Canadian Wealth Secrets Podcast

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Kyle Pearce, Jon Orr
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Investing Business Education
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1.6K - 2.7K listeners Female/Male 4.8 rating 109 reviews 182 episodes Canada
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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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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on Canadian Wealth Secrets.

Hosts

Previous Guests

Frederick is a disciplined 49-year-old professional from Toronto, navigating the key phases of a healthy Canadian wealth plan, with a focus on achieving financial independence and early retirement.
Randy is a Canadian real estate investor who shares his journey and strategies for successful property investment, focusing on risk management and wealth creation.

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Canadian Wealth Secrets
@canadianwealthsecrets

Channel Stats

Subscribers: 688
Total Videos: 646
Total Views: 66,649
Joined: Dec 28, 2022
Location: Canada

Description

Canadian Wealth Secrets Podcast [Formerly Invested Teacher Podcast]

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.

Lean in as we focus 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.

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@investedteacher
Canadian Wealth Secrets

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Followers: 2,480
Posts: 647

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Account Type: Business
Privacy: Public

Biography

Helping entrepreneurs & investors grow wealth into a lasting legacy through investment & tax strategies your financial advisor won’t believe are true!

Episodes

Here's the recent few episodes on Canadian Wealth Secrets.

0:00 17:37

Canadian Real Estate Investing with Other People’s Money (OPM): Myth vs. Reality

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 risking your financial future by blindly following the use “Other People’s Money (OPM)” playbook in real estate investing?

If you’ve ever been tempted by social media gurus promising Canadian real estate investment riches without using your own cash, this episode is your wake-up call. Before you borrow a dime, you need to understand what Canadian mortgage lenders and private lenders really look for, when “Other People’s Money (OPM)” crosses legal lines, and how over-leveraging could quietly destroy your financial wealth health—and relationships.

In this episode, you’ll learn:

  • The legal and financial traps behind gift letters, Canadian mortgages, private lending, and misused HELOCs.
  • Smarter, safer ways to structure real estate joint ventures and family real estate lending deals—without causing drama (or fraud).
  • How to assess your true readiness for using leverage to invest, and why a conservative strategy can actually accelerate your Canadian wealth.

Press play now to uncover the real risks and rewards of using Other People’s Money (OPM) — and avoid the mistakes that cost Canadian real estate investors more than just money.

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.

Canadian real estate investing with Other People’s Money (OPM) isn’t a cheat code—it’s a high-risk strategy that demands careful planning and legal awareness. For Canadian investors and entrepreneurs, understanding how to legally structure joint ventures, private lending, and HELOC strategies is essential to avoid financial disaster. This episode explores OPM pitfalls like fake gift letters, overleveraging, and misused Canadian mortgage lending rules. Discover how smart Canadian investors assess risk,

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.

0:00 21:09

4 Financial Milestones to Ensure Your Early Retirement Strategy Works — Are You on Track?

Hosts
Kyle Pearce Jon Orr
Guests
Frederick
Keywords
early retirement tax-free cash flow wealth planning investment strategies legacy planning Canadian wealth building financial independence portfolio management real estate investment business finance income tax strategies

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

What does a nearly perfect Canadian financial freedom health score look like — and where do even the best wealth planners stumble?

If you're working hard, investing smart, and wondering if you're truly on track for financial independence, this episode is your blueprint. You'll follow Frederick, a disciplined 49-year-old professional in Toronto, as he navigates all four key phases of a healthy Canadian wealth plan — and discover where his strong financial strategies still need refinement. Whether you're eyeing early retirement, optimizing investments, or building a legacy that lasts, you’ll hear what works and what needs tweaking.

In this episode, you’ll learn:

  • How a modest lifestyle and strategic renting can supercharge your Canadian wealth-building efforts.
  • Why clarity around your financial vision — including your “financial freedom number” — is non-negotiable for early retirement.
  • Where most high earners miss the mark on legacy planning and how one tool can simultaneously solve three major financial gaps.

Hit play to see how your Canadian wealth plan stacks up — and what it takes to turn near-perfect into complete confidence.

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.

Financial freedom in Canada takes more than income — it takes strategy. Whether you’re a seasoned entrepreneur, high-earning professional, or building wealth through real estate, mastering the four phases of a healthy financial plan is non-negotiable. This podcast unpacks the smartest Canadian tax strategies, corporate structuring moves, and investment tactics that create lasting wealth. From optimizing RRSP room and leveraging real estate to balancing salary vs dividends and planning your legacy, we focus on acti

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.

0:00 37:30

How to Start Your Canadian Real Estate Investing Journey Without Fear or Failure

Hosts
Kyle Pearce Jon Orr
Guests
Randy
Keywords
Canadian real estate investing tax-free cash flow HELOC wealth building risk management joint ventures tax optimization passive income investment strategies

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

What would you do if you had $60,000 available on your Home Equity Line of Credit (HELOC), a stable job, and a dream of real estate investing—but fear, family dynamics, and financial uncertainty kept holding you back?

