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 32: To Buy or Not to Buy: A Live Property Analysis

Episode 32: To Buy or Not to Buy: A Live Property Analysis

Listen Now!In this episode, we dive into the intricacies of a recent property that crossed our desks, sharing the journey of negotiating our way to an accepted offer. We provide a comprehensive overview of our process for efficiently finding and analyzing investment...

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Episode 31: Who’s Your Guide Along Your Hero’s Journey?

Episode 31: Who’s Your Guide Along Your Hero’s Journey?

Listen Now!Luke Skywalker, Harry Potter and even Marlin from Finding Nemo were all heroes in their respective stories, but they didn’t do it alone; each of them had a guide.  In today’s episode, we’ll discuss your role as the hero in your wealth building story and why...

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Episode 19: Being