What if you could own part of an established Canadian business—without buying the entire company or committing millions to a traditional private equity fund?
Private equity has historically been difficult for individual investors to access, even when they qualify as accredited investors. In this episode, the PE Gate team explains its deal-by-deal approach, which is designed for entrepreneurial investors who want to understand the specific business they are backing rather than committing capital to a blind pool. You’ll also hear why private equity is generally better suited as one part of an experienced investor’s broader portfolio—not as a first or only investment.
You’ll learn:
- How PE Gate identifies established, cash-flowing Canadian businesses with long operating histories, trusted owners, niche market positions, and clear opportunities for growth
- How due diligence, legal agreements, governance, financial reporting, employee ownership, and active operational support can help manage—but not eliminate—investment risk
- How direct business ownership may offer Canadian investors potential advantages through leverage, share liquidity, the lifetime capital gains exemption, and tax-efficient corporate dividends when properly structured
Press play to learn how direct private equity investing works and whether it fits your experience, interests, and long-term portfolio strategy.
Resources:
- Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here.
- Book a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey!
- 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.
- Dig into our Ultimate Investment Book List
- Follow/Connect with us on social media for daily posts and conversations about business, finance, and investment on LinkedIn, Instagram, Facebook [Kyle’s Profile, Our Business Page], TikTok and TwitterX.
Calling All Canadian Incorporated Business Owners & Investors:
Consider reaching out to Kyle if you’ve been…
- …taking a salary with a goal of stuffing RRSPs;
- …investing inside your corporation without a passive income tax minimization strategy;
- …letting a large sum of liquid assets sit in low interest earning savings accounts;
- …investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting cordporate passive income taxes at greater than 50%; or,
- …wondering whether your current corporate wealth management strategy is optimal for your specific situation.
Private equity can play a meaningful role in a broader Canadian wealth plan for accredited investors, business owners, and entrepreneurs seeking tax-efficient investing, financial diversification in Canada, and long-term wealth building beyond public markets. In this episode, PE Gate explains how direct private equity deals can provide access to established, cash-flowing Canadian businesses, allowing investors to participate in business ownership while benefiting from professional due diligence, governance, leverage, and active operational support. The conversation also explores potential tax benefits, including the lifetime capital gains exemption for qualifying individual investors and tax-efficient intercorporate dividends when corporate investments are properly structured. For Canadian entrepreneur finance, these investment strategies may complement corporate wealth planning, corporation investment strategies, capital gains strategy, passive income planning, personal versus corporate tax planning, and business owner tax savings. While a complete financial independence Canada strategy may also involve RRSP optimization, salary versus dividends planning, real estate investing in Canada, retirement planning tools, estate and legacy planning, financial buckets, and other wealth-building strategies in Canada, this episode focuses specifically on how carefully selected private business investments may support corporate structure optimization, financial vision setting, and building long-term wealth in Canada.
Detailed Episode Summary
Luck, Volume, and Planning for Success
Jon and Kyle discussed the role of luck in business success and how to increase opportunities for success through volume. They believed that luck is not negated by volume but instead increases with each opportunity, much like rolling a dice repeatedly. They also stressed the importance of preparation, hard work, and planning in defining luck and achieving success. They encouraged individuals to take control of their wealth building journey by creating their own volume and investing time in clear planning. Lastly, Kyle mentioned the release of the fourth weekly episode of ‘Secret Sauce’ and asked for feedback on the initiative.
Transcript:
Jon Orr: All right, let’s get into this. We’ve got two leading experts in the field of private equity, but gentlemen, fill us in. You know, tell us about what is private equity from your perspective, and then also who is it for and who is it not for? And let’s let that be the frame of the start of our conversation today on private equity and options for us business owners, entrepreneurs, and investors.
Ara Sahakian: Private equity is a very special asset class. I think a lot of wealth has been generated by business owners, especially in Canada, because the tax favors business owners and business ownership. So however, historically private equity has been restricted to ultra high net worth individuals who have say at least a million dollar check to write to a fund. Or a commitment at least of that amount. And it’s a very long-term game. And it’s resulted in one of the best returns for investors. Like it is one of the leading asset classes. However, it hasn’t really been available to individual accredited investors who could afford to invest in that asset class, but they don’t have access because they only want to write a $100,000 check, or they don’t want to be tied in for the seven to ten years that a fund would require you to tie into. So it is I think a great asset class, especially from a tax perspective in Canada for individuals as well as corporate investors.