You’re not alone if you're sitting on opportunity yet paralyzed by “what ifs.” Maybe you're eager to dive into Canadian real estate investing, but the numbers feel tight, you're unsure who to partner with, or you're worried one wrong move could strain your Canadian finances—or your relationships. This episode unpacks those exact tensions, helping you turn potential into an actual Canadian wealth building plan.

Listen in to discover:

  1. Why stretching yourself too thin—even with a “perfect” rental property—can sabotage long-term success.
  2. How to create a Canadian real estate investing entry plan that includes margin, emergency cushions, and smart capital structuring.
  3. Real-world alternatives to solo investing—including joint venture (JV) partnerships and family agreements—that reduce risk while building momentum.

Hit play now to hear how Randy’s Canadian real estate investment story could mirror your own—and the concrete next steps to get off the sidelines and into action.

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.

Are you a Canadian business owner or incorporated professional looking to unlock the full potential of your personal and corporate wealth? In this episode, we explore how to strategically use home equity, optimize financial buckets, and decide between RRSP contributions or real estate investing through tools like the Smith Maneuver. Discover how to balance cash flow, minimize tax, and build a resilient wealth plan—without compromising your lifestyle or family d

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.

0:00 24:24

Phased Selling: The Smarter Way to Shift Family Wealth | Canadian Investment Portfolios

Hosts
Kyle Pearce Jon Orr
Keywords
tax-efficient investing family wealth transfer phased selling capital gains tax Canadian investment portfolios inheritance planning corporate wealth management passive income tax strategies

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

What if fixing your aging parent's high-fee investment portfolio triggered a $200,000 tax bill here in Canada?

Many Canadians discover too late that cleaning up a poorly managed investment portfolio—especially one built over decades—can have huge unintended tax consequences. If you're trying to help aging parents with their wealth, or maybe nurse your portfolio back to life, you may be torn between doing what’s “right” financially and avoiding costly tax mistakes. This episode unpacks a Canadian listener’s real-life situation and the tough lessons it reveals for anyone navigating inherited or family wealth.

You’ll learn:

  • Why “ripping the band-aid off” isn’t always the smartest tax move—and what to consider before doing it.
  • How phased selling and understanding tax brackets here in Canada can dramatically reduce capital gains liabilities.
  • The key questions to ask before switching to low-fee ETFs or other “better” investments to ensure it’s actually worth it

Press play to learn how to protect more of your family’s wealth by making smarter, more tax-efficient investment moves.

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.

Navigating parental investments and planning for your own future requires a deep understanding of smart investment strategies and tax efficiency. Whether you're shifting from high-fee mutual funds to low-cost ETFs, or managing the impact of capital gains, effective financial planning is key to optimizing both short-term returns and long-term security. In the context of wealth management for families and business owners, tools like phased selling, personal financial buckets, and the investment bucket strategy can enhance investment performance while minimizing tax liabil

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.

0:00 37:27

The Hidden Bias Costing Canadian Investors Thousands

Hosts
Kyle Pearce Jon Orr
Keywords
tax strategies wealth building loss aversion risk tolerance investment strategies Canadian investors corporate finance wealth creation phases passive income tax optimization

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 your investment and business decisions secretly driven by fear of losing money more than the potential to gain?

Whether you're chasing high returns through crypto, real estate, or equities—or sitting on too much cash out of caution—this episode unpacks the hidden force influencing every financial decision: loss aversion. Most Canadian investors don’t realize how this bias shapes their risk tolerance, stalls their portfolio growth, or leads to missed wealth-building opportunities.

In this episode, you’ll discover:

  • Why most people demand double the potential gain just to risk a loss—and how that mindset may be sabotaging your growth
  • How to determine your true risk tolerance along the “growth vs. safety” spectrum
  • A 4-phase framework for building your wealth plan—starting with a safety layer that protects your future while enabling smarter, bolder investments

Ready to stop letting fear of loss hold you back from Canadian financial freedom? Hit play now and learn how to invest with clarity, confidence, and control.

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 how behavioral economics—particularly loss aversion—shapes your risk tolerance is crucial to designing a smart portfolio strategy that aligns with your goals. Whether you're focused on investment growth, financial diversification in Canada, or building personal wealth, integrating a safety layer into your wealth management plan helps balance emotional and strategic decisions. For Canadian business owners, navigating corporate vs personal investments, salary planning, and investing retained earnings can unlock powerful tax deductible investments and business owner tax savings. Leveraging tools like RRSP mat

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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4.8 rating 109 reviews

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4.8 ratings 85 reviews

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5.0 ratings 21 reviews

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