x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

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

business investing

All Episodes

9:38

Your Canadian Portfolio Rate of Return Reality Check...

Canadian Wealth Secrets ·

2024/08/02

Are you aware of the true rate of return on your Canadian portfolio, or have you been misled by common myths?Many Canadian investors are lulled into a false sense of security, believing that their portfolios are achieving high returns, often citing figures like 12% annually. However, the reality is far more complex and less optimistic for the majority. This episode delves into the truth behind these figures, exposing how typical portfolios, especially those with a mix of equities and fixed in...

en

44:58

Real Estate Investment Strategies for Canadian...

Canadian Wealth Secrets ·

2024/07/31

Have you ever wondered how top real estate professionals turn market challenges into wealth-building opportunities?In today's fluctuating real estate market, many investors face uncertainty about making profitable decisions. High costs, market volatility, and the fear of making the wrong move can be daunting. This episode dives into strategies used by seasoned real estate experts from the podcast The Canadian Real Estate Show T.K. Butler and Darryl Frankfort, who share their insights on

en

18:42

RRSP Investment Options and Alternatives For Business...

Canadian Wealth Secrets ·

2024/07/26

Are you an incorporated business owner struggling to determine the best retirement investment vehicle for the profits you retain in your corporation each year while minimizing the overall tax burden?Incorporated business owners often face the challenge of effectively managing retained earnings while planning for retirement. Traditional strategies like Registered Retirement Savings Plans (RRSP) Investment Options and Individual Pension Plans (IPP) might not offer the best tax efficiency or

en

26:32

Jailbreak Your Retained Earnings and Minimize...

Canadian Wealth Secrets ·

2024/07/24

Are your retained earnings trapped inside your corporate structure? Wondering how you can jailbreak your retained earnings without gifting 50% of your net operating income to the Canadian Revenue Agency?In this episode of the Canadian Wealth Secrets podcast, we delve into the intricate world of corporate tax planning strategies and how savvy business owners can optimize their retained earnings and investments while navigating the increase in capital gains inclusion rate and utilizing tax efficient

en

10:46

Is Your Old Whole Life Insurance Policy Still Worth...

Canadian Wealth Secrets ·

2024/07/19

Is your old whole life insurance policy still worth keeping for borrowing to buy assets, for infinite banking, retirement income or is it time to cancel?In this Secret Sauce episode of Canadian Wealth Secrets, we dive into a common challenge faced by many permanent insurance policyholders: understanding the true value and potential of older, low-cash value participating whole life insurance policies. We explore a real-life case study where a couple questions the benefit of maintaining a whole life

en

33:22

Passive Income Investing Through Real Estate: Are You...

Canadian Wealth Secrets ·

2024/07/17

When you started turning your attention towards real estate as your passive income investing path, were you thinking that it wouldn't be much work?If you did, you're wrong.Unless you are a joint venture money partner, investor in a fund or REIT, you're actually building a business rather than a passive income investment portfolio and that may or may not be a good thing for you.In this episode, Jon and Kyle explore the intricate balance between building a passive income generating real

en

9:21

Volume Negates Luck: Hot Take On Alex Hormozi’s...

Canadian Wealth Secrets ·

2024/07/12

Ever heard the phrase “Volume Negates Luck”? Today, we dig into Alex Hormozi’s phrase describing how consistent, repetitive actions in business and wealth-building can create opportunities that seem like luck but are actually the result of deliberate effort.This concept can directly impact anyone striving to increase their financial success, as it shifts the focus from hoping for a lucky break to actively creating one’s own opportunities.For many, the challenge lies in feeling that succe...

en

39:34

From $1,000 to $10 Million: A Canadian Real Estate...

Canadian Wealth Secrets ·

2024/07/10

Imagine moving to a country with only $1,000 in your pocket and a dream of improving your way of life only to realize that your dream meant grinding over 60 hours per week for “success.” In today’s episode, we’ll be interviewing Luis Limgenco as he shares his journey as an immigrant whose hard work and dedication led him to what many would consider professional “success.” However, he quickly recognized that trading all of his waking hours for a paycheque wasn’t going to lead him to the financial or

en

7:41

Are Your Investment Priorities Out of Whack? Time for...

Canadian Wealth Secrets ·

2024/07/05

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...

en

65:44

The Smith Maneuver in a High-Rate Era: Maximizing...

Canadian Wealth Secrets ·

2024/07/03

Have you ever wondered how you can leverage high-interest rates to your advantage when borrowing to invest?In today's uncertain economic climate, many Canadians are hesitant to borrow for investments due to rising interest rates. The common perception is that high rates automatically diminish the feasibility of strategies like the Smith Maneuver, which involves converting non-deductible debt on your primary residence into tax-deductible debt. However, our latest podcast episode dives deep into

en

9:36

Finding The Best Rate of Return May Be Holding You...

