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.
Canadian Wealth Secrets
DIY Investing vs. Financial Advisor: What’s Really Costing You More?
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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. It speaks to the very real struggle between wanting to minimize fees and wanting more confidence, better decision-making, and less stress when markets get shaky. Whether you’re early in your investing journey or getting closer to financial freedom, this conversation helps you think beyond simple math and make a choice that actually fits how you operate.
You’ll walk away with:
- A clearer way to decide whether DIY investing or professional management fits your personality, habits, and goals
- A better understanding of what you’re really paying for with a 1% fee, including coaching, accountability, peace of mind, and complexity management
- A practical lens for comparing options using time, behavior, and risk-adjusted returns—not just headline performance numbers
Press play now to figure out whether paying for investment management is costing you too much—or saving you from bigger mistakes.
🎧 Press play now to learn how to build a wealth strategy you can stick with through good markets, bad markets, and everything in between.
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 if you’ve been…
- …taking a salary with a goal of stuffing RRSPs;
- …investing inside your corporatio
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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.
