...
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