Kyle Pearce: And you know what, I think something that’s really important to note there as well. You said accredited investors. So, Sarmen, do you mind maybe unpacking like what qualifies someone as an accredited investor? And then maybe from there we can kind of explore like, you know, right off the hop, private equity is not like your first investment that you’re making, right? Someone listening to the show and they’re like, I’m just getting into investing. Like that’s not really the avenue that you’re likely going to go down first. So what makes an accredited investor and you know, sort of when might we start thinking about exploring private equity as a part of our overall investment portfolios?
Sarmen: Yeah, so an accredited investor is defined with three different tests. The first one is the income test. So if you make over $200,000 individually or combined with a spouse above $300,000 net of taxes, you are deemed an accredited investor. That’s the income test. Then you have the other test, which is the financial asset test, and that looks at your portfolio of cash, stocks, bonds, and if that is greater than a million dollars together or with your spouse, excluding your primary residence, you’re then deemed an accredited investor. And then they have the third one called the net asset test, which is total net assets of at least $5 million on their own or combined with a spouse, which does include the primary house.
Sarmen: And actually I made a mistake. There’s a fourth one they added last year, which is great. Because so it’s if you have any designation. So, you know, if you’re a CPA, CFA, and it’s defined specifically on the OSC’s website. They have different designations you must have. And that’s we really like that because if you must be accredited to invest, to be accredited, you must have wealth. And you know, someone might have the knowledge and understanding and the education to make an investment, but you know, they just don’t meet the requirements of you know five million dollars of net assets. So we like that it’s more inclusive of people who are educated but might not have you know as much wealth built.
Kyle Pearce: I love that. And, you know, as you look at some of those tests. So if we use, for example, the income test — obviously it’s hey, you’re making a significant amount of income either individually or combined with a spouse. If I look at the actual financial asset test where we say greater than a million dollars, it sort of jumps out at you as, hey, if I’m gonna be going into a private equity deal, that is going to be a small percentage of your financial assets. Right. And or at least at the beginning of this journey, maybe a smaller part of that portfolio. So I think that’s a really important thing for people to recognize. This isn’t like an either-or. It’s not like we do private equity and we don’t do real estate, or we do private equity and we don’t do public markets. It’s that it’s a part of the plan. And one of those tests is suggesting that you actually have some experience investing in other areas before maybe diving into the private equity aspect here. So I love that. Thanks for unpacking that for us.
Kyle Pearce: Let’s go back to Ara and let’s chat a little bit about, you know, who are you guys trying to bring private equity to? Because we know that you had mentioned that it’s usually reserved for the ultra high net worth. And as we just unpacked with our accredited investor tests here, you don’t actually have to be in the ultra high net worth category anymore, but you may still not have access to actual opportunities to invest in private equity unless companies like yours are bringing them and making them available to accredited investors across Canada.
Ara Sahakian: No, it’s a great question because suitability is really important to us from a regulatory point of view. You have to be suitable for the investment. But beyond that, that’s extremely important to align to have a group of investors that actually understand what we’re doing and they want to invest in that business because they understand that sector and may add certain value to our investor group. So who we’re trying to attract are people who are familiar with business, have decent business acumen, have other investments. This is, like you said, not their only investment. But what we’re targeting is higher returns. So we’re targeting our typical deal will target a 25% IRR. So, which is time value of return over time. And we do look for dividend yielding assets.
Ara Sahakian: However, they may not pay dividends up front because we use leverage, which is another massive benefit in private equity and the deals restructure as well. Because if you’re investing, say, $100,000, we’re gonna use leverage to acquire a business and it does not affect your credit. So your investment is limited to 100. You don’t have any additional risk or exposure. However, we’re levering that up to buy a business at at least double your investment. So there’s a lot of those advantages, but it’s great to have someone who understands a sector and could add value to it. And we try to limit our investor group to 10 investors, either corporate investors or individuals.
Sarmen: I’ll add to that. I always use this example. My sister’s a doctor. She’s not our ideal client because she does not have an interest in reading about which business to invest in, right? So we’re giving investors the autonomy to decide what business to invest in. And that’s very unique, right? Whereas in a fund it’s you know, you’re just pre-committing capital and they find the businesses. Whereas for us, you get to browse on our website. Do you want to invest in pet sector or you know, the architecture sector or CPA sector? So it’s really for people who like to talk about a business that they own shares in at the dinner table, right? And they are truly a Canadian part Canadian business owner, right? It’s a cool story and something new and unique.
