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 Costly Mistake Canadian Real Estate Investors Make With Their
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 overlooking a tax-saving tool worth thousands that’s sitting right in front of you?
Many high-income professionals and real estate investors get caught up in complex strategies like the Smith Maneuver or cash damming—powerful, yes, but painfully slow to pay off. The truth is, these long-game approaches can distract you from simpler, more immediate wins. In this episode, we break down how one investor, focused on advanced tactics, was missing an obvious opportunity that could put thousands of dollars back in his pocket this year. If you’ve ever wondered whether you’re working too hard for too little tax relief, this conversation will hit home.
You’ll discover:
- How cash damming works—and why clean record-keeping is non-negotiable.
- When it makes sense to hire an investor-savvy accountant and how the costs compare to the actual tax savings.
- Why RRSP contributions, often ignored by real estate investors, can create instant tax refunds worth thousands while still supporting your long-term wealth strategy.
Press play now to learn how to stop missing the forest for the trees and unlock immediate tax savings while still building for the future.
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.
Building long-term wealth in Canada requires more than just working hard—it’s about mastering tax strategies and aligning them with a clear Canadian wealth plan. From cash damming and RRSP optimization to investment loans and corporate wealth planning, T4 earners and Canadian entrepreneurs alike can unlock powerful tax savings. With the right accountant and smart financial planning tools, you can balance salary vs dividends in Canada, create effective financial buckets, and design a financial visi
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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.
