Canadian Business Owners, Entreprenuers, and Investors

Personal and Corporate Wealth Management Strategies

Grow your wealth into a legacy that lasts through hidden investment & tax secrets your advisors won’t believe are true.

Step 1: Subscribe to Our Weekly Podcast "Canadian Wealth Secrets"

Step 2: Grab the Canadian Wealth Secrets Wealth Management and Tax Planning Starter Blueprint

Step 3: Book a Wealth Management and Tax Planning Call - It's Free and Always Free!

Working with Kyle Pearce has been a game changer for my business. I was looking for a tax-effective way to handle the cash building up in my corporation, and Kyle provided exactly what I needed. He helped me set up a corporate life insurance policy that will benefit my family in the long term, and introduced me to tax-saving strategies I wasn’t aware of before. Kyle’s ability to break down complex financial strategies and tailor his advice to my specific needs made all the difference. I highly recommend his services.

Jason Chinsen

Kyle is so knowledgeable! I had a discovery call with him and he was able to assist me on the next steps to improve my personal finances.

Tara Ocansey

Film & Television Business Owner

Working with Kyle Pearce has given me peace of mind when it comes to planning for my estate. I needed a strategy to ensure that my heir wouldn’t face a high tax burden, and Kyle delivered a thorough, well-researched plan. After years of dealing with the bank, I feel confident that Kyle and Jon will manage my RRIF funds with my best interests in mind. Kyle’s deep knowledge and careful approach to estate planning have made all the difference, and I highly recommend him.

Judy Finnerty

Retiree

Thank you for adding tremendous value to Canadian individuals and business owners.

Istiyak Sid

IT Consultant & Business Owner

As a Canadian real estate investor and business owner I’ve really enjoyed the detailed information and ideas they’ve shared. Kyle gave some incredible personalized insights for my situation.

Lineage 24

Thank you for adding tremendous value to Canadian individuals and business owners.

Istiyak Sid

IT Consultant & Business Owner

Corporate Wealth Management Made Easy

Our Wealth Management and Tax Planning strategies are designed to serve Canadian entrepreneurs,  incorporated business owners, and investors through three (3) strategic pillars:

  • Personal and Corporate Asset Protection and Preservation Tools;
  • Personal and Corporate Income Tax Planning and Tax Minimization Strategies; and,
  • Estate Planning strategies and structures that produce Generational Wealth and leave a legacy that lasts.

Canadian T4 employees, entrepreneursbusiness owners, and investors spend half of their waking hours on average working to earn more income and as a result, are left paying more  of their “fair share” of income taxes.

When is the last time you focused on your personal or corporate wealth management strategy with a primary focus on tax planning to minimize the income taxes you pay so you can work less, invest by accumulating more assets, and create a legacy that lasts generations as a result?

Learn Canadian Wealth Secrets through hidden investment and tax planning strategies so good your financial advisor and accountant won’t believe they’re true.

Option 1

Canadian Wealth Secrets Podcast Cover - Entreprenuers, Business Owners, Investors and High Net Income High Net Worth

Canadian Wealth Secrets Podcast

Your weekly dose from The Canadian Wealth Secrets Team helping entrepreneurs, incorporated business owners, and investors to grow their wealth into a legacy that lasts generations through hidden investment and tax planning secrets your financial advisors won’t believe are true.

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Option 1

Listen & Grow Your Wealth Into a Legacy That Lasts

Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future?

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 and passive income taxes, and understanding the role of financial institutions in personal finance.

Let’s focus first on Canadian tax planning so we have more capital to invest in assets that produce cash flow and capital appreciation over time.

Subscribe Now

Canadian Wealth Secrets on YouTube Podcasts

Option 2

Option 2

Download Our Canadian Wealth Building Book List

Maybe you’re just trying to get your feet wet and receive a bit of guidance as to where to begin…

Digging into our catalogue of the best investment books out there can help you start your wealth building journey by shifting your mindset and taking action through proper tax planning to produce more capital for asset accumulation.

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Option 3

Design Your Wealth Management Plan

Craft your personal or corporate wealth management plan with the Canadian Wealth Secrets team to put you on the fast track to achieving financial freedom and building a legacy that lasts through the creation of generational wealth. We’ll co-create a customized wealth management plan to minimize income tax exposure and maximize the amount of capital you have available to invest into wealth building assets.

Book a free discovery call to take your next step.

Are You a Canadian Incorporated Entrepreneur With Retained Earnings “Trapped” In Your Business?

Protect Your Profits From Income Tax

Want to save a significant amount of income tax each year while increasing your tax sheltered net worth?

While Canadian incorporated business owners spend thousands of hours each year owning and operating their profitable businesses, the vast majority spend no time focusing on what really matters: tax planning.

Instead of spending all of your time and energy to make an additional $100,000 of net operating income only to see almost half of it lost in taxes by the time it hits your personal pocket, you should be spending more time tax planning so you can keep more of the money you’re already losing to income taxes.

Our efficient, unique and compliant corporate wealth management and Canadian tax planning structures allow incorporated business owners to minimize their income tax burden, keep more capital for asset accumulation and incorporate an estate plan that creates a legacy that lasts generations for your family.

The Best Corporate Wealth Management and Income Tax Planning Company in Canada

Canadian Wealth Secrets Wealth Management Planning - Preserve Your Estate Value

Your Holistic Wealth Management Team

We work collaboratively to design customized, high-impact personal and corporate wealth management and tax planning strategies that help our clients accelerate their wealth building by focusing on Canadian income tax planning for tax minimization in order to repurpose your corporate net operating income into increased investment capital for wealth creation without massive income taxes.

Design Your Wealth Management Plan

Crafting a robust corporate wealth management plan for your Canadian incorporated business is not just about today—it's about securing your financial future during the years that you are still excited to be working in the business as well as after you are ready to step away. The earlier you invest the time and energy into designing a corporate wealth management plan that begins by focusing on income tax planning to minimize income taxes and maximize the capital available for investment, the more time you have for your net worth to grow and compound over the years to create generational wealth and a legacy that lasts.

Don't wait until tomorrow—lay the foundation for a successful corporate wealth management plan with a focus on tax planning and including a robust estate plan today.

Insure & Protect

Protecting Canadian incorporated business owners, entrepreneurs and investors with support regarding corporate structuring, legal documents, insurance and related protections.

INCOME TAX PLANNING

Unique, efficient and compliant  Canadian income tax planning strategy that incorporated business owners and investors would be using if they could, but have never had access to.

ESTATE PLANNING

Grow your net worth into a legacy that lasts generations with a Canadian corporate tax planning strategy that leverages tax-efficient structures now with a robust estate plan for later.