Kyle Pearce: I love it. And, you know, I was just on with a client earlier today, and we were talking about some of the advantages of potentially investing in a specific private equity deal versus potentially being a part of a trust, for example, you know, an alternative asset trust that has actual private equity deals built in. So you’re getting more diversification there. So sounds like your sister, who’s a doctor who’s very busy, may not be as interested in reading through the memorandum and really understanding the business and understanding what she’d be putting capital up into. Might be a better fit for one of these alternative asset trusts versus like something like what you guys are offering.
Kyle Pearce: So I think that’s really important for us to understand. And, you know, if I heard Ara correctly, you were saying, like, you know, you’re kind of aiming for around 10 investors. So this isn’t something that is, you know, fund-like where you would just have hundreds or maybe even thousands of people that are committing capital and then you guys are allocating it. You know, you’re actually dealing with people and you know, you’re gonna know their first name basis, you’re gonna understand who they are and what they’re in there for and what the goals are. So I think that’s a really, really important and you know, I guess specific thing for some of those who are listening to the podcast right now and saying, if you’re really, really busy, maybe this type of private equity might not be a great fit at this time for you.
Kyle Pearce: But if you’re also someone who’s extremely curious as a fact finder, you know, someone like myself who wants to learn about the business and wants to know and understand as to what it is that they’re specifically investing in, this might be a perfect opportunity for them because they actually are feeling like, hey, I am truly an owner, unlike what we get in the stock market where I own shares in Apple. I am not really an owner of Apple, if you think about it that way. Sure, I am, but I have zero say. Here, you know, you have at least a feeling as though you are connected to the company in some way, shape, or form.
Sarmen: Right. I’ll just add one thing. So I use the example of my sister who’s a doctor and agreed that she, you know, she just go to a financial advisor. But on the flip side, I’ve had conversations with a surgeon who is very entrepreneurial and also wants to invest. So it’s not that, you know, if you’re a busy professional, it’s not for you. It’s more so having that entrepreneurial interest to invest.
Ara Sahakian: And just to add to that, you are making an impact so by investing in Canadian businesses. So it does support the economy, obviously, especially the businesses we target are small businesses, which make up over eighty percent of businesses in Canada, employs significant majority of people in Canada. So it is an important investment to make. So there’s more value just from a return perspective. And but what I also wanted to say is a lot of people have probably invested in private businesses. So they may have invested in their cousin’s restaurant. And this is one of the reasons we established PE Gate because people have done it — because I used to be in advisory and people would ask me about what are — I made this investment, looks like it’s losing money. I’m like, well, do you have a shareholders agreement? They’re like, no. Well, do you get financials? No. So we wanted to professionalize investments and bring that very high level of legal documentation to individual investments. So a lot of people may have invested in private equity and may not have done well in it, or maybe they have, but we’re doing it in an extremely professional manner. So there’s governance in place and there’s legal documentation.
Jon Orr: Yeah. Well, that’s — I wanna talk about that because it’s like when you’re saying a professional manner, there’s governance in place. Like I think when people hear private equity — even if you’re an accredited investor and you’re thinking about like what other asset classes do I need to add to my portfolio, private equity might be the case. PE Gate, this team, they offer a way for me to get into private investing without you know the big lump sum down. I can’t invest in certain amounts. Like it sounds like small Canadian businesses is where I can get my money into. But then on the flip side of that, now everyone’s like, wait a minute, small Canadian businesses, isn’t that super risky? Like what — but then you also are saying there’s governance with the teams and in the businesses that you guys hand select. Like tell us what are you folks doing to help make the risk mitigated. Like why is that an important part? Because it sounds risky to go private equity, but I think you guys are putting in place guardrails to make it somewhat less risky for the investors. And I know Ara you had said like this is the best asset class. So maybe lump that in there too.
Ara Sahakian: Yeah, well, first of all, we’re not investing in startups. So the riskiest investments are those that don’t have a track record. So we target businesses that have been operating for on average more than 15 years, right? And they’re cash flowing. So there’s positive cash flow. So there’s a history behind it. And we assess is this business going to last? Is it a newspaper printing business or is it something that is critical in the next 10 to 20 years. So we’re very selective in the businesses we choose from a sector point of view, from a financial performance point of view. And something that is really, really important to us, especially for smaller deals, is who’s the founder and who’s the operator. Do we like, trust, and can work with them? So if we can’t trust them, we walk. Because in most cases they’re long term partners to us and they stick around even post acquisition and they roll in shares. So they’re involved in the business. So and then we do a really detailed diligence internally, may hire external Q of E quality of earnings consultants and then go through a detailed legal process.
