A Canadian Wealth Secrets Webinar in Partnership with PE Gate


How Canadian Incorporated Business Owners Can Strategically Unlock and Invest Retained Earnings
JULY 15, 2025
12PM ET
WEBINAR

If you’re an incorporated business owner sitting on retained earnings, this exclusive webinar is for you.
In partnership with PE Gate, we’ll show you how to strategically access and invest your corporation’s retained earnings without triggering personal tax liabilities—and how to use those assets to fuel a long-term, tax-efficient growth strategy inside your corporation.
You’ll discover:
How to access corporate retained earnings using Immediate Financing Arrangements (IFAs) without paying personal tax
How to invest those earnings into private businesses that pay tax-free eligible dividends
How tax-free corporate dividends can be used to fund participating whole life insurance policies, enabling a powerful compounding engine inside your corporation
This is not your typical tax planning webinar. You’ll walk away with a new lens on how to turn static corporate capital into a high-performing financial strategy that supports growth, liquidity, and legacy—all within your corporation.
💡 Don’t miss this opportunity to learn how to build wealth inside your corporation while minimizing tax and maximizing strategic control.

Welcome to the Canadian Wealth Secrets podcast for high net worth individuals where we help you grow your wealth into a legacy that lasts generations through hidden investment & tax secrets your financial advisors won’t believe are true.
Learn
Podcast
Apply To Be On The Podcast
Wealth Building Book List
Becoming Financially Free
Real Estate Investing
Infinite Banking for Canadians
The Smith Maneuver Guide
Services
Partner with us on our next deal
Wealth Planning
Kyle Pearce
Personal and Corporate Wealth Management and Insurance Solutions
Jonathan Orr
Mortgage Agent Level 1
BRX Mortgage Licence #13463
Our Team
Our team members hold a combined 8 licesnes and designations including, but not limited to CPA, TEP, CFP, CLU, CHS, EPC, MDRT.
©2025 CanadianWealthSecrets.com