How We Help Business Owners Build Tax-Efficient Wealth | A Peek Into Canadian Wealth Secrets

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Are you a high-income Canadian or incorporated business owner wondering why your wealth plan feels more like a mystery than a strategy?

Too often, professionals like you are sold financial products without ever being taught how the pieces of a wealth plan actually fit together. In this episode, Kyle Pearce and Jon Orr pull back the curtain on the origin of Canadian Wealth Secrets, revealing how their education-first approach empowers clients to confidently navigate wealth planning. You’ll hear how their journey as former educators informs a mission to replace blind trust with real understanding—giving you the tools, context, and clarity needed to take control of your financial future. If you've ever felt unsure about how to use retained earnings, structure your compensation, or build lasting wealth without sales pressure, this conversation is built for you.

You’ll discover:

• Why holistic planning matters more than picking individual financial products.
• How to think strategically about corporate cash, insurance, and investing with retained earnings.
• What makes their “hardware store” model a safe space for learning and choosing only the tools that truly fit your situation.

Press play now to start building a smarter, tax-efficient wealth plan—without the pressure, confusion, or jargon.

Discover which phase of wealth creation you are in. Take our quick assessment and you’ll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.

Canadian Wealth Secrets Show Notes Page:

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If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O’Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we’re confident you’ll enjoy Canadian Wealth Secrets too.

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.