Canadian Wealth Secrets

Kyle Pearce, Jon Orr

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.

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Best episodes

Top 10 Canadian Wealth Secrets Episodes

Goodpods has curated a list of the 10 best Canadian Wealth Secrets episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Canadian Wealth Secrets for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Canadian Wealth Secrets episode by adding your comments to the episode page.

Beyond RRSPs: How One Family Turned $6000/year into a Lifetime Renewable Asset

Canadian Wealth Secrets

12/06/24 • 19 min

How a Canadian family turned $6,000 a year into a lifelong safety net.

Are you ready to uncover how Canadian income tax strategies and smart investment planning can create a legacy while fueling your financial growth?

In the complex landscape of Canadian income tax and wealth management, many individuals and entrepreneurs struggle to find the right balance between optimizing their investments and securing their future. This episode unpacks a real-life case study of a listener who wanted to diversify their portfolio, manage tax liabilities, and leave a meaningful legacy for their family—without creating a silver spoon scenario.

Whether you're an investor, entrepreneur, or someone seeking smart strategies for wealth management, this discussion sheds light on how permanent insurance policies can play a dual role in tax-efficient investment strategies and long-term financial planning. From understanding policy funding flexibility to exploring leverage opportunities, we guide you through actionable insights tailored for Canadians looking to maximize their financial potential.

Gain valuable insights into Canadian income tax strategies and how they intersect with smart investment planning.
Explore flexible options for permanent insurance policies that align with your entrepreneurial goals or personal wealth management needs.
Discover how to create a tax-efficient financial plan that supports both current investments and future legacy planning.

Don’t miss this episode—unlock practical strategies for optimizing investments, managing Canadian income tax, and building wealth. Visit CanadianWealthSecrets.com to listen now and take control of your financial future!
Learn creative, tax compliant strategies that you should be using now: https://canadianwealthsecrets.com/discovery/
Resources

Business Owners: 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
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.

Are you ready to optimize your investments, manage Canadian income tax, and build a lasting legacy? In this episode, we explore a real-life case study showcasing smart investment strategies, flexible permanent insurance options, and wealth management insights tailored for entrepreneurs and investors. Discover how to balance current growth with future security while leveraging ta

Ready to connect? Text us your comment including your phone number for a response!

Why Building Wealth Feels So Hard—and the Secret to Making It Easier

Canadian Wealth Secrets

12/04/24 • 36 min

What if the secret to building wealth wasn’t about “more money” but about the right tool?

What’s holding you back from using a whole life insurance policy as the cornerstone of your wealth-building strategy?

Many Canadians want to build sustainable, long-term wealth but feel overwhelmed by the complexity of financial tools like whole life insurance policies. You may wonder if it’s too complicated, unreliable, or lacking in flexibility to support your financial goals. These concerns can become barriers that prevent you from leveraging a strategy that could enhance your wealth-building potential.

In this episode, Jon Orr and Kyle Pearce break down the four biggest obstacles to making whole life insurance the backbone of your wealth plan. Whether you’re navigating reliability, longevity, complexity, or optionality, they’ll show you how to overcome these hurdles and use this versatile tool to secure your financial future—without the headaches.

Understand how to evaluate and trust a whole life policy as a reliable and long-lasting wealth-building tool.
Learn how to simplify the process, reduce complexity, and work seamlessly with your financial team.
Discover the benefits of leveraging cash value while maintaining access to capital for investments or emergencies.

Hit play now and discover how to simplify your wealth-building strategy with a whole life insurance policy—your first step toward financial clarity and confidence!

Resources

Business Owners: 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
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.

Building wealth isn’t just about earning more—it’s about using the right financial tools to create a solid, long-term strategy. A properly structured whole life policy is more than insurance; it’s a reliable foundation for your financial planning, offering guaranteed growth, tax advantages, and cash value that’s accessible when needed. It stands the test of time (longevity), simplifies wealth-building (complexity), and provides flexibility (optionality) for everything from emergencies to investments and estate planning. By committing to a tool like this, you’re not just planning for today—you’re building a wealth strategy designed to thrive for generations.

Ready to connect? Text us your comment including your phone number for a response!

Cash Damming vs. Smith Maneuver For Canadian Investors

Canadian Wealth Secrets

11/13/24 • 32 min

Are you missing out on tax savings and passive income by not taking advantage of smart debt strategies like cash damming?

Many Canadians are familiar with the Smith Maneuver for converting mortgage interest into tax-deductible debt, but few know about cash damming—another powerful tool that allows you to maximize tax savings and transform your business or rental property expenses into tax-advantaged opportunities.

Today, Kyle Pearce and Jon Orr dive into the mechanics of cash damming, explaining how it works, why it’s similar to the Smith Maneuver, and how business owners, especially unincorporated ones, can take advantage of it. If you’re aiming to minimize income tax and make your debt work for you, this episode will show you a practical pathway to improve your financial health by maximizing the tax efficiency of your expenses.

Discover how cash damming can convert personal mortgage interest into tax-deductible debt.
Learn why debt, when managed strategically, can be a powerful asset rather than a burden.
Explore how cash damming can reduce your tax liability and increase your passive income potential.

Listen now to find out how to turn your business or rental property expenses into a tax-saving advantage and build wealth with smart debt strategies!

Resources

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.

Are you overlooking tax-saving strategies like cash damming and the Smith Maneuver to turn your mortgage into a powerful wealth-building tool? In this episode, we break down how debt, when managed strategically through methods like leveraging HELOCs and converting non-deductible debt, can minimize income taxes, increase passive income, and optimize your real estate investments. From Canadian investing strategies to infinite banking with whole and universal life insurance, discover how smart debt management not only reduces tax liability but also supports long-term estate planning and financial growth. Listen in to learn how to make your debt work for you!

Ready to connect? Text us your comment including your phone number for a response!

The Accountant Entrepreneurs and Business Owners Have Been Searching For: An Interview with Bob Gauvreau

Canadian Wealth Secrets

05/08/24 • 50 min

Ever wonder how one Canadian CPA firm could manage to disrupt the accounting and income tax preparation industry while you’ve been working with what feels like a glorified bookkeeper?

Join us as we dive deep into the journey of Bob Gauvreau, CEO of Gauvreau Accounting Tax Law Advisory to learn how his firm has quickly evolved into the largest one-owner CPA firm in Canada. Throughout this episode, Bob shares his entrepreneurial journey as he continues to transform the accounting industry and he leaves you with some Canadian Wealth Secrets for incorporated entrepreneurs and business owners to pay less income tax compliantly.

Get ready as Bob Gauvreau digs in with Kyle Pearce and Jon Orr into the dynamic landscape of Canadian accounting and entrepreneurship, while learning how Bob and his team have transformed traditional services into innovative solutions to make much needed shifts towards prioritizing client corporate taxation education and financial empowerment. From frustration with tax laws to strategies for wealth accumulation, Bob offers invaluable insights for business owners seeking to thrive in the complex world of entrepreneurship and business ownership.

Are you ready to revolutionize your approach to Canadian business and taxation?

Big Takeaways:

How Bob Gauvreau was able to build a Canadian bookkeeping and income tax services firm into a full-service offering to assist business owners and entrepreneurs with income tax, legal work and corporate restructuring,
Why focusing on client education around corporate structuring, Canadian income tax rules, and accounting complexities is necessary to empower entrepreneurs and incorporated business owners to do the great work they provide their industry.
How using Canadian income tax optimization strategies are critical for allowing entrepreneurs, business owners, and investors to reach their financial goals sooner.

Join us with Bob Gauvreau as we navigate the complexities of entrepreneurship, Canadian tax planning, and industry transformation, offering actionable insights for aspiring business owners and seasoned professionals alike.

