76 episodes

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.

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.

Canadian Wealth Secrets Kyle Pearce, Jon Orr

    • Business
    • 5.0 • 56 Ratings

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.

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.

    Crossing the Corporate Veil: Tax Planning For Canadian Business Owners

    Crossing the Corporate Veil: Tax Planning For Canadian Business Owners

    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 busin...

    • 44 min
    The Truth About “Infinite Banking” or “Bank On Yourself”: Is It Too Good To Be True?

    The Truth About “Infinite Banking” or “Bank On Yourself”: Is It Too Good To Be True?

    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 ...

    • 37 min
    The Accountant Entrepreneurs and Business Owners Have Been Searching For: An Interview with Bob Gauvreau

    The Accountant Entrepreneurs and Business Owners Have Been Searching For: An Interview with Bob Gauvreau

    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 ...

    • 50 min
    How to Grow Your Net Worth While Strengthening Your Financial Foundation

    How to Grow Your Net Worth While Strengthening Your Financial Foundation

    Are you confident that your financial foundation is solid enough to weather any market storms that your risk-on assets might endure, or do you feel like a black swan event leaves you feeling uncertain of your financial future?In the volatile financial landscape we live in, achieving a balance between growth and stability is important to most, but achieved by few. This episode addresses the importance of striking this delicate balance to ensure your financial foundation remains resilient and i...

    • 35 min
    How to Get a Free Lottery Ticket & Financial Security Blanket: A Deep Dive Into Critical Illness Insurance

    How to Get a Free Lottery Ticket & Financial Security Blanket: A Deep Dive Into Critical Illness Insurance

    Imagine you were able to pay each month for a lottery ticket that would pay out a large sum of money to support you financially in the event that you became critically ill over the next 15, 25, or even 50 years and if you are lucky enough to never need that large sum of money, you get all of your money back?While there are many rabbit holes to dive down when it comes to financial tools including savings, investments, and insurance, there is one insurance tool that provides a pretty amazing li...

    • 53 min
    Overcoming Your Entrepreneurial Impostor Syndrome, Self-Doubt and Negative Thinking

    Overcoming Your Entrepreneurial Impostor Syndrome, Self-Doubt and Negative Thinking

    What if I was to tell you that all of the stress we feel in our lives is caused by our inner saboteur voices and our own negative thinking? What if I also told you that our own intentionally trained positive mindset actually cultivates our sense of peace, satisfaction, ease and flow?While many of us know that our own mind can have a massive impact on how we feel at any given time on any given day, the question certainly begs: how can we intentionally train our minds to think positively t...

    • 51 min

Customer Reviews

5.0 out of 5
56 Ratings

56 Ratings

T.Sedore ,

Exactly what I’ve been looking for!

This podcast is fantastic for Canadians. I’ve been looking for something like this for awhile and it’s now here. Take a listen, I’m guessing anyone will be able to find some nuggets.
Thank you for creating this.

Lineage24 ,

Very relevant and informative

As a Canadian real estate investor and business owner I’ve really enjoyed and appreciated the detailed information and ideas on this podcast. Was also great to speak directly with Kyle and get some incredible personalized insights for my situation. 5 stars!

Tbird121212 ,

Great information for Canadian entrepreneurs

As a budding Canadian entrepreneur, it is helpful to have a weekly podcast to help me navigate the nuances of incorporated businesses, active and passive income taxes, and how to avoid investment income taxes.

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