Sarmen: Yeah. I’d add to that, you know, that you can’t strip out all risk. And even though private equity on a risk adjusted basis has outperformed a lot of other classes, there still is risk. In addition to the due diligence that we do, you know, we also do review engagements for most of our deals, which you know in small businesses is not required. And you know, the owners don’t want to necessarily spend that money on it. But for us, we provide quarterly and annual reports to our investors. And at end of year, we do the review engagement. You know, we’re numbers guys, right? But we also do operations and bring in the right experts when needed. We review P&L’s monthly. You know, we look at it under a fine-tooth comb and make data-driven decisions, right? Where typically that might seem like overkill for a small business, but that’s our approach. And it’s kind of the theme that we’re bringing — you know, big level private equity experience to investors in the smaller scale.
Jon Orr: That’s what I really like is that you’ve got — you’re not just a platform or a middleman here where you’re saying, look, hey, you want to invest in private equity, hey, we’ve got some businesses over here, let’s put you together. Like this is you’re actually investing in the business and you’re putting, you know, like you said, your fingers and your hands, you’re in this. And you’re helping make this business succeed in the transition from maybe someone who’s selling their business and trying to offload it in a fractional way or maybe they’re selling it outright. But this is how you can say get into business and you’re there with seasoned professionals who are guiding the process. And it’s not like it’s just a handoff where this business is gonna be gone and you’re just, you know, hey, hopefully this works out guys. No, they’ve got a team here to guide this business moving forward as well.
Ara Sahakian: Well, yeah, when investing, you should always obviously look at a team’s track record. So our first investment was six years ago. Both Sarmen and I invested in this opportunity. The founders clearly needed us to help scale and grow. They didn’t want to fully exit. And it’s done very well. We’ve quadrupled in EBITDA, obviously resulting in great returns. We’ve fully repaid capital. And we’ve had one investor — actually, this is something unique to PE Gate, is that you don’t have to stick around as long as everybody else. You could trade your shares at any point in time. So through our platform. So we have a unique platform that’s how you invest through, and then you also could trade your shares through. So we had one investor fully exit to an employee and resulting in a 48% internal rate of return, which is phenomenal. And because we were able to grow the portfolio and de-risk the portfolio. So add another layer of management to the business and be able to go after larger revenue streams.
Sarmen: And that’s actually another form of de-risking or managing risk is making employees actually owners, right? So that there’s more skin in the game. And there’s a study by Blackstone where businesses that have employees own shares actually outperform when they’re just an employee because they start to think like an owner. And that’s what we facilitate you know, when needed. And as the first deal that we invested in, we facilitated that. The current deal we’re working on will be having some staff be part business owners. So you know, we’re very customized in what we offer business owners and investors, right? So, you know, we’re not the typical private equity fund that buys a business, fires everyone, does a 180, the typical bad rep that PE has.
Sarmen: The reason why we’d say it’s not as risky is because, you know, these are businesses that have been around for 30, 40 years. There’s a lot of low-hanging fruit, not money left on the table. It’s more so that there’s a lot of improvements that can be made. But you know, when you’re 75, how much more capital do you want to inject in the business to see that growth? So we’re buying amazing businesses and just unlocking the total potential for its next chapter.
Kyle Pearce: I love it. And, you know, I’d love to dig in a little bit more on that and sort of say, like, you know, what are the ideal businesses? Because a vast majority of our audience here at Canadian Wealth Secrets are incorporated business owners. So there might be some people thinking to themselves, like maybe at some point they might be looking for an exit. And, you know, recently we did our live event in Toronto where we were chatting about making exits and preparing for an exit of the business. If you and Ara are sort of sitting there wanting that next opportunity to land on your desk, what does that business look like and sound like? Is it that business owner who is just getting to a point where they’re getting tired and they’re approaching retirement? Is it where there’s lots of low-hanging fruit? You know, like what is it that sort of piques your attention? And I’m sure it’s a bunch of different things and they’re all different combinations, but what are some of the common ones that sort of catch your eye right away? And then maybe are there some that immediately you’re like, nope, we’re not even gonna look at that because X, Y, or Z.
Sarmen: Yeah. All right. Yeah, lots of those. I think we turn down a lot of deals. So we’re very, very selective.
