Personal and Corporate Wealth Management Strategies

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

  • Personal and Corporate Tax Minimization Strategies;
  • Unique and Alternative Investment Strategies; and,
  • Generational Wealth Creation Strategies.

Step 1: Subscribe to Our Weekly Podcast

Step 2: Grab the Wealth Secrets Starter Blueprint

Step 3: Book a Wealth Planning Discovery Call

Wealth Management Made Easy

Canadian T4 employees, entrepreneursbusiness owners, and investors spend half of their waking hours on average working to earn more income and as a result, they pay more income taxes.

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

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

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, business owners, and investors to grow their wealth into a legacy that lasts generations through hidden investment and tax 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.

Subscribe Now

Canadian Wealth Secrets on YouTube Podcasts

Option 2

Go It Alone With Our Must Read Books

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 journey and begin shifting your mindset while taking action.

Option 3

Become an Invested Student

Partnering with Invested Teacher puts you on a faster track to building your wealth and achieving financial freedom. We’ll co-create a customized wealth plan and help you invest in wealth building opportunities.

Perfect for time-poor professionals who are looking to build wealth with an experienced guide.

Once a Teacher, Always a Teacher.

We are high school teachers who have learned to invest and create wealth. Now, we share this learning with others.

You know what they say:

Once a teacher, always a teacher.

Grow Your Wealth Building Skills

Many believe that you are either a money person or you are not.

This fixed minset approach to managing money is limiting your ability to accumulate wealth and restricting your financial freedom. Break free from this deficit thinking habit and begin your journey to grow your wealth with us.


Learn why investing in real estate is where we began our wealth building journey and why we believe it is the best place to start.

infinite banking

Learn about us and why we began a journey to better manage our money, how to invest and begin to build wealth for our families.


Overcome your fear of the stock market by learning about the  markets, implementing proven strategies, and minimizing risk.