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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

19:13

Keep, Sell, or Leverage: Why Keeping Your Home as a...

Canadian Wealth Secrets ·

2025/02/28

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 Thinking about turning your current home into a rental when upgrading to a new one? Before you commit, how do you know if it’s a smart financial move or a costly mistake? Many homeowners face this dilemma when moving—do you sell your home and reinvest, or hold onto it as a rental property to build long-term wealth? In today’s episode, we break down a real ...

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38:01

Double Your Investment Dollar: A Smith Maneuver-Like...

Canadian Wealth Secrets ·

2025/02/26

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 you leaving valuable tax deductions and investment opportunities on the table by not leveraging your corpora...

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17:37

A Costly Canadian Retirement Planning Myth & How To...

Canadian Wealth Secrets ·

2025/02/21

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 sav...

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34:55

Double Your Investment Dollar: A Smith Maneuver-Like...

Canadian Wealth Secrets ·

2025/02/19

What if you could get one dollar growing in two places at once while creating an income tax write-off just like the Smith Maneuver, but also get a life insurance death benefit for free? In this episode, we explore how Canadian investors can use a Smith Maneuver-like strategy on a high early cash value participating whole life insurance policy to leverage for investments, while creating a tax-deductible interest expense. By funding a specifically designed participating whole life insura...

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27:48

What Happens to Your Single Stock Portfolio When...

Canadian Wealth Secrets ·

2025/02/14

Are you taking on too much risk by investing in individual stocks, or could a broader sector-based index ETF help protect your portfolio from major swings in the market? In today's episode, we tackle a common dilemma for investors—should you bet on single stocks or spread your risk across a sector index ETF by digging into a case study. With the markets constantly fluctuating, it’s easy to get drawn into individual stocks that seem to have huge upside potential, but this comes with the risk o...

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28:44

Canadian Business Succession Planning: What You Need...

Canadian Wealth Secrets ·

2025/02/12

Canadian Business Owner? Learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here Are you a Canadian business owner wondering how to pass your company on to the next generation without sparking a feud or losing its value? Succession planning isn’t just about choosing who takes over your Canadian business—it’s about ensuring the transition is smooth, fair, and financially sound for everyone involved. Many Canadian business owners overlook the...

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28:38

The Four Phases of Wealth: Where Are You Stuck?

Canadian Wealth Secrets ·

2025/02/07

Are you on the right track in your wealth-building journey, or are you stuck in one of the four wealth building phases and it’s holding you back from financial freedom? Building wealth isn’t just about making money—it’s about understanding the stages of financial growth and taking the right steps at the right time. Whether you're just starting to accumulate assets, optimizing your investments, or looking for advanced strategies to protect and maximize your wealth, knowing where you stand is k...

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38:06

Dividends vs. Salary—Which One’s Secretly Draining...

Canadian Wealth Secrets ·

2025/02/05

Are you tired of feeling uncertain about whether to pay yourself with a salary vs dividends from your incorporated business? As a Canadian entrepreneur, you want to keep more of your hard-earned money in your pocket, but conflicting advice on how to structure your income can lead to confusion, overlooked tax advantages, and missed opportunities for long-term wealth. This episode dives into the specific salary benchmarks and dividend strategies you need so you can stop second-guessing and star...

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30:01

The Millionaire’s Secret to Investing: Why Successful...

Canadian Wealth Secrets ·

2025/01/31

Are you tired of stressing over which individual stocks you should be adding to your Canadian investment portfolio? Wondering if there’s a smarter, simpler way to invest without losing sleep over market swings?In this episode, we explore why Exchange Traded Funds (ETFs) have quickly revolutionized how Canadian investors—from beginners to seasoned pros—build wealth. Whether you’re looking for a hands-off Canadian investment strategy or want to actively trade like a pro, ETFs offer unparal...

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27:51

Are You Saving/Investing Enough? How To Plan For Your...

Canadian Wealth Secrets ·

2025/01/29

Ever wondered how your current savings stack up against Canada’s surprisingly low average retirement income? Or maybe you’re shocked by Canada’s average retirement income, yet not sure if you’re on track to beat them?If you’re worried your current savings won’t support your ideal lifestyle, you’re not alone. Many Canadians find themselves uncertain about whether they’re on track to meet their long-term financial goals. This episode explores why relying on average retirement income stats can b...

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38:34

How I Made $616 in 5 Minutes (And You Can, Too) - A...

