Canadian Wealth Secrets Podcast

Guiding You On Your Wealth Building Journey

What if building wealth wasn’t about finding the next investment… but about building the right financial system?

Canadian Wealth Secrets is an education-first wealth planning platform designed for incorporated business owners and high-income Canadians who want to build, optimize, protect, and eventually transfer their wealth with greater confidence.

Hosted by former mathematics teachers, serial entrepreneurs, and long-time investors Kyle Pearce and Jon Orr, the show was created after discovering that many of the most effective wealth-building strategies available to successful Canadians simply weren’t being discussed openly—or were being explained in isolation without showing how they fit into a complete financial plan.

That’s why we built Canadian Wealth Secrets.

We believe that understanding should always come before implementation.

Instead of selling products or chasing investment trends, we teach you how to think about your wealth as a complete system.

Every episode is designed to help you better understand one or more of the Four Stages of Holistic Wealth Planning:

Stage 1: Design Your Vision for Freedom

Clarify what financial freedom actually means for you and build a wealth plan around your ideal lifestyle—not someone else’s.

Stage 2: Build Your Wealth Reservoir

Create financial optionality by establishing safe, predictable capital that allows you to confidently invest, navigate uncertainty, and seize opportunities.

Stage 3: Optimize Your Wealth Plan

Learn how successful Canadians structure corporations, investments, taxes, leverage, insurance, and cash flow to build stronger active and passive income flywheels.

Stage 4: Legacy & Estate Strategy

Protect your family, your business, and your life’s work while transferring wealth as efficiently as possible to the next generation.

Whether you’re just beginning your wealth-building journey or already managing multiple corporations, investment properties, or a seven-figure portfolio, Canadian Wealth Secrets helps you connect the dots between tax planning, investing, insurance, business ownership, and long-term financial freedom.

Our mission is simple:

To help Canadians make better wealth decisions by first helping them understand how the system works.

Beyond the podcast, you’ll find a growing educational ecosystem including our YouTube channel, free self-paced masterclass, Wealth Pathways Assessment, proprietary wealth planning tools, and complimentary one-on-one strategy calls designed to help you identify your next best move with clarity and confidence.

When implementation makes sense, our licensed team and trusted strategic partners can help you execute many of the strategies discussed on the show—including corporate wealth management, tax-efficient insurance strategies, alternative investments, and other advanced wealth planning solutions. As always, our education comes first, and there’s never any obligation to work with us.

If you’re ready to stop collecting financial tips and start building a complete wealth system, you’re in the right place.

Topics you’ll regularly hear discussed include:

  • Canadian tax planning
  • Corporate wealth management
  • Wealth planning for incorporated business owners
  • Corporate-owned, high cash value participating whole life insurance (COLI)
  • The Smith Maneuver
  • Corporate investing
  • Passive income strategies
  • Adjusted Aggregate Investment Income (AAII)
  • Small Business Deduction (SBD)
  • Active income flywheels
  • Wealth reservoirs
  • Retirement planning
  • RRSP and RRIF strategies
  • Individual Pension Plans (IPP)
  • Personal Pension Plans (PPP)
  • Capital gains tax
  • Holding companies
  • Estate and legacy planning
  • Dividend investing
  • Covered Call ETFs
  • DIY and Index Investing
  • Private equity (PE)
  • Real estate investing
  • Financial independence, Retire Early (FIRE)
  • Business succession
  • Cash flow optimization
  • Tax-efficient investing
  • Canadian personal finance
  • Wealth preservation
  • Alternative investments
  • Leverage strategies
  • Financial education for entrepreneurs

If you enjoy podcasts like The Rational Reminder, The Wealthy Barber Podcast, Build Wealth Canada, The Canadian Investor, Afford Anything, ChooseFI, The Money Guy Show, BiggerPockets Money, Masters in Business, Financial Audit, More Money Podcast, or The Canadian Real Estate Investor, you’ll feel right at home here.

Canadian Wealth Secrets was formerly known as the Invested Teacher Podcast.

Canadian Wealth Secrets on YouTube Podcasts

Recent Podcast Episodes

Episode 54: How To Supercharge Your Emergency Fund

Episode 54: How To Supercharge Your Emergency Fund

Listen Now!Are you risking financial turmoil without an adequate emergency fund? In this episode, we're diving deep into the critical questions: How much should be in your emergency fund? Is your emergency fund matching expert recommendations? And are you optimizing...

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Episode 52: Looking at Mutual Funds Under the Microscope

Episode 52: Looking at Mutual Funds Under the Microscope

Listen Now!In this episode of the podcast, Jon Orr and Kyle Pearce dig into the pros and cons of investing in managed mutual funds versus their benchmark index funds. Despite the common messaging in the media surrounding the high management fees and the inability for...

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Episode 49: Should I Invest In a RRSP or TFSA? 

Episode 49: Should I Invest In a RRSP or TFSA? 

Listen Now!In this episode of the Canadian Wealth Secrets Podcast, we delve into the weeds to discuss which government tax incentivized investment vehicle in Canada will best serve our Invested Student audience: the Tax-Free Savings Account (TFSA) or the Registered...

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Episode 48: Is $100,000 Enough For A Comfortable Life?

Episode 48: Is $100,000 Enough For A Comfortable Life?

Listen Now!In this week’s podcast episode, we explore essential concepts that challenge the way we perceive wealth and financial planning. The first big idea revolves around the evolving nature of money's value over the past three decades, highlighting how traditional...

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Episode 47: Stop Saying You’re Not Ready Yet

Episode 47: Stop Saying You’re Not Ready Yet

Listen Now!In this episode of the Canadian Wealth Secrets Podcast, we'll delve into the transformative journey of taking that crucial first step towards your financial and time freedom goals. Join us as we discuss why you're never "not ready" to get started on your...

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Episode 46: Do You Have Your Financial Plan Backwards?

Episode 46: Do You Have Your Financial Plan Backwards?

Listen Now!The Canadian Wealth Secrets Team is back with another podcast episode where we delve into the critical aspects of building a solid financial plan that serves as the foundation for successful investing. Many people find themselves hesitant to start their...

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Episode 43: Momentum Hacks: Turbocharge Your Progress

Episode 43: Momentum Hacks: Turbocharge Your Progress

Listen Now!In our latest podcast episode, we dive deep into the transformative concept of the Flywheel Effect—a principle that holds immense power not only in business but in every aspect of life. Join us as we explore how the Flywheel Effect can help you generate...

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Episode 42: Canadian Wealth Secrets Deals Update

Episode 42: Canadian Wealth Secrets Deals Update

Listen Now!In our latest episode, Jon Orr and Kyle Pearce take some time to discuss some of what wealth building and investment opportunities have been keeping them busy.  Tune in to hear our journey to expand your investment horizons and refine your decision-making...

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Episode 37: How to Find the Funds For Your Financial Future

Episode 37: How to Find the Funds For Your Financial Future

Listen Now!Welcome to a transformative episode of the Canadian Wealth Secrets Podcast, where we delve into the realm of financial planning and empowerment. Join us as we uncover invaluable insights to guide you on the journey of finding the funds you need to secure...

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Episode 36: Does 90% of Success Come From Just Showing Up?

Episode 36: Does 90% of Success Come From Just Showing Up?

Listen Now!In this episode we dive into the heart of personal development and wealth building. Join us as we uncover key insights that empower you to take your journey towards prosperity to the next level. Kyle, Jon, and Matt dissect Woody Allen’s quote: “90% of...

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