Canadian Wealth Secrets

De: Kyle Pearce Jon Orr
  • Resumen

  • 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.

    © 2024 Canadian Wealth Secrets
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Episodios
  • Real Estate Investment Strategies for Canadian Entrepreneurs from Experts in the Toronto Real Estate Market
    Jul 31 2024

    Have you ever wondered how top real estate professionals turn market challenges into wealth-building opportunities?

    In today's fluctuating real estate market, many investors face uncertainty about making profitable decisions. High costs, market volatility, and the fear of making the wrong move can be daunting.

    This episode dives into strategies used by seasoned real estate experts from the podcast The Canadian Real Estate Show T.K. Butler and Darryl Frankfort, who share their insights on overcoming these challenges.

    Darryl and TK discuss the importance of education, perseverance, and having a well-planned investment strategy, providing you with actionable advice to navigate the complexities of the real estate market.

    Tune in to our latest episode to uncover the wealth-building strategies of real estate experts and take your investment game to the next level!

    What you’ll learn:

    • Learn how to develop a well-planned real estate investment strategy that withstands market fluctuations.
    • Discover the secrets of leveraging perseverance and thorough research to identify profitable investment opportunities.
    • Gain insights into the importance of long-term thinking and trusting experienced professionals to make sound investment decisions.

    Resources

    • Canadian Wealth Secrets Show Notes Page


    Consider reaching out to Kyle if you’ve been…

    • …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.

    By hopping on a discovery call with Kyle, he will review your specific personal and corporate financial situation in order to determine if there are some quick wins available for you to minimize taxes personally or corporately, provide ideas for how you can increase your personal cash flow, and ensure that the net worth of your estate continues to grow in tandem.

    Discover how top real estate professionals turn market challenges into wealth-building opportunities. In this episode, T.K. Butler and Darryl Frankfort from The Canadian Real Estate Show share their real estate investment strategies, providing actionable advice on overcoming market volatility and making profitable real estate investments. Learn how to make money in real estate and build long-term wealth through well-planned strategies and perseverance. Tune in to uncover the secrets to successful real estate investing!


    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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    45 m
  • RRSP Investment Options and Alternatives For Business Owners [Secret Sauce Ep6]
    Jul 26 2024

    Are you an incorporated business owner struggling to determine the best retirement investment vehicle for the profits you retain in your corporation each year while minimizing the overall tax burden?

    Incorporated business owners often face the challenge of effectively managing retained earnings while planning for retirement. Traditional strategies like Registered Retirement Savings Plans (RRSP) Investment Options and Individual Pension Plans (IPP) might not offer the best tax efficiency or flexibility, leaving you to slowly meltdown the funds to try and limit substantial taxes the entrepreneur must pay when accessing these funds in retirement. This episode of the Canadian Wealth Secrets podcast dives into innovative approaches that can help you grow your wealth within your corporation to provide the most flexibility and access to funds while strengthening your long-term Canadian retirement financial security.

    Imagine having a strategy that not only shields your retained earnings from heavy taxation but also allows you to leverage those earnings for personal income and investment opportunities. By exploring the benefits of permanent life insurance policies such as participating whole life insurance, this episode provides insights into how you can use corporate dollars to create a tax-efficient and growth-oriented financial plan, ensuring you leave a lasting legacy while enjoying the Canadian retirement an RRSP or IPP simply cannot provide.

    What you’ll learn:

    • Learn how to convert retained earnings into a tax-efficient, growth-oriented financial tool to grow wealth during your capitalization years and financial security during retirement.
    • Discover ways to leverage against corporate assets for personal income without heavy income tax burdens.
    • Gain insights into creating a legacy and securing financial stability for future generations.

    Tune in now to unlock strategies that can transform your business earnings into lasting wealth and tax-free personal income!

    Resources:

    • Canadian Wealth Secrets Show Notes Page

    Calling All Canadian Incorporated Business Owners & Investors:

    Consider booking a discovery call with Kyle if you’ve been…

    • …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.

    This episode helps entrepreneurs and incorporated business owners to determine where they should be investing their retained earnings - inside the corporation or outside - in order to accumulate a high net worth over time and a low Canadian income tax stream of retirement income later. We will explore Registered Retirement Savings Plans (RRSP),

    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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    19 m
  • Jailbreak Your Retained Earnings and Minimize Expenses Related to Income Tax & Capital Gains Inclusion Rate Hikes
    Jul 24 2024

    Are your retained earnings trapped inside your corporate structure?

    Wondering how you can jailbreak your retained earnings without gifting 50% of your net operating income to the Canadian Revenue Agency?

    In this episode of the Canadian Wealth Secrets podcast, we delve into the intricate world of corporate tax planning strategies and how savvy business owners can optimize their retained earnings and investments while navigating the increase in capital gains inclusion rate and utilizing tax efficient structures.

    This episode addresses the pressing issue of how business owners can maximize their retained earnings within a corporation while planning for retirement. With personal income taxes and capital gains posing significant hurdles, it's essential to explore innovative solutions, such as using corporate-owned life insurance policies and efficient investment strategies. This discussion aims to equip you with the knowledge to make informed decisions and secure your financial future.

    You’ll learn:

    • Tax Optimization Techniques: Learn how to minimize tax burdens and efficiently manage retained earnings through strategic use of corporate structures and permanent life insurance policies.
    • Investment Insights: Discover the pros and cons of different investment strategies tailored for business owners, including how to balance active and passive income within a corporate framework.
    • Leveraging Corporate Assets: Understand how to use corporate assets as collateral for loans, enhancing compliance and efficiency in your financial planning.

    Unlock the secrets to smarter corporate tax planning and investment strategies by listening to this episode now!

    Resources

    • Canadian Wealth Secrets Show Notes Page


    Consider booking a call with Kyle if you’ve been…

    • …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.

    By hopping on a discovery call with Kyle, he will review your specific personal and corporate financial situation in order to determine if there are some quick wins available for you to minimize taxes personally or corporately, provide ideas for how you can increase your personal cash flow, and ensure that the net worth of your estate continues to grow in tandem.

    This episode helps entrepreneurs and incorporated business owners to determine where they should be investing their retained earnings - inside the corporation or outside - in orde

    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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    27 m

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