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
Are You Optimizing Too Soon? The Retirement Planning Mistake Most Canadians Make
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 on my terms? This episode tackles the foundational work you must do before fine-tuning your wealth plan, so you don't optimize yourself into a shortfall.
By listening, you'll discover:
- Why your “vision number” is more important than which spouse holds the investment
- A simple way to reverse-engineer your retirement timeline based on what you already have
- How to calculate whether your current strategy is enough — or needs a total rethink
Before you tweak another investment detail, hit play to learn how to build a retirement-ready plan that actually works.
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.
A successful Canadian wealth plan starts with clarity — not just on investment strategies like the Smith Maneuver or RRSP optimization, but on your bigger financial vision. Whether you're a high-income earner, entrepreneur, or planning for early retirement in Canada, aligning your budgeting, income needs, and long-term financial goals is key to true financial freedom. At Canadian Wealth Secrets, we help you move beyond surface-level wealth optimization into deeper strategies like corporate wealth planning, tax-efficient investing, and financial systems built for entrepreneurs. From balancing salary vs. dividends to choosing between real estate vs. renting, and crafting a capital gains or legacy plan, your path to building long-term wealth in Canada depends on answering the right vision question first. Using
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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.
