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Canadian Wealth Secrets
Kyle Pearce, Jon Orr
236 episodes
9 hours ago
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 sitting on piles of retained earnings but still unsure how to actually put your money to work as a business owner? So many incorporated business owners believe they’re “well invested,” only to discover most of their wealth is sitting idle in corporate accounts — untouched because of uncertainty, fear of volatility, or analysis ...
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Investing
Business
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All content for Canadian Wealth Secrets is the property of Kyle Pearce, Jon Orr and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 sitting on piles of retained earnings but still unsure how to actually put your money to work as a business owner? So many incorporated business owners believe they’re “well invested,” only to discover most of their wealth is sitting idle in corporate accounts — untouched because of uncertainty, fear of volatility, or analysis ...
Show more...
Investing
Business
Episodes (20/236)
Canadian Wealth Secrets
The Biggest Wealth Lessons for 2026
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 sitting on piles of retained earnings but still unsure how to actually put your money to work as a business owner? So many incorporated business owners believe they’re “well invested,” only to discover most of their wealth is sitting idle in corporate accounts — untouched because of uncertainty, fear of volatility, or analysis ...
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1 day ago
17 minutes

Canadian Wealth Secrets
Three Mistakes Business Owners & Investors Make During December - While Striving For Financial Freedom
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 heading into the end of December wondering why your financial progress keeps stalling—despite having strong income or a successful business? This episode dives into the hidden traps business owners and investors fall into at year-end, especially when life feels busy, messy, and full of competing priorities. December should be a...
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6 days ago
26 minutes

Canadian Wealth Secrets
What If My Leveraged Investment Tanks? How to Build a Wealth Reservoir That Survives Volatility
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 happens when an investment made with leverage—whether through OPM, a HELOC, or a whole life policy—suddenly goes bad? Canadian business owners and families often worry about using leverage to build wealth, especially when markets turn or a deal underperforms. It’s easy to feel uneasy when the value of an investment dips, your home...
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1 week ago
31 minutes

Canadian Wealth Secrets
The 3-Tier Liquidity System Every Canadian Needs to Build Wealth
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 relying on luck instead of a liquidity plan—and putting your wealth growth at risk without even realizing it? Most Canadians think of an emergency fund as a boring cash pile that just sits there. But as Jon and Kyle reveal, your emergency fund is actually the foundation of every smart financial system—because it determines whet...
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1 week ago
31 minutes

Canadian Wealth Secrets
Why “Buy Term and Invest the Difference” Fails High-Net Worth Canadians
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 still relying on “buy term and invest the difference”—without realizing it may be the wrong comparison for your actual wealth strategy? Many high-income Canadians and incorporated business owners are unknowingly measuring permanent insurance against the wrong benchmark. The real issue isn’t whether market investments outperform...
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2 weeks ago
29 minutes

Canadian Wealth Secrets
The Capital Gains Time Bomb: Why Waiting Could Cost You Millions
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 capital gains quietly building into a financial time bomb that could detonate right when you need liquidity the most? For many high-earning Canadians—especially tech professionals with stock options and RSUs or business owners with most of their wealth tied up in their company—capital gains don’t feel dangerous… until they sud...
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2 weeks ago
24 minutes

Canadian Wealth Secrets
Your Will Isn’t Enough: The Overlooked Gaps Putting Your Wealth at Risk
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 certain your family and your business would stay protected if something happened to you tomorrow? Most business owners assume a simple will is enough—until a crisis exposes gaps they never saw coming. In this episode, estate and legacy expert David Edey breaks down why so many Canadian families end up in years-long legal battle...
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3 weeks ago
49 minutes

Canadian Wealth Secrets
How Much Do Canadian Business Owners Really Need To Retire?
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 How do you know if you can actually afford to retire as a Canadian business owner — and are you sure the “freedom number” you’re chasing is even the right one? Most business owners have built impressive balance sheets, yet still feel uncertain about stepping away from work because their wealth isn’t structured to pay them when they sto...
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3 weeks ago
12 minutes

Canadian Wealth Secrets
A Warning on These Two Popular Wealth Building Books
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 relying on popular wealth-building books but still unsure how to actually follow their advice without stressing over every dollar? This episode breaks down two of the most influential personal-finance books for Canadian business owners—I Will Teach You to Be Rich and Becoming Your Own Banker—and reveals the hidden challenges mo...
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4 weeks ago
31 minutes

Canadian Wealth Secrets
Your 60/40 Investment Portfolio Is Not Actually 60/40. A Canadian Business Owner Case Study
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 an incorporated professional sitting on hundreds of thousands in your corporate account—but too nervous to invest it? Many business owners find themselves in this exact bind. You’ve built a thriving practice, cash is piling up, but fear of illiquidity, taxes, or a market downturn keeps that money sitting idle. Meanwhile, inflat...
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1 month ago
42 minutes