Canadian Wealth Secrets ·

2024/06/28

Finding The Best Rate of Return May Be Holding You Back To Creating WealthHave you ever wondered if your obsession with finding the perfect investment strategy might actually be holding you back from achieving your financial goals?In this episode of the Canadian Wealth Secrets Podcast, we dive into a common dilemma many Canadian investors face: the fixation on achieving the highest rate of return, often at the expense of making consistent, meaningful investments. With the FIRE movement gainin...

en

37:12

Should Canadians Invest In the US? The Pros and Cons...

Canadian Wealth Secrets ·

2024/06/26

Not sure where you stand when it comes to where to park your investment dollars moving forward in 2024 and beyond? With the most recent 2024 Canadian Federal Budget released recently with even more punitive tax implications for investors, it seems that many Canadian investors are talking about looking South of the border to begin investing in real estate or even growth stocks and equities in the US. As an investor, navigating the shifting sands of taxation and market conditions plays a much greater

en

12:20

Are You On the Right Path for Financial Independence,...

Canadian Wealth Secrets ·

2024/06/21

Are you truly prepared for financial independence, or could the FIRE movement be leading you astray?In this “Canadian Wealth Secret Sauce” episode of the podcast, we dive into the weeds of the FIRE movement (Financial Independence, Retire Early) and question the practicality of living “financially free” while in the lowest Canadian tax bracket. If you’re aiming for financial freedom but uncertain about the steps that can get you there, this episode addresses the critical issue of accurately

en

48:56

Unlocking Income Tax Secrets: Transforming Equipment...

Canadian Wealth Secrets ·

2024/06/19

Ever wondered if there's a smarter way to arrange ownership of the equipment necessary for your incorporated business to operate while creating additional tax advantages for your corporation and yourself, personally?Well, there is!In this episode, Frank McGillicuddy will be sharing some Canadian Wealth Secret Sauce as we unpack a creative and compliant entity structure that will allow your incorporated business to create more tax deductions for itself while the shareholders create tax-free or

en

33:34

Your Net Worth Really Isn’t Your Real Net Worth: How...

Canadian Wealth Secrets ·

2024/06/12

Do you have a blurred understanding of what your true net worth or net wealth really is?After digging into articles and resources across the web, it is clear that many Canadians have a misguided or incomplete understanding of what their true net worth or net wealth really is. If you’ve been following the basic formula of assets minus liabilities to calculate your net worth, then it is highly likely that the resulting value is inaccurate and ultimately useless for your financial wealth management

en

43:07

Retirement Plan Reimagined: Canadian Strategies for...

Canadian Wealth Secrets ·

2024/06/05

32% of Canadians are approaching retirement with no savings. Is your retirement strategy safeguarded for the future? Will your investment portfolio hold up? Could you aim for higher rewards while minimizing risk? As more Canadians face the uncertainty of retirement without traditional defined benefit pension plans, understanding your options is crucial to secure a comfortable future. As a real estate investor, small business owner, or entrepreneur, safeguarding your assets into the future is top of

en

42:44

From Business Burnout to True Traction: An...

Canadian Wealth Secrets ·

2024/05/29

Do you ever feel like your passion for entrepreneurship is leading you down a path of burnout?In this episode, we take a trip into Ian Murray's journey from young Canadian entrepreneur to successful, burned out business owner and the steps he took to help overcome this challenge. His experiences navigating long hours, health crises, and the importance of finding balance offer valuable insights for anyone struggling with the demands of entrepreneurship or their careers.Hit play on your podcast

en

44:20

Crossing the Corporate Veil: Tax Planning For...

Canadian Wealth Secrets ·

2024/05/22

Are you tired of the salary vs. dividends debate for Canadian incorporated business owners? In today’s episode, we’ll dig deeper into the land of personal and corporate tax minimization strategies to uncover some Canadian Wealth Secrets to tax-free or tax-optimized income from your corporation.As incorporated entrepreneurs and investors, we are tirelessly working to optimize our businesses to increase income and reduce expenses - typically re-investing our profits back into our own business or

en

37:38

The Truth About “Infinite Banking” or “Bank On...

Canadian Wealth Secrets ·

2024/05/15

Have you heard about the financial strategy known as The Infinite Banking Concept and wonder whether it is too good to be true or whether it is a good fit for you?While we are huge advocates for utilizing participating whole life insurance in a similar fashion to some of those shared by “Authorized Infinite Banking Practitioners,” there are many misconceptions and misinformed individuals whose incomplete understanding of Infinite Banking and how permanent insurance policies in Canada can and should

en

50:49

The Accountant Entrepreneurs and Business Owners Have...

Canadian Wealth Secrets ·

2024/05/08

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

en

233 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...