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.
Canadian Wealth Secrets
4 Financial Milestones to Ensure Your Early Retirement Strategy Works — Are You on Track?
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 does a nearly perfect Canadian financial freedom health score look like — and where do even the best wealth planners stumble?
If you're working hard, investing smart, and wondering if you're truly on track for financial independence, this episode is your blueprint. You'll follow Frederick, a disciplined 49-year-old professional in Toronto, as he navigates all four key phases of a healthy Canadian wealth plan — and discover where his strong financial strategies still need refinement. Whether you're eyeing early retirement, optimizing investments, or building a legacy that lasts, you’ll hear what works and what needs tweaking.
In this episode, you’ll learn:
- How a modest lifestyle and strategic renting can supercharge your Canadian wealth-building efforts.
- Why clarity around your financial vision — including your “financial freedom number” — is non-negotiable for early retirement.
- Where most high earners miss the mark on legacy planning and how one tool can simultaneously solve three major financial gaps.
Hit play to see how your Canadian wealth plan stacks up — and what it takes to turn near-perfect into complete confidence.
Discover which phase of wealth creation you are in. Take our quick assessment and you’ll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.
Canadian Wealth Secrets Show Notes Page:
Consider reaching out to Kyle
- …taking a salary with a goal of stuffing RRSPs;
- …investing inside your corporation without a passive income tax minimization strategy;
- …letting a large sum of liquid assets sit in low interest earning savings accounts;
- …investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,
- …wondering whether your current corporate wealth management strategy is optimal for your specific situation.
Financial freedom in Canada takes more than income — it takes strategy. Whether you’re a seasoned entrepreneur, high-earning professional, or building wealth through real estate, mastering the four phases of a healthy financial plan is non-negotiable. This podcast unpacks the smartest Canadian tax strategies, corporate structuring moves, and investment tactics that create lasting wealth. From optimizing RRSP room and leveraging real estate to balancing salary vs dividends and planning your legacy, we focus on acti
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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.