Canadian Wealth Secrets
How To Legally Pay Less Tax as a Canadian Business Owner
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 unknowingly letting taxes drain your wealth—even after years of business success? Many Canadian business owners build impressive portfolios, yet still lose thousands each year to unnecessary taxes. It’s not because they’re doing anything wrong—it’s because they’re missing the system the wealthy quietly use to build, protect, a...
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1 month ago
21 minutes

Canadian Wealth Secrets
How to Build Your Own Pension as a Canadian Business Owner
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 Should you keep your pension—or build your own? If you’ve left a teaching or public sector job to start a business or invest independently, the idea of commuting your pension can feel intimidating. Do you trade the safety net of a predictable income for the freedom (and risk) of building wealth your own way? In this episode, Jon and Ky...
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1 month ago
24 minutes

Canadian Wealth Secrets
My Money’s Stuck in My Corporation — How Do I Actually Use It Tax Efficiently?
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 How can you access the wealth trapped inside your corporation—without triggering a massive tax bill? Many successful Canadian business owners hit a surprising wall: their company’s thriving, their retained earnings are healthy, and yet their personal dreams—like buying that dream home by the beach—feel just out of reach. You’ve done ev...
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1 month ago
26 minutes

Canadian Wealth Secrets
How This Canadian Business Owner Turned Idle Cash into Opportunity Capital
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 Is your corporation’s cash sitting idle, costing you opportunities — but pulling it out would mean a massive tax hit? Many Canadian entrepreneurs find themselves stuck in the corporate cash trap: profits that feel safe inside the company but are losing ground to inflation and taxes. You’ve worked hard to build retained earnings, but no...
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1 month ago
7 minutes

Canadian Wealth Secrets
The Wealth Secret 92% of Canadian Business Owners Miss: A Joint CWS, PE Gate, Gauvreau Tax & Law Advisory Mastermind
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 company’s retained earnings sitting idle — or worse, being eaten away by unnecessary taxes? For many business owners, retained earnings feel like a double-edged sword: a sign of success but also a source of frustration when the tax bill arrives. This live panel, hosted by Canadian Wealth Secrets, PE Gate, and Gauvreau Tax &...
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1 month ago
1 hour 7 minutes

Canadian Wealth Secrets
Why Moving Abroad Could Cost You Six Figures in Exit Taxes
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 a Canadian business owner trying to make sense of what it really means to build — or leave — wealth in Canada? Whether you’ve thought about packing up for a lower-tax destination or simply want to understand what happens if you ever did, this episode is for you. Leaving Canada isn’t as simple as booking a flight south. The mome...
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1 month ago
55 minutes

Canadian Wealth Secrets
The Ultimate Canadian Guide To The Smith Maneuver
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 your mortgage could actually build your wealth instead of just draining your bank account every month? Most Canadians think of debt as something to eliminate—not something to harness. But what if the real key to long-term financial freedom isn’t being debt-free, but using good debt strategically? In this episode, Jon Orr breaks...
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1 month ago
10 minutes

Canadian Wealth Secrets
The Pass-Through Structure: How to Grow Corporate Wealth in Canada
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 you could pull money out of your Canadian corporation, grow your wealth, and dramatically reduce taxes—all at the same time? Most successful incorporated business owners in Canada face the same dilemma: profits are trapped inside the company, and pulling them out personally triggers massive tax hits. Many try to invest retained...
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2 months ago
14 minutes

Canadian Wealth Secrets
The 3 Lessons Every Canadian Business Owner Needs to Build Wealth Inside Their Corporation
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 the cash sitting in your holding company could quietly become your biggest wealth-building engine? Many Canadian entrepreneurs reach a point where income isn’t the problem—efficiency is. You’ve got multiple corporations, strong cash flow, and significant retained earnings. Yet, that idle capital is being eroded by inflation, ta...
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2 months ago
7 minutes

Canadian Wealth Secrets
I’m Earning Six Figures… So Why Don’t I Feel Wealthy?
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 you’re earning over $300K a year, saving diligently, and still feel like your wealth plan isn’t enough? That’s exactly where Roman found himself — solid income, strong net worth, and a nearly paid-off home, yet constant doubt about whether he’s truly on track for financial freedom. If you’ve ever wondered whether you’re missing...
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2 months ago
18 minutes

Canadian Wealth Secrets
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 sitting on piles of retained earnings but still unsure how to actually put your money to work as a business owner? So many incorporated business owners believe they’re “well invested,” only to discover most of their wealth is sitting idle in corporate accounts — untouched because of uncertainty, fear of volatility, or analysis ...