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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.
237 Episodes
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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 Are your retained earnings quietly shrinking under taxes and inflation — even though your business is thriving? If you’re an incorporated business owner, you’ve likely felt boxed in by bad options: pull money out and lose nearly half to tax, leave it sitting idle, or invest and watch passive income get hit with punitive rates. Meanwhil...
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 sitting on piles of retained earnings but still unsure how to actually put your money to work as a business owner? So many incorporated business owners believe they’re “well invested,” only to discover most of their wealth is sitting idle in corporate accounts — untouched because of uncertainty, fear of volatility, or analysis ...
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 heading into the end of December wondering why your financial progress keeps stalling—despite having strong income or a successful business? This episode dives into the hidden traps business owners and investors fall into at year-end, especially when life feels busy, messy, and full of competing priorities. December should be a...
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 an investment made with leverage—whether through OPM, a HELOC, or a whole life policy—suddenly goes bad? Canadian business owners and families often worry about using leverage to build wealth, especially when markets turn or a deal underperforms. It’s easy to feel uneasy when the value of an investment dips, your home...
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 relying on luck instead of a liquidity plan—and putting your wealth growth at risk without even realizing it? Most Canadians think of an emergency fund as a boring cash pile that just sits there. But as Jon and Kyle reveal, your emergency fund is actually the foundation of every smart financial system—because it determines whet...
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 still relying on “buy term and invest the difference”—without realizing it may be the wrong comparison for your actual wealth strategy? Many high-income Canadians and incorporated business owners are unknowingly measuring permanent insurance against the wrong benchmark. The real issue isn’t whether market investments outperform...
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 capital gains quietly building into a financial time bomb that could detonate right when you need liquidity the most? For many high-earning Canadians—especially tech professionals with stock options and RSUs or business owners with most of their wealth tied up in their company—capital gains don’t feel dangerous… until they sud...
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 certain your family and your business would stay protected if something happened to you tomorrow? Most business owners assume a simple will is enough—until a crisis exposes gaps they never saw coming. In this episode, estate and legacy expert David Edey breaks down why so many Canadian families end up in years-long legal battle...
1Ready 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 How do you know if you can actually afford to retire as a Canadian business owner — and are you sure the “freedom number” you’re chasing is even the right one? Most business owners have built impressive balance sheets, yet still feel uncertain about stepping away from work because their wealth isn’t structured to pay them when they sto...
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 relying on popular wealth-building books but still unsure how to actually follow their advice without stressing over every dollar? This episode breaks down two of the most influential personal-finance books for Canadian business owners—I Will Teach You to Be Rich and Becoming Your Own Banker—and reveals the hidden challenges mo...
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 an incorporated professional sitting on hundreds of thousands in your corporate account—but too nervous to invest it? Many business owners find themselves in this exact bind. You’ve built a thriving practice, cash is piling up, but fear of illiquidity, taxes, or a market downturn keeps that money sitting idle. Meanwhile, inflat...
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 letting taxes drain your wealth—even after years of business success? Many Canadian business owners build impressive portfolios, yet still lose thousands each year to unnecessary taxes. It’s not because they’re doing anything wrong—it’s because they’re missing the system the wealthy quietly use to build, protect, a...
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 keep your pension—or build your own? If you’ve left a teaching or public sector job to start a business or invest independently, the idea of commuting your pension can feel intimidating. Do you trade the safety net of a predictable income for the freedom (and risk) of building wealth your own way? In this episode, Jon and Ky...
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 How can you access the wealth trapped inside your corporation—without triggering a massive tax bill? Many successful Canadian business owners hit a surprising wall: their company’s thriving, their retained earnings are healthy, and yet their personal dreams—like buying that dream home by the beach—feel just out of reach. You’ve done ev...
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 your corporation’s cash sitting idle, costing you opportunities — but pulling it out would mean a massive tax hit? Many Canadian entrepreneurs find themselves stuck in the corporate cash trap: profits that feel safe inside the company but are losing ground to inflation and taxes. You’ve worked hard to build retained earnings, but no...
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 company’s retained earnings sitting idle — or worse, being eaten away by unnecessary taxes? For many business owners, retained earnings feel like a double-edged sword: a sign of success but also a source of frustration when the tax bill arrives. This live panel, hosted by Canadian Wealth Secrets, PE Gate, and Gauvreau 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 Are you a Canadian business owner trying to make sense of what it really means to build — or leave — wealth in Canada? Whether you’ve thought about packing up for a lower-tax destination or simply want to understand what happens if you ever did, this episode is for you. Leaving Canada isn’t as simple as booking a flight south. The mome...
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 mortgage could actually build your wealth instead of just draining your bank account every month? Most Canadians think of debt as something to eliminate—not something to harness. But what if the real key to long-term financial freedom isn’t being debt-free, but using good debt strategically? In this episode, Jon Orr breaks...
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 pull money out of your Canadian corporation, grow your wealth, and dramatically reduce taxes—all at the same time? Most successful incorporated business owners in Canada face the same dilemma: profits are trapped inside the company, and pulling them out personally triggers massive tax hits. Many try to invest retained...
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 cash sitting in your holding company could quietly become your biggest wealth-building engine? Many Canadian entrepreneurs reach a point where income isn’t the problem—efficiency is. You’ve got multiple corporations, strong cash flow, and significant retained earnings. Yet, that idle capital is being eroded by inflation, ta...
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