Canadian Wealth Secrets ·

2025/01/24

After our recent episode exposing how a simple covered call options strategy could create some additional income in your Canadian investment portfolio, you might be wondering what it could look like in practice. In this episode, we walk through an actual covered call option scenario step by step to show you how selling at-the-money options can pad your bottom line with extra premium while offering some strategies to adjust trades when the stock price moves against you. Whether you’re loo...

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33:43

Expecting Unpredictability: The Secret To Your...

Canadian Wealth Secrets ·

2025/01/22

Are you prepared for the next major curveball life throws your way, or are you hoping it never arrives on your way to financial freedom?If you’ve ever felt uneasy about where your financial portfolio stands in today’s fast-changing world, this episode offers peace of mind. You’ll discover why “unpredictable” economic swings and personal financial surprises aren’t just random nightmares, but regular occurrences you can proactively prepare for. By recognizing that uncertainty is the norm, you’l...

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22:08

RRSP & TFSA Maxed Out? Next Step Strategies For High...

Canadian Wealth Secrets ·

2025/01/17

Are you wondering what comes next after maxing out all your tax-efficient investment accounts?If you’re a high-income earner who’s already filled up your RRSP, TFSA, and other savings vehicles, you may be stuck figuring out the next strategic move to secure both your retirement and your legacy. The question of how to balance optimal returns and future tax liabilities can be overwhelming—especially if you’re aiming for early retirement.In this episode, you’ll discover a real-world example of a...

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36:07

Option Trading: Use This Safe Strategy To Grow Your...

Canadian Wealth Secrets ·

2025/01/15

Are you leaving easy-safe money on the table by letting your stocks sit idle in your portfolio?When the market’s unpredictable swings have you wondering if there’s a better way to capitalize on your investments, selling covered calls can offer a lucrative and relatively safe income stream you may be overlooking. Rather than watching your portfolio’s value bounce around, imagine renting out your shares the same way you’d rent out a property, collecting premiums while still maintaining a s...

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20:09

Turning Corporate Cash into Opportunities: A Safe...

Canadian Wealth Secrets ·

2025/01/10

Are you worried about watching your corporation’s hard-earned savings shrink under heavy taxes, yet hesitant about taking big investment risks?Many business owners struggle to strike a balance between growth and security when it comes to retained earnings. In this episode, we dive deep into how a specifically designed permanent insurance policy can safeguard your corporate funds while offering you flexibility and peace of mind. No more wondering if your conservative strategy is holding y...

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42:49

Building a Safety Net For Your Aggressive Stock...

Canadian Wealth Secrets ·

2025/01/08

Are you ready to discover a proven way to create consistent, reliable income without sacrificing your appetite for growth?If you’ve been juggling high-growth investments like equities or real estate but crave the stability of a pension-style plan, this episode offers a refreshing perspective. You’ll learn how to integrate insurance-based strategies with the rest of your portfolio, potentially helping you preserve capital and minimize tax headaches.Even if you consider yourself “risk-aver...

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44:15

How to Protect Your Retirement Income During Market...

Canadian Wealth Secrets ·

2025/01/03

What if there was a proven strategy to protect your retirement savings from market downturns and maximize the income you can withdraw?In this episode, we address one of the most critical, yet overlooked challenges in retirement planning: how to handle the unpredictable sequence of returns during market downturns. Many people rely on the assumption of a steady average rate of return, but when you start withdrawing income in a bad market year, it can drastically reduce your portfolio's lifespan...

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50:38

Navigating US and Canadian Tax Systems For Canadian...

Canadian Wealth Secrets ·

2025/01/01

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...

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38:53

Three (3) Cash Wedges To Boost Your Annual Income...

Canadian Wealth Secrets ·

2024/12/27

What if you could retire years earlier than planned—without sacrificing financial security or peace of mind?Planning for early retirement is a dream for many Canadians, but the math behind it is often misunderstood. In this episode, we dive into the real numbers, strategies, and pitfalls that come with accelerating your retirement goals. Whether you're considering a 10-year or 15-year runway to financial independence, understanding how to maximize your retirement contributions, leverage ...

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37:34

How Sequence of Returns Can Balloon or Bust Your...

Canadian Wealth Secrets ·

2024/12/25

Are you relying on average annualized rates of return to plan your Canadian financial freedom and retirement future? Discover why that strategy might be putting your wealth at risk—and how you can secure better outcomes and better predict the worst-case scenario for protecting and compounding your pile.For anyone planning their financial future, understanding the realities of market returns is crucial. In this episode, we challenge the common assumption that steady, average annualized rates o...

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233 results

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