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Artwork for Canadian Wealth Secrets

Canadian Wealth Secrets

Kyle Pearce, Jon Orr
Permanent Life Insurance
Investment Strategies
Smith Maneuver
Real Estate Investment
Wealth Management
RRSP
Tax Efficiency
Wealth Building
Capital Gains Tax
Financial Independence
Real Estate Investing
Whole Life Insurance
Retained Earnings Management
Wealth Building Strategies
Mortgage Interest
Tax Strategies
Canada
High Interest Rates
Canadian Income Tax
Goal Setting

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 s... more

PublishesTwice weeklyEpisodes223Founded3 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Canadian Wealth Secrets

Latest Episodes

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 w... more

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 unneces... more

YouTube

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 —... more

YouTube

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... more

YouTube

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Bob Gauvreau
Founder of Gauvreau Accounting Tax Law Advisory, a CPA firm focused on entrepreneurship and tax savings.
Gauvreau Accounting Tax Law Advisory
Episode: The Wealth Secret 92% of Canadian Business Owners Miss: A Joint CWS, PE Gate, Gauvreau Tax & Law Advisory Mastermind
Karl Sigerist
Masterclass expert in business succession and exit planning
Shaughnessy Group
Episode: Smart Exit Planning: Protecting Your Wealth and Legacy With Karl Sigerist
Matt Bigley
Guest speaker and financial expert
Episode: Six Figures in Canada? Here’s Why It Still Feels Tight
Sarman Boyajian
Partner at Pe-Gate, dedicated to democratizing private equity.
Pe-Gate
Episode: The Smart Way to Unlock Your Canadian HoldCo’s Cash with Private Equity
Ara Saakian
Partner at Pe-Gate, focused on facilitating access to private businesses for investors.
Pe-Gate
Episode: The Smart Way to Unlock Your Canadian HoldCo’s Cash with Private Equity
Nick Hill
Mortgage agent and co-host of Canadian Real Estate Investor Podcast
Canadian Real Estate Investor Podcast
Episode: Navigating Canadian Real Estate with Investors Nick Hill and Daniel Foch
Daniel Foch
Real estate broker and co-host of Canadian Real Estate Investor Podcast
Canadian Real Estate Investor Podcast
Episode: Navigating Canadian Real Estate with Investors Nick Hill and Daniel Foch
Kevin O'Leary
Entrepreneur and television personality known for his appearances on Shark Tank
O'Leary Ventures
Episode: How Much Kevin O'Leary Says You Need to Retire — And What Would He Invest In?
John De Goey
Veteran Canadian portfolio manager and author
Design Securities
Episode: Hope Is Not A Financial Retirement Strategy: The Silent Threat Limiting Your Portfolio’s Growth

Hosts

Kyle Pearce
Co-host specializing in financial strategies, wealth management, and business finance.
Jon Orr
Co-host focused on wealth building, tax strategies, and financial education.

Reviews

4.7 out of 5 stars from 207 ratings
  • A must listen for business owners

    I love that this podcast dives into areas, like tax and corporate structure, that others shy away from. There’s a ton of insight to be gained from listening and the episodes are short, to the point, and ad free. After listening for a while I went to the website and took their assessment questionnaire and booked a discovery call which was a personalized and authentic conversation to validate my path…A+ all around

    Apple Podcasts
    5
    SquireBusiness
    Canada8 days ago
  • A wealth of valuable knowledge

    Kyle was incredibly generous with his time and advice as I navigate my transition into full-time entrepreneurship. He offered clear, practical steps, connected me with valuable resources, and truly understood my goals. Honest, supportive, and inspiring — highly recommend!

    This podcast is an encyclopedia of valuable knowledge! Thank you for sharing this with us!

    Apple Podcasts
    5
    Melanie.E.
    Canadaa month ago
  • Life changing interaction

    It’s funny how one interaction can change the trajectory of your financial journey. Kyle is definitely a guy you want involved in paving your path to success!! Greatly appreciate all his advice

    Apple Podcasts
    5
    DG Holdings
    Canada2 months ago
  • Informative, Canadian…but

    Very informative Canadian podcast, good listen but when they start talking about whole life insurance games, I simply skip or delete the episode. Fortunately not all are whole life sales pitches.

    Apple Podcasts
    3
    Corbur70
    Canada2 months ago
  • Informing

    Listing to the podcast has kickstarted my interest in planning for the future

    Apple Podcasts
    5
    JD Rember
    Canada5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Overall, the podcast is highly recommended for those looking to improve their financial literacy and wealth-building capabilities.
Listeners praise the practical and actionable financial advice shared on the show.
Feedback highlights the hosts' expertise and teaching style, making complex concepts relatable and understandable.
Some listeners express concerns over a perceived focus on certain financial products like life insurance, wishing for a broader range of topics.
Many find the insights on wealth management and tax strategies particularly valuable for their personal finance journey.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#28
Canada/Business/Investing
Apple Podcasts
#66
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

I’m Earning Six Figures… So Why Don’t I Feel Wealthy?
Q: How do they feel about their current investment journey?
They feel a little bit lost and don't have control over their strategy.
I’m Earning Six Figures… So Why Don’t I Feel Wealthy?
Q: Should they be leveraging their home equity in order to invest more?
They need to make a plan and figure out what their current investment strategy is going to get them and where that puts them.
How Whole Life Policies Unlock Liquidity and Growth for Business Owners
Q: How do I know that using a corporately owned whole life policy structured specifically to act as a wealth reservoir is a good choice for me in my business?
If you are a successful business owner with retained earnings, it can make a lot of sense to build a well-structured policy that allows you to leverage your cash flow effectively.
Holding Company Hype: What You’re Not Being Told
Q: When is it advantageous to open a holding company?
It's advantageous when you're generating active income and can benefit from tax deferral; otherwise, it may complicate financial situations unnecessarily.
The Hidden Tax Traps of Scaling Real Estate and Day Trading Without a Plan
Q: How are you feeling from today's call?
Brad expresses understanding of his next steps regarding property acquisition and financing strategies.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Canadian Wealth Secrets

What is Canadian Wealth Secrets about and what kind of topics does it cover?

Focused on building wealth and financial independence, a duo of former mathematics teachers, now successful entrepreneurs, shares strategies for Canadians looking to enhance their financial literacy and wealth creation. The content often revolves around maximizing investment returns, understanding taxation, and leveraging unique financial products like Participating Whole Life Insurance to optimize asset accumulation while minimizing taxes. The hosts emphasize the importance of creating a personalized financial plan that reflects the listener's vision of a wealthy lifestyle, incorporating aspects of investment, insurance, and wealth management. Unique stories and practical advice target individuals at various stages of their wealth-building... more

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Which podcasts are similar to Canadian Wealth Secrets?

These podcasts share a similar audience with Canadian Wealth Secrets:

1. Build Wealth Canada Podcast
2. The Canadian Real Estate Investor
3. The Canadian Investor
4. The Wealthy Barber Podcast
5. The Loonie Hour

How many episodes of Canadian Wealth Secrets are there?

Canadian Wealth Secrets launched 3 years ago and published 223 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Canadian Wealth Secrets?

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What guests have appeared on Canadian Wealth Secrets?

Recent guests on Canadian Wealth Secrets include:

1. Bob Gauvreau
2. Karl Sigerist
3. Matt Bigley
4. Sarman Boyajian
5. Ara Saakian
6. Nick Hill
7. Daniel Foch
8. Kevin O'Leary

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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