Guiding Your Canadian Wealth Building Journey
Blog Posts
Episode 118: Why Time Is Your Biggest Ally (or Enemy): The Math Behind Early Retirement Part 1
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! The Math Behind Retirement and Specifically Early Retirement… Could you be unknowingly sabotaging your financial future by not fully understanding how compound interest is...
Episode 117: Stock Trading in Corporations: The Tax Landmine You Need to Avoid
Listen here on our website:Or jump to this episode on your favourite platform:Are you unintentionally giving half of your hard-earned money to taxes because of stock trading inside your corporation? As a business owner or high-income earner in Canada, navigating...
Episode 116: Why a Whole Life Insurance Policy Is The Right Tool For A Canadian Corporate Passthrough Structure – A FAQ Session
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! How a Canadian family turned $6,000 a year into a lifelong safety net. Are you ready to uncover how Canadian income tax strategies and smart investment planning can create a...
Episode 115: How Smart Canadian Business Owners Make $1 Million Feel Like $2 Million
Listen here on our website:Or jump to this episode on your favourite platform:Are you maximizing your corporate dollars to build wealth and minimize taxes, or are you leaving money on the table?As a business owner or entrepreneur, you’re likely juggling countless...
Episode 114: Beyond RRSPs: How One Family Turned $6000/year into a Lifetime Renewable Asset
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! How a Canadian family turned $6,000 a year into a lifelong safety net. Are you ready to uncover how Canadian income tax strategies and smart investment planning can create a...
Episode 113: Why Building Wealth Feels So Hard – And the Secret to Making It Easier | Whole Life Insurance as a Cornerstone Financial Tool
Listen here on our website:Or jump to this episode on your favourite platform:What if the secret to building wealth wasn’t about “more money” but about the right tool? What’s holding you back from using a whole life insurance policy as the cornerstone of your...
Episode 112: Turning $2.8M Net Worth Into a Money Making Machine That Will Grow Forever | Canadian Financial Planning Case Study
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you leaving wealth-building opportunities on the table when designing your Canadian financial plan? Isn’t this the question we constantly ask ourselves? Is it the question...
Episode 111: The Canadian Investing Secret to Creating Wealth Out of Thin Air (No, It’s Not Magic!)
Listen here on our website:Or jump to this episode on your favourite platform:What if you could unlock an extra $200,000 in net worth and add millions to your Canadian Investing Strategy and estate, simply by restructuring how you invest? Many Canadian investors...
How a Clear Financial Plan Changed Everything for This Canadian Family’s Future
Client StoryHow a Clear Financial Plan Changed Everything for This Canadian Family’s FutureThe Problem Tony Petrielli had it all—or so it seemed. With a thriving career, a paid-off mortgage, a well-run business, and robust savings, Tony and his wife Marisa were...
Episode 110: Unlock the Power of Retained Earnings: Tax Strategies for Business Owners and Wealth Builders [Secret Sauce Ep23]
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Incorporated business owners: what if you could use your retained earnings to grow your wealth, reduce taxes, and leave behind a supercharged estate—all at the same time? For...
Episode 109: How To Supercharge your RRSP: A Tax Guide for Canadian Entrepreneurs
Listen here on our website:Or jump to this episode on your favourite platform:Are you maximizing the use of your RRSP contributions, or could you be missing out on tax savings and wealth-building opportunities? In this episode, Kyle Pearce and Jon Orr dive into...
How One Canadian Business Owner Unlocked $3 Million in “Hidden” Wealth – Without Spending a Penny More
Client StoryHow This Canadian Business Owner Unlocked $3 Million in “Hidden” Wealth – Without Spending a Penny MoreImagine running a successful business for over 20 years, with retained earnings building up inside the company. For one of our clients, this was a...
Episode 107: Cash Damming vs. Smith Maneuver For Canadian Investors
Listen here on our website:Or jump to this episode on your favourite platform:Are you missing out on tax savings and passive income by not taking advantage of smart debt strategies like cash damming? Many Canadians are familiar with the Smith Maneuver for converting...
Episode 106: Avoid Throwing $90K Down The Drain In This Canadian Passive Income Trap [Secret Sauce Ep21]
Listen here on our website:Or jump to this episode on your favourite platform:Are you unknowingly giving away tens of thousands of dollars in taxes each year by being too conservative with your passive income and business earnings? For many business owners, keeping...
Episode 105: Why RRSPs Are Right For Only Some Canadian Business Owners
Listen here on our website:Or jump to this episode on your favourite platform:Are you confused about whether to keep contributing to your RRSPs or shift your focus to other wealth-building strategies? In this episode, we dive deep into the ongoing debate between RRSP...
Episode 104: Why Your Car Loan Is Draining Your Canadian Wealth (And How to Fix It) [Secret Sauce Ep20]
Listen here on our website:Or jump to this episode on your favourite platform:Tired of sinking money into car loans that seem never ending while leaving you trapped in a pit of depreciation? In today’s world, cars are a necessary expense for most of us, but they often...
Episode 103: Why Strategic Leverage Wins: Logic Over Emotion To Maximize Canadian Investments
Listen here on our website:Or jump to this episode on your favourite platform:Are emotions holding you back from growing your wealth? Are you making objective decisions regarding your wealth or is it possible that you’re like most business owners, entrepreneurs, and...
Episode 102: The Million Dollar Mistake Most Canadians Are Making [Secret Sauce Ep19]
Listen here on our website:Or jump to this episode on your favourite platform:Are you making the million-dollar mistake of paying off your mortgage too soon, missing out on greater wealth opportunities? In this episode, Kyle Pearce reveals a common financial misstep...
Episode 101: The Waterfall Method: Transfer Wealth, Minimize Canadian Taxes, and Build a Legacy
Listen here on our website:Or jump to this episode on your favourite platform:Are you prepared to protect your wealth and pass it on to future generations, all while enjoying your financial gains today? In this episode of Canadian Wealth Secrets, Kyle Pearce and Jon...
Episode 100: Why Interest Rates Don’t Matter If You Have Assets | Canadian Investment
Listen here on our website:Or jump to this episode on your favourite platform:Are you focusing too much on interest rates when planning to utilize good debt and conservative leverage for planning your financial future? In this episode, we dive into why interest rates...