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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
Canadian Income Tax
High Interest Rates
Work-Life Balance

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 weeklyEpisodes212Founded3 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

What if your mortgage, checking account, and line of credit were all combined into one po... 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 you a Canadian business owner sitting on retained earnings but unsure how to invest t... more

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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?

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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 accidentally draining the wealth-building power of your corporation by pulling ou... more

YouTube

Key Facts

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Recent Guests

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
Rod Zabriskie
Co-Host of Money Insights
Money Insights
Episode: Navigating US and Canadian Tax Systems For Canadian Investors| Money Insights
Darryl Frankfort
Co-host of The Canadian Real Estate Show, a real estate developer.
The Canadian Real Estate Show
Episode: Real Estate Investment Strategies for Canadian Entrepreneurs from Experts in the Toronto Real Estate Market

Hosts

Kyle Pearce
Co-host and former mathematics teacher with a focus on wealth building and financial education.
Jon Orr
Co-host and former mathematics teacher focused on financial literacy and wealth strategies.

Reviews

4.7 out of 5 stars from 193 ratings
  • 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
    Canadaa month ago
  • Informing

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

    Apple Podcasts
    5
    JD Rember
    Canada4 months ago
  • Excellent Advice

    We recently spoke with Kyle to review our retirement plan. Thank you Kyle for an amazing and comprehensive discussion on our situation. You immediately understood our risk tolerance and made some interesting suggestions we will further explore.

    We are indeed grateful for the follow up email in which you clearly laid out the objectives and made suggestions to further reduce ongoing taxes both at the personal and corporate level.

    We would encourage young entrepreneurs to consult from the earliest... more

    Apple Podcasts
    5
    KVG1952
    Canada4 months ago
  • So much information

    I recently had a call with Kyle and we went over some information! He helped me understand a holding company and a corporation and helped me understand what I needed to help set up my business and make sure that it’s gonna be well off when I keep on growing. I had quite a bit of questions for him, and he even helped me with if me and my husband were to set up another company and what the processes would be like to do that the pros and cons of a sole proprietorship or a corporation. I have shared... more

    Apple Podcasts
    5
    Wealth podcast
    Canada5 months ago
  • The answer is always life insurance

    These guys are hilarious. There is the occasional interest bit of information, the comical part is that the answer always seems to be whole life insurance!

    Apple Podcasts
    2
    Uhnvtvj45
    Canada5 months ago

Listeners Say

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

Listeners appreciate the vast array of actionable financial strategies shared by the hosts, particularly their focus on wealth management and investment.
The hosts are described as knowledgeable, and their presentation style is engaging, making complex financial concepts relatable.
Feedback often emphasizes the practicality of the advice offered, which resonates well with both novice and seasoned investors.
Some criticisms mention a perceived over-emphasis on particular products, such as life insurance, which may not appeal to every listener.

Chart Rankings

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

Apple Podcasts
#40
Canada/Business/Investing
Apple Podcasts
#95
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
The Hidden Tax Traps of Scaling Real Estate and Day Trading Without a Plan
Q: Is your account feeling like the day trading is active?
Brad affirms that he's doing a couple of hundred trades a day, indicating that it's considered active income.
How Fast Can I Access Leverage? Utilizing The Cash Value From Whole Life Insurance
Q: If we were to fund a new high early cash value policy as soon as possible with close to $100,000 of premium, how soon are we able to leverage it?
You will likely have access to at least 50% of the cash value from your funded high early cash value policy within a few weeks.
Navigating Canadian Real Estate with Investors Nick Hill and Daniel Foch
Q: What is your takeaway for listeners?
Surround yourself with like-minded individuals and start taking action towards your goals.
Hope Is Not A Financial Retirement Strategy: The Silent Threat Limiting Your Portfolio’s Growth
Q: How does risk capacity factor in and what is the difference from risk tolerance?
John clarifies that risk tolerance is the emotional level of discomfort one can handle during market fluctuations, while risk capacity is about the monetary ability to withstand losses based on financial obligations, such as retirement fund withdrawals.

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?

The focus of this podcast is to equip listeners with innovative wealth-building strategies specifically tailored for Canadians. Over several episodes, hosts discuss various financial topics, emphasizing the intricacies of creating a solid financial foundation while prioritizing multiple aspects of life, such as health, family, and personal enjoyment. The content revolves around topics like effective tax strategies, real estate investment insights, and the optimal use of financial products like whole life insurance. The discussions often integrate real-life case studies to illustrate points and empower listeners in their financial journeys, ultimately encouraging the creation of long-term wealth and a meaningful legacy.

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How many listeners does Canadian Wealth Secrets get?

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What are the audience demographics for Canadian Wealth Secrets?

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Which podcasts are similar to Canadian Wealth Secrets?

These podcasts share a similar audience with Canadian Wealth Secrets:

1. The Canadian Real Estate Investor
2. The Canadian Investor
3. The Wealthy Barber Podcast
4. The Loonie Hour
5. The Dividend Guy Blog Podcast

How many episodes of Canadian Wealth Secrets are there?

Canadian Wealth Secrets launched 3 years ago and published 212 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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Where can I see ratings and reviews for Canadian Wealth Secrets?

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What guests have appeared on Canadian Wealth Secrets?

Recent guests on Canadian Wealth Secrets include:

1. Matt Bigley
2. Sarman Boyajian
3. Ara Saakian
4. Nick Hill
5. Daniel Foch
6. Kevin O'Leary
7. John De Goey
8. Rod Zabriskie

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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