Canadian Business Owners, Entreprenuers, and Investors
Grow Your Net Worth.
Shrink Your Tax Bill.
Build a Legacy That Lasts.
We help Canadian business owners, entrepreneurs, incorporated professionals, and investors protect their wealth, reduce taxes, and turn retained earnings into a powerful, lifelong wealth system.
Over $210M in client wealth optimized
Featured on the Canadian Wealth Secrets Podcast
100,000+ Business owners reached each year
Most Canadian Business Owners Pay Too Much Tax — And Build Wealth Too Slowly
You Work Hard. You Pay Taxes. But Your Wealth Isn’t Growing Fast Enough
You’re sitting on retained earnings with no tax-efficient plan to grow them
You’re unsure how to transition wealth out of your corporation without losing half to taxes
You want to invest but don’t want to lose liquidity or take unnecessary risk
You’re not confident your financial advisors understand corporate tax strategy
You’re building a business — but not a legacy
When your corporation, investments, insurance, and tax plan work together—your wealth compounds exponentially.
(This is the signature Canadian Wealth Secrets framework.)
Average Canadians focus on investments.
The smart & wealthy focus on the system that makes wealth grow predictably, tax-efficiently, and generationally.
The clever & wealthy use a system that builds on four(4) foundational components:
Component 1: Vision & Growth Engine
Before you optimize taxes, grow your investments, or build your legacy, you must begin with the most critical part of your wealth system: Your Vision. Your Lifestyle Goals. Your Future.
Component 2: Liquidy & Wealth Reservoir Engine
Your wealth must be accessible and secure — not just “invested.”
You should never have to pause your wealth plan because of cash flow or market volatility.
Component 3: Tax Optimization Engine
Where your capital compounds and your wealth accelerates.
More wealth created with less tax drag and less personal exposure.
Component 4: Legacy & Estate Engine
Your wealth should outlive you — and pass on tax-efficiently.
Your family receives more — and the government receives less.
Protect and grow your financial foundation.
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, entrepreneurs, business 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.
We help business owners and investors grow their net worth.
“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 Chinson
“Kyle didn’t just create a financial plan—he gave us clarity and confidence, turning our scattered assets into a lasting legacy for our family.” – Tony Petreilli
“Thank you for adding tremendous value to Canadian individuals and business owners”. – Istiyak Sid
Kyle Pearce
VP Corporate Wealth Management
Corporate Advisors | Canadian Wealth Secrets
“As a Canadian 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
“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
“I went from feeling stuck after draining my savings for a down payment to building a financial foundation I can rely on.” – Ray Eswagen
Option 1
Learn & Apply The Secrets of Wealth Preservation & Growth
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.
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
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.
Option 3
Enroll in Our Free Masterclass
Ready to unlock the full potential of your corporation and build sustainable wealth?
Register for free for our masterclass: Unlocking Corporate Wealth: How To Optimize Retained Earnings In Your Corporation.
Enroll now to discover the proven strategies that help Canadian business owners leverage retained earnings—all while growing their net worth and securing a legacy for the future.
Option 4
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.
The Best Corporate Wealth Management and Income Tax Planning Company in Canada
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.