Take this Financial Health Assessment to discover your biggest gap and unlock your next wealth-building move.
Take The Assessment Now
You’ve Built A Business. You’ve Started Investing. But Have You Optimized Your Financial System To Actually Get You Where You Want To Go?
In less than five minutes, you’ll receive a clear Financial Health Grade and pinpoint the exact area holding back your wealth-building momentum. The assessment is built around four proven stages of wealth planning: Vision, Liquidity, Optimization, and Legacy.
It’s a strategic tool designed for Canadian business owners and serious wealth builders—built by the team behind the Canadian Wealth Secrets podcast.
Tune in weekly to one of Canada’s top-charting business podcasts to hear raw, deep-dive conversations with financial experts, legal professionals, and fellow business owners as they break down real-world financial plays happening in the Canadian market right now.
Our podcast
Go behind the numbers and watch real case studies from incorporated business owners who successfully restructured their companies, optimized their cash flow, and permanently transformed their corporate wealth trajectory.
See our sucess stories
Stream our step-by-step video training on demand to see the actual visual architecture behind our wealth engines, creating immediate awareness around how to generate tax-optimized cash flow that flows seamlessly from your corporation to your personal life.
Free Masterclass
Skip the fluff and download the exact reading list that shaped our core investment philosophies, featuring the essential books every Canadian entrepreneur needs to master corporate finance and wealth preservation.
Download Your Book list
Discuss with our team to look directly at your current corporate setup, identify where you are unnecessarily losing money to taxes, and see exactly how the Wealth Planning System apply to your specific business goals.
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Kyle Pearce is a Canadian wealth strategist, educator, and co-host of the Canadian Wealth Secrets podcast, where he helps incorporated business owners and high-income professionals unlock tax-efficient strategies to build, protect, and transfer wealth. As a licensed life and accident and sickness insurance agent across multiple provinces in Canada, Kyle brings both technical expertise and real-world application to the strategies he teaches.
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With a background in education and a passion for simplifying complex ideas, he is known for breaking down advanced financial concepts like corporate structuring, tax minimization, and leveraged insurance strategies into clear, actionable insights.

Through his work, Kyle guides clients in designing personalized financial systems that prioritize cash flow, long-term growth, and generational wealth. He specializes in strategies such as the Corporate Wealth Reservoir, Immediate Financing Arrangements (IFA), and the strategic use of participating whole life insurance to create tax-advantaged income streams and strengthen balance sheets. As a trusted advisor and educator, Kyle’s mission is to empower Canadians to move beyond traditional financial advice and take control of their financial future with clarity and confidence.
Jon Orr is the Chief Operating Officer of Canadian Wealth Secrets and co-host of the Canadian Wealth Secrets podcast, where he helps incorporated business owners and high-income professionals design and implement tax-efficient strategies to build, protect, and transfer wealth. With a background in education and leadership, Jon brings a strategic and systems-focused lens to wealth planning. He specializes in helping clients clarify their financial vision and align their corporate and personal financial decisions to achieve long-term outcomes. His work focuses on building structured, repeatable financial frameworks that prioritize cash flow, efficiency, and sustainability.
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As COO, Jon leads the design and delivery of the Canadian Wealth Secrets client journey, ensuring that strategies like the Corporate Wealth Reservoir and other advanced planning approaches are implemented with clarity and consistency. He is known for helping clients move from scattered financial decisions to a coordinated, intentional plan. Through his work, Jon is committed to helping Canadians gain control over their financial future by combining clear thinking, strong systems, and disciplined execution.
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