Canadian Wealth Secrets

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Canadian Wealth Secrets

Kyle Pearce, Jon Orr

225 episodes

2 days 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 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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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 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...

Show more...

Episodes (20/225)

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...

2 days 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...

4 days 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...

1 week 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 &...

1 week 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...

2 weeks 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...

2 weeks 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...

3 weeks 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...

3 weeks 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...

1 month ago

18 minutes

Canadian Wealth Secrets

Smart Exit Planning: Protecting Your Wealth and Legacy With Karl Sigerist

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 business for today’s profits—or for tomorrow’s payday when you exit? Many entrepreneurs pour years of energy into growth but overlook the steps that make a company truly saleable. Financial blind spots, owner dependency, or poor succession planning can strip millions from a deal—or sink it entirely. The truth is, ...

1 month ago

45 minutes

Canadian Wealth Secrets

Holding Company Hype: What You’re Not Being Told

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 really set up a holding company for tax savings—or could it actually cost you more in the long run? Many Canadians hear that incorporating is the golden ticket to tax efficiency and wealth building. But the truth is more nuanced. If you’re a T4 employee or just starting your real estate journey, rushing into a corporate stru...

1 month ago

23 minutes

Canadian Wealth Secrets

How Whole Life Policies Unlock Liquidity and Growth for 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 and book a call here Are you letting too much of your business’s hard-earned cash sit idle when it could be working for you in multiple ways? As a business owner, you know the importance of having liquidity—an emergency or opportunity fund you can access instantly. But parking that money in a savings account or GIC often feels wasteful, especially when inf...

1 month ago

23 minutes

Canadian Wealth Secrets

Wealth Analysis Paralysis: When Too Many Wealth Options Hold You Back

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 doing “all the right things” financially, yet still wondering if it’s enough—or what to do next? That’s exactly where Victoria, a 40-year-old dentist, finds herself. She’s saving aggressively, investing smartly, and has multiple wealth-building strategies in place—yet she’s stuck in the fog of decision-making. Should she buy an...

1 month ago

27 minutes

Canadian Wealth Secrets

Is Manulife One a Wealth Shortcut—or a Debt Trap?

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, checking account, and line of credit were all combined into one powerful tool—could it really speed up your debt freedom and build wealth faster, or just cost you more in the long run? Many Canadians are intrigued by the Manulife One account, a product that promises simplicity, flexibility, and cash flow efficien...

1 month ago

21 minutes

Canadian Wealth Secrets

The Playbook for Balancing Taxes, Retained Earnings, and Passive Income 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 Are you a Canadian business owner sitting on retained earnings but unsure how to invest them without losing half to taxes? You’ve worked hard to build a profitable corporation, but the moment you try to grow wealth inside it, the tax system feels like a trap. Between passive income rules, dividend categories, and the dreaded 50% tax on...

1 month ago

22 minutes

Canadian Wealth Secrets

How to Decide When (and When Not) to Use Leverage To Build 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 Is leverage always the golden key to building wealth—or can it sometimes hold you back? Many entrepreneurs believe that using corporate or personal leverage is the ultimate strategy for unlocking cash flow and accelerating growth. But what happens when shifting debt from one pocket to another doesn’t actually improve your position? In ...

1 month ago

15 minutes

Canadian Wealth Secrets

Maximizing Your Net Worth With Strategic Salary, Dividends, and Investments

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 accidentally draining the wealth-building power of your corporation by pulling out too much income? Many incorporated business owners follow the same personal finance rules as employees—maxing RRSPs, overpaying themselves, or rushing to pay down debt—without realizing they’re giving away unnecessary dollars to taxes. This episo...

1 month ago

22 minutes

Canadian Wealth Secrets

How Corporate Structure Can Unlock Flexibility and Tax Efficiency 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 Are you building wealth through real estate but worried your corporate structure might cost you flexibility—and thousands in taxes—down the road? Many investors think incorporating will solve all their tax problems, but the truth is far more nuanced. Without the right setup, you can trap yourself in rigid structures that force you into...

2 months ago

29 minutes

Canadian Wealth Secrets

Canadian Retirement Wealth Without Clarity: The Silent Stress No One Talks About

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 reached retirement age with over $2 million in assets—yet still felt anxious and uncertain about your future? That’s the dilemma Jasmine faced. Despite years of saving, investing, and “doing everything right,” she found herself chasing risky trades and second-guessing her decisions after an unexpected layoff just two years ...

2 months ago

27 minutes

Canadian Wealth Secrets

The Costly Mistake Canadian Real Estate Investors Make With Their

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 overlooking a tax-saving tool worth thousands that’s sitting right in front of you? Many high-income professionals and real estate investors get caught up in complex strategies like the Smith Maneuver or cash damming—powerful, yes, but painfully slow to pay off. The truth is, these long-game approaches can distract you from sim...

2 months ago

28 minutes