Canadian Wealth Secrets Kyle Pearce, Jon Orr

32% of Canadians are approaching retirement with no savings. Is your retirement strategy safeguarded for the future? Will your investment portfolio hold up? Could you aim for higher rewards while minimizing risk? As more Canadians face the uncertainty of retirement without traditional defined benefit pension plans, understanding your options is crucial to secure a comfortable future. As a real estate investor, small business owner, or entrepreneur, safeguarding your assets...

Do you ever feel like your passion for entrepreneurship is leading you down a path of burnout?In this episode, we take a trip into Ian Murray's journey from young Canadian entrepreneur to successful, burned out business owner and the steps he took to help overcome this challenge. His experiences navigating long hours, health crises, and the importance of finding balance offer valuable insights for anyone struggling with the demands of entrepreneurship or their careers.Hit play on your podcast...

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...

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 ...

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 ...

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...