Resources:

Gauvreau CPA [Connect With Bob’s Firm]
Connect with Bob Gauvreau on Instagram, Facebook and LinkedIn
The Wealthy Entrepreneur Podcast Episode 44: Numbers Beyond the Classroom [Jon and Kyle join Bob on his Podcast]
Episode 65: Maximize Capital Flexibility & Minimize Income Tax When Designing Your Wealth Building Strategy Inside Your Canadian Corporation
Book a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey!
Looking for a new mortgage, renewal, refinance, or HELOC? Reach out to Jon to share some options.

Ready to connect? Text us your comment including your phone number for a response!

Why a Whole Life Insurance Policy Is The Right Tool For A Canadian Corporate Passthrough Structure - A FAQ Session

Canadian Wealth Secrets

12/13/24 • 34 min

What are the most frequently asked questions business owners ask when implementing a pass-through structure that uses a whole life insurance policy to build wealth while minimizing tax?

Kyle Pearce sits down with one of his clients and answers 6 of the most commonly asked questions business owners face when deciding to utilize a whole life insurance policy as a passthrough structure.

In this episode, we explore strategies that help business owners avoid the grind-down rule and navigate the complexities of passive income taxation. With insights on optimizing premiums, maximizing your cash value, and creating financial flexibility, you’ll discover how to build wealth within your corporation while minimizing unnecessary risks and taxes.

Learn how to avoid the tax clawback on your small business tax credit caused by excessive passive income.
Discover flexible funding strategies for corporate-owned life insurance policies that balance growth and security.
Understand how to leverage policies for tax-free cash flow while maintaining long-term financial stability.

Listen now to uncover actionable insights that could transform your corporate financial strategy and help you achieve greater tax efficiency!
Resources

Business Owners: 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
Book a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery

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.

How can you maximize the growth of your retained earnings while minimizing the tax grind on passive income inside your incorporated business? In this episode, we dive into strategies tailored for Canadian business owners, exploring how to protect your business from liability, minimize income and corporate taxes, and leverage tools like infinite banking and participating whole life insurance. Learn how to optimize retained earnings, unlock the benefits of permanent and universal life insurance, and create tax-free cash flow with low tax rates while maintaining long-term financial stability through strategic death benefits. Listen now to discover how these innovative approaches can transform your financial strategy!

Ready to connect? Text us your comment including your phone number for a response!

How Smart Canadian Business Owners Make $1 Million Feel Like $2 Million | Minimize Taxes

Canadian Wealth Secrets

12/11/24 • 29 min

Are you maximizing your corporate dollars to build wealth and minimize taxes, or are you leaving money on the table?
As a business owner or entrepreneur, you’re likely juggling countless strategies to grow your wealth while keeping your tax burden as low as possible. But navigating corporate retained earnings, investment options, and tax-efficient structures can feel like an uphill battle. The question isn’t just about building your assets—it’s about ensuring you keep more of what you’ve worked so hard to earn.

This episode dives into a powerful yet often misunderstood strategy: the pass-through structure using whole life insurance. Whether you're focused on preserving wealth inside your corporation or seeking to move assets to personal hands efficiently, this conversation offers a blueprint for achieving financial security while minimizing tax liabilities.

Discover how leveraging a pass-through structure can help you grow your wealth while avoiding hefty tax penalties.
Learn how to integrate whole life insurance into your corporate strategy for enhanced asset growth and tax efficiency.
Gain clarity on how to create a sustainable, long-term plan for retaining wealth and preparing for estate transitions.

Don’t miss out—play this episode now to uncover how the pass-through structure can transform your financial future and give you the upper hand in tax-efficient wealth building!

Learn creative, tax compliant strategies that you should be using now: https://canadianwealthsecrets.com/discovery/

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.

Discover how to leverage the pass-through structure and whole life insurance to maximize tax efficiency and strategically grow your retained earnings. This episode unpacks powerful investment strategies for business owners, combining tools like infinite banking and participating whole life insurance to build wealth while minimizing corporate and income taxes. Learn how to use death benefits for estate planning, employ personal leverage to access tax-free income, and integrate corporate wealth management techniques for liability protection and smarter investing. Whether you're exploring Canadian investing, universal life insurance, or ways to achieve low tax rates, this discussion provides actionable insights to secure your financial future.

Ready to connect? Text us your comment including your phone number for a response!

Navigating US and Canadian Tax Systems For Canadian Investors| Money Insights

Canadian Wealth Secrets

01/01/25 • 50 min

Are you curious about how high-income individuals can leverage investment optimization tools to build lasting wealth, even in complex tax environments?

In today's intricate financial landscape, high-income earners face unique challenges when it comes to optimizing their investments and managing taxes. Our latest episode of Canadian Wealth Secrets dives deep into strategies that can help you navigate these complexities.

We speak with Money Insights podcast co-host Rod Zabriskie and explore how life insurance can be more than just a safety net but a robust tool for wealth creation and investment optimization.

Additionally, we discuss the nuances of the tax systems in both the US and Canada and how they impact your wealth-building efforts.

Whether you're a seasoned investor or just starting, understanding these strategies can help you achieve financial stability and ensure your investments are working as hard as you are.

You’ll learn:

Discover how to utilize permanent life insurance to optimize your investments and create tax-free growth.
Learn the differences between direct and non-direct recognition policies and which might be best for your situation.
Understand the concept of infinite banking and how strategic use of insurance can significantly enhance your wealth management plan.

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

Book a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery

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.

Achieving financial independence requires smart planning, especially when it comes to growing your net worth and generating passive income. For business owners, navigating the complexities of corporate structures, tax implications, and investment strategies can feel overwhelming. From understanding capital gains rules to leveraging life insurance for wealth optimization, the right approach can transform your financial future. By aligning your strategy with tax-efficient tools, you can unlock the full potential of your business and investments, ensuring sustainable growth and long-

Ready to connect? Text us your comment including your phone number for a response!

Why Canadian Interest Rates Don’t Matter If You Have Assets | Canadian Investment

Canadian Wealth Secrets

10/18/24 • 10 min

Are you focusing too much on interest rates when planning to utilize good debt and conservative leverage for planning your financial future?

In this episode, we dive into why interest rates may not be as crucial as you think for wealth accumulation or for tax free income through conservative leverage against your assets. Kyle Pearce explains how, for those with assets, interest rates play a different role than most realize, focusing more on leveraging these assets effectively over time. He also discusses the concept of using debt strategically, so that even in high-interest environments, individuals can maintain and grow their wealth without being solely driven by rate changes.

This discussion is vital for anyone seeking to optimize their financial strategy. While many worry about rising rates, Kyle breaks down how asset owners can use conservative leverage to maintain growth and cash flow without selling off assets and triggering taxes. This approach provides a smarter, long-term outlook on building and preserving wealth, regardless of the interest rate landscape.

What you’ll learn:

Discover how inflation and interest rates impact asset values differently than you might think.
Learn strategies to leverage assets for cash flow without triggering capital gains taxes.
Understand how to balance good debt and asset retention to grow your wealth over time.

Play this episode to gain a fresh perspective on how to protect and grow your wealth by focusing on strategic asset management, regardless of interest rate changes.

Resources

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.

This episode helps Canadian incorporated entrepreneurs, business owners and investors to implement conservative leverage as a means to take income in a tax advantaged manner, while accumulating assets to maintain their lifestyle into their Canadian retirement years. By better understanding how Canadian interest rates move and how you can take advantage of those moves regardless of the economic backdrop, you will be able to keep more of your hard earned money in your pocket now and you will position yourself to be able to use conservative leverage on your assets for more lifestyle cash flow without negatively impacting your net worth or the value of your estate.

Ready to connect? Text us your comment including your phone number for a response!

Do You Have a Retirement Plan or Retirement Prayer? Achieving Canadian Financial Independence

Canadian Wealth Secrets

09/18/24 • 27 min

Are you prepared for a financially secure retirement, or are you leaving your future to chance?

In this episode of the Canadian Wealth Secrets podcast, Jon Orr and Kyle Pearce delve into the crucial steps needed to achieve financial independence and secure your retirement. They explore your FIRE (Financially Independent Retire Early) number or FIRN (Financially Independent Retirement Number). Whether you're just starting your financial journey or are close to retirement, their insights will help you build a robust plan that aligns with your lifestyle goals.

