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
The Million Dollar Mistake Most Canadians Are Making Part 3 | Smith Maneuver Edition
Are you making the million-dollar mistake most Canadians don't realize until it's too late?
If you're laser-focused on crushing your mortgage as fast as possible, it might feel like the smartest move — but what if that strategy is silently costing you hundreds of thousands in long-term wealth? In this episode, Jon Orr and Kyle Pearce break down the numbers behind three key financial paths, and reveal how smart structuring — not more money — is what truly builds wealth. Whether you're curious about investing early, optimizing tax strategies, or leveraging your home equity, this is a must-listen.
Here’s what you’ll learn:
- Why paying off your mortgage faster could leave you significantly worse off — and what to do instead
- How the Smith Maneuver can turn your mortgage into a wealth-building tool without increasing your monthly contributions
- The specific numbers behind three real-life financial scenarios — and which one leads to over $600K more in long-term net worth
Hit play now to uncover how small shifts in strategy could lead to massive financial gains.
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
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 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.
In this episode, we explore whether paying off your mortgage early or investing is the smarter financial move, especially in the context of rising interest rates. We discuss leveraging tools like a HELOC for real estate investing and how strategies like Canadian investing, infinite banking, and bank on yourself through participating whole life insurance, permanent life insurance, or universal life insurance can help grow your wealth while minimizing income taxes and enhancing estate planning.
Ready to connect? Text us your comment including your phone number for a response!
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.
