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Canadian Wealth Secrets

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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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.

Canadian Wealth Secrets - Cash Damming vs. Smith Maneuver For Canadian Investors
play

11/13/24 • 31 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

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!

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.

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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:

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.

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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!

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.

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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 you building your financial or investment portfolio just to watch it bleed during a downturn?

If recent market drawdowns and dips have you wondering whether your DIY strategy is holding up, you're not alone. Many investors are facing steep market drawdowns—some as high as 36%—and struggling to recover. This episode tackles a sobering truth: when your portfolio drops, the climb back up is steeper than you think. Jon Orr and Kyle Pearce break down why a “protect first, grow second” mindset could be the most important shift in your investing journey.

Here’s what you’ll walk away with:

  • A clearer understanding of how market drawdowns impact long-term growth—and why avoiding them matters more than you think.
  • The core elements of a rules-based system to manage risk like the pros, even if you're investing on your own.
    A side-by-side look at popular assets like the S&P 500 and Bitcoin, showing how trend tracking and volatility signals can guide smarter entry and exit decisions.

Press play now to learn how top investors manage risk and why that could be the missing piece in your wealth-building strategy.

Hit play now to get clear on how to optimize your financial strategy and make smarter moves for your personal and corporate wealth growth!

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.

Understanding drawdowns is critical for anyone serious about wealth building and financial independence. In today’s volatile stock market, a strong rules-based system can help investors—especially business owners and DIY planners—prioritize risk management over blind growth. This episode explores how smart diversification, trend trac

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.

bookmark
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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-t

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.

bookmark
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share episode

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

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!

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.

bookmark
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share episode

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

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!

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.

bookmark
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Your priorities may be out of whack and you’re focusing on the wrong things. Discover how a simple shift in mindset could transform your approach to business, personal, and financial success and happiness here in Canada.

Many of us find ourselves living to work rather than working to live. This common problem can lead to burnout, stress, and a lack of fulfillment in both personal, professional, financial, and investment lives. By tuning into this Secret Sauce episode of Canadian Wealth Secrets, you'll gain insights into how to prioritize what matters so you can make sound financial and investment decisions.

Understanding and applying these principles can help you achieve a better work-life balance, ultimately leading to greater satisfaction and success. The episode shares practical steps and real-life experiences to help you reassess your priorities and align your goals, making your pathway to financial freedom and personal happiness much clearer.

  • How lessons on work-life balance can help you with your financial goals
  • Discover practical strategies to prioritize your goals over the methods, leading to more effective decision-making.
  • Gain clarity on aligning your financial and personal goals, making your journey to wealth and happiness more straightforward.

Listen to this eye-opening episode now to start prioritizing your life effectively and achieve true success and happiness.
Resources:

Calling All Canadian Incorporated Business Owners & Investors:

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.

By hopping on a discovery call with Kyle, he will review your specific personal and corporate financial situation in order to determine if there are some quick wins available for you to minimize taxes personally or corporately, provide ideas for how you can increase your personal cash flow, and ensure that the net worth of your estate continues to grow in tandem.

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.

bookmark
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Canadian Wealth Secrets - The Canadian Wealth Dilemma: Pay Off Debt or Save on Taxes?
play

09/20/24 • 19 min

Are you looking to minimize your taxes while maximizing your wealth, but feeling stuck between conflicting financial priorities?

In today’s financial landscape, many professionals and business owners find themselves juggling multiple goals — building wealth, managing debt, and minimizing taxes. With inflation, interest rates, and tax obligations pulling you in different directions, making the right decision can feel overwhelming.

This episode dives deep into a real-life case study, exploring how a mortgage broker is handling these very challenges, offering insights that may apply directly to your situation.

Whether you're trying to figure out how to pay off debt, save on taxes, or grow your wealth efficiently, this episode provides strategies to help you balance these conflicting goals. Through thoughtful analysis and practical tips, you’ll gain a better understanding of how to navigate your financial journey with clarity and confidence.

  • Learn the strategic trade-offs between paying off debt and minimizing taxes.
  • Discover how inflation and interest rates can actually work in your favor when managing debt.
  • Gain insights into building a team and business structure that generates income without needing your constant involvement.

Listen now to learn how to optimize your wealth strategy by understanding the trade off between paying off debt and minimizing taxes so you can start making smarter financial moves today!
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.

As a business owner or entrepreneur, managing debt while navigating inflation and fluctuating interest rates can be challenging. Whether you’re focused on active or passive income streams, understanding how to leverage Canadian passive income, corporate investment income, and strategies like infinite banking can help you minimize income taxes. From retirement planning to exploring options like permanent or universal life insurance, this episode covers key approaches to optimizing your financial situation under CRA guidelines, keeping tax rates low, and building a secure future.

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.

bookmark
plus icon
share episode
Canadian Wealth Secrets - A Costly Canadian Retirement Planning Myth & How To Avoid It
play

02/21/25 • 17 min

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

Are traditional Canadian retirement planning strategies (RRSP, TFSA, RIF, ect) setting you up for success—or failure? What if the research shows that strategy isn’t enough—and that a smarter, more resilient asset mix could ensure a stable, worry-free retirement?

Many investors rely on the classic stock-and-bond investment portfolio, believing it's the safest way to ensure a stable retirement. However, market volatility, inflation, and economic downturns can leave even the most disciplined savers vulnerable. When the market crashes, emotions take over, and many investors make costly mistakes—selling low, hesitating to buy, or failing to adapt to changing financial conditions.

But what if you could create a Canadian retirement plan that minimizes risk while optimizing returns? This episode explores Ernst & Young’s research on integrating insurance products into retirement planning and why the traditional "buy term and invest the rest" strategy may not be the most effective path to financial security.

You’ll learn:

  • Discover why permanent life insurance can act as a volatility buffer, protecting your investments from market downturns.
  • Learn how combining high early cash value whole life insurance with investments can outperform traditional stock-and-bond-only portfolios.
  • Explore strategies to maximize retirement income while preserving a greater financial legacy for your heirs.

Tune in now to uncover the research-backed strategies that can help you build a more resilient retirement plan—one that stands strong no matter what the markets do.

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.

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.

bookmark
plus icon
share episode

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FAQ

How many episodes does Canadian Wealth Secrets have?

Canadian Wealth Secrets currently has 174 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 32 minutes.

How often are episodes of Canadian Wealth Secrets released?

Episodes of Canadian Wealth Secrets are typically released every 5 days.

When was the first episode of Canadian Wealth Secrets?

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

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