Ara Sahakian: Yeah, we turn down a lot of deals. So we’re very, very selective. But I would say everything in our portfolio is an ideal transaction. Ironically, there’s a lot of husband and wife owned or operated businesses, which, you know, the size that we look at makes sense because one of them is the entrepreneur risk taker and the other one is handling finance. But in every deal we go in to look at what value can we really add here. If we can’t add any value, there’s no point. Because once the owner retires, you’re gonna see a hit in the operations. So there has to be value that we could add. So typically it’s through systems, financial reporting, marketing — like we just, we’re hopefully closing a transaction this week where they don’t have a website. It’s not like they don’t have a good website. They just don’t have it.
Ara Sahakian: So we now have it. And the owner’s rolling in shares. So we look at the core business. What does it do? Is it niche? We love niche businesses. So it’s not a low margin, everybody does it, trading, you’re moving boxes, but something unique that the market really likes. And I think every transaction has that element. Sarmen, what else?
Sarmen: Yeah, no, it’s a good point. Like why do we start PE Gate? We started it to not only give investors access, but also have outsized risk-adjusted returns that are tax efficient, right? So if you want that, you can’t just buy a business where, you know, it’s a well-oiled machine and you’re just buying the business top dollar and you’re buying cash flows, right? You’re buying a business where there’s a lot more upside, and it hasn’t been done yet because, you know, if you’re 80, you’re not gonna put that time in, right? So there’s a lot of tools in our arsenal that we use. Like Ara said, you know, technology is a big one. Obviously AI is you know, focus of every industry, right? There’s no industry that doesn’t have exposure or have benefits from AI. So I think there’s yeah, there’s a lot of good businesses out there and you know we look at over 300 businesses a year. Obviously it’s a funnel, right? It goes down, we’re always looking through them. And we typically invest in around, I’d say three to five a year. That’s our target. So, you know, you really need to look at a lot of businesses to get to that.
Kyle Pearce: I’m kind of envisioning like from the real estate side of things, it’s like you’re not looking for those perfect brand new, you know, developments that have been done where it’s like, hey, it’s cash flowing, take the keys and move on, and that’s it. And it just spits out a certain amount of money. You’re looking for the building that maybe the landlord has been there for a while and the tenants haven’t, you know, been turned over and the rents are maybe low, or that, you know, if you renovate a few units, all of a sudden the rents are gonna go up. And you know, you’re looking for something there, but of course that low hanging fruit needs to be low enough where that work isn’t going to cause you to have to take a career in, you know, trying to get that business on track. So I like that. There’s like that value add aspect to it and niche business. And then of course making sure that, you know, it’s gonna be strong and stable and solid moving forward.
Ara Sahakian: And to talk through that real estate example in business though, you have a lot more levers to pull. So you could — there’s a limited amount of changes you can make to a building, but when it comes to a business, it’s the management of the business. There you might have key staff that could, you know, with the owner retiring, could really flourish. You could attract new staff to it, it could change the strategy. There’s so many things you could do to improve the cash flows. You can improve the cash flows, your inventory management system, put in an ERP, help with decision making. So I think the way it’s more difficult to run a business than a real estate project. But I think there’s a lot more value for a higher reward. And the tax — the CRA really favors investing as businesses. It’s considered active.
Jon Orr: Yeah. Well, tell me more about that ’cause I know that was one of the big draws for us to become investors is, you know, thinking about the tax implications and the tax benefits with some of the unique offerings that you’re putting together and the unique position you’re putting some of our investors in. Can you guys share some of the secrets there?
Sarmen: Take it away, Ara.
Ara Sahakian: Yeah, so first of all, you’re investing in smaller businesses, so they’re gonna — their corporate tax rate is gonna be lower than a much larger business because in Ontario the first half a million is taxed at a much lower rate. Next, as an individual investor, you would likely qualify for the lifetime capital gains exemption, which is over 1.25 million and indexed, meaning if you have a capital gain in that investment, you will pay something, but close to zero. So and it would qualify for that. That’s one of the best tax advantages you have as an individual, aside from your principal residence, the home you own. So that’s massive on the capital gain.
Ara Sahakian: If you’re investing as a corporation, your retained earnings — which is the majority of your audience — and you invest more than 10% of the equity, so 10.1% would qualify, we would structure it so that you also get a vote of 10.1%. And all our investments are focused on one active business. So there’s no risk of tainting by non-active business. But the result of that is A qualifies as an active business investment, which has other benefits, but also the tax rate on a dividend is zero percent compared to potentially 50% on asset invest. So that’s a massive — and it’s not a deferral. That’s it. You never have to pay that tax. You will when you pay that individually to yourself. Well you have to do that anyway. So like with like, you’re potentially competing zero versus fifty percent.