Discover how to calculate your "fire number" (FIRN) and understand the amount needed to retire comfortably.
Learn practical strategies for asset accumulation and the importance of a solid decumulation plan.
Gain valuable insights into setting and regularly reviewing your financial goals to ensure you're on track for a secure retirement.

Listen to this episode now to take control of your financial future and start building a retirement plan that ensures your financial independence!

Resources

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.

Are you prepared for retirement? In this episode of the Canadian Wealth Secrets podcast, Jon and Kyle discuss essential strategies for financial freedom, including understanding your pension plan, maximizing RRSP contributions, and calculating your "FIRE" number. They also explore Canadian investing, income tax strategies, infinite banking, and the benefits of participating whole life insurance. Learn how to minimize taxes, plan your estate, and navigate advice from experts like Dave Ramsey. Don’t leave your future to chance—start building a secure retirement today!

Ready to connect? Text us your comment including your phone number for a response!

Why Time Is Your Biggest Ally (or Enemy): The Math Behind Early Retirement Part 1

Canadian Wealth Secrets

12/20/24 • 39 min

The Math Behind Retirement and Specifically Early Retirement...

Could you be unknowingly sabotaging your financial future by not fully understanding how compound interest is affecting your investments?

If you’re in your 40s or beyond, you might feel financially secure and even start dreaming of early retirement. But the realities of compound interest could be working against you if you don’t understand how time and contributions impact your financial goals. Many people think they can simply “pause” or “shorten” their saving timeline and still retire comfortably—this episode reveals why that mindset could lead to financial pitfalls.

In this episode, Kyle Pearce and Jon Orr break down the numbers, showing how slight changes in time horizons, contribution levels, or portfolio balance can drastically alter your retirement income. Whether you’re targeting financial independence by age 50 or aiming for a secure retirement at 65, understanding the exponential power of compound interest is essential to avoid mistakes that could derail your plans.

Discover how your time horizon impacts the effectiveness of compound interest in building long-term wealth.
Learn how small adjustments to your investment strategy—like shifting equity-to-fixed-income ratios—affect retirement income.
Uncover the hidden dangers of relying on average rates of return and why consistent contributions matter more than you think.

Ready to reverse-engineer your retirement goals and unlock the true potential of compound interest? Hit play on this episode to learn the strategies that could redefine your financial future.
Read our Ultimate Canadian Retirement Planning Guide.

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

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.

Achieving financial independence requires smart planning, especially when it comes to growing your net worth and generating passive

Ready to connect? Text us your comment including your phone number for a response!

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FAQ

How many episodes does Canadian Wealth Secrets have?

Canadian Wealth Secrets currently has 137 episodes available.

What topics does Canadian Wealth Secrets cover?

The podcast is about Investing, Portfolio, Podcasts, Business and Canadian.

What is the most popular episode on Canadian Wealth Secrets?

The episode title 'How to Get a Free Lottery Ticket & Financial Security Blanket: A Deep Dive Into Critical Illness Insurance' is the most popular.

What is the average episode length on Canadian Wealth Secrets?

The average episode length on Canadian Wealth Secrets is 34 minutes.

How often are episodes of Canadian Wealth Secrets released?

Episodes of Canadian Wealth Secrets are typically released every 7 days.

When was the first episode of Canadian Wealth Secrets?

The first episode of Canadian Wealth Secrets was released on Dec 29, 2022.

Show more FAQ

Canadian Wealth Secrets

Kyle Pearce, Jon Orr

Top 10 Canadian Wealth Secrets Episodes

FAQ

How many episodes does Canadian Wealth Secrets have?

What topics does Canadian Wealth Secrets cover?

What is the most popular episode on Canadian Wealth Secrets?

What is the average episode length on Canadian Wealth Secrets?

How often are episodes of Canadian Wealth Secrets released?

When was the first episode of Canadian Wealth Secrets?

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