Sarmen: And that’s what the CRA calls a connected corporation. Those two kind of requirements that Ara mentioned is — do you have greater than ten percent vote and value? So we help facilitate that. Very unique in the investment world to be getting near zero percent dividends in your corporation. And you know, we’ve seen a lot of interest from a lot of business owners on our deals with this.
Kyle Pearce: I bet, I bet. And it’s so important, like for those who are unaware, you definitely want to check out on the YouTube channel. We have a full video that unpacks the passive income flywheel we talk about for incorporated business owners. And this is a big part of it because you know the business itself, it’s an active business, but you can imagine that if it’s your holding company, for example, that’s buying 10.1% of the voting rights and the 10.1% of the equity in this business. It is now another active business that you now own and operate. So just like your own operating company is sending up intercompany dividends tax-free, you’re able to do the same from this other active business, send those dividends up completely tax-free.
Kyle Pearce: Now, let’s not kid ourselves. The actual active business did pay their fair share, right? They paid for, you know, the small business tax rate, 9 to 12.2%, depending on the province. Or the higher rate if they’re above $500,000, but any of the dividends that they do send up along are going to come to the holding company completely tax-free. And that’s like a massive, massive advantage over any other type of income strategy that you might have going on inside of your own corporate structure or family trust. So that is a massive, massive benefit.
Kyle Pearce: So on both sides, we’ve got lifetime capital gains exemption that we have access to at a personal level. We also have access to that if you’re structuring this within a family trust, potentially, if it’s done correctly. But then we also have the advantage, even if you just have a simple business or holding company that can buy the shares and then send those intercompany dividends up completely tax free. What a huge benefit. And of course, if we do sell those shares at some point, you had mentioned, even though it may not be as liquid as the public markets, your platform opens the door to the potential to be able to sell those shares before the entire deal is potentially being sold. So that is huge.
Kyle Pearce: So help everyone here before we wrap up today — how can more of the Canadian Wealth Secrets audience learn more about PE Gate and how they might get involved in some of your future deals? You had mentioned the goal is three to five deals a year. Some years it’s gonna be less, some years it’s gonna be more. It really just comes up with when these businesses land — I say land in your laps, like you guys just wait for them to come, or do you seek them out? Where can they go and you know, what do they need to do so that they are well informed in terms of understanding any of the future deals or learning about past deals?
Ara Sahakian: The best way is go to pegate.com where you could book a call with us. We’d love to get to know all our investors. We have over five hundred investors. And what we’d like is to know all of them, especially when you get to investing with us. You could also onboard in our platform directly where you’ll get to see the deals that are posted live and follow us through that process. So even if you’re not ready to invest, it’s really good to look at a deal, see our process, which is very transparent, read our information memorandum, and we book webcasts as well on our deals. Come onto our webcast, just get to know us, come to our events as well. But yeah, reach out and you’ll get on our email list.
Sarmen: Yeah. And that’s exactly what I was gonna add, is on our website you could put your email to register for our newsletter, stay up to date on any events or new deals. And also you can follow us on LinkedIn. We’re very active on LinkedIn and on Instagram. So there’s many ways to get involved.
Kyle Pearce: I love it. I love it, guys. Well, you know, folks in the community are going to get a whole lot more learning about not only private equity in general, but also about some future deals because Canadian Wealth Secrets is a proud strategic partner with PE Gate. Yes, we do also invest in these deals with these two gentlemen. And guys, I gotta say it’s been a fantastic journey so far, having met you guys a number of times face to face and seems like countless times online through Zoom calls and telephone calls along the way. But definitely worthwhile for those who are interested and looking to potentially explore private equity to add to their portfolios. So make sure you check that out. We will have all links in the description under this podcast or under this YouTube video if you’re watching on YouTube. And definitely make sure you’re checking out your inbox for your Canadian Wealth Secrets newsletters because when we do live events or any events like this one, we’ll definitely keep you informed so that hey, maybe all four of us can meet some of the Canadian Wealth Secrets community.
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.
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—Malcolm X
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.
Protecting Canadian incorporated business owners, entrepreneurs and investors with support regarding corporate structuring, legal documents, insurance and related protections.
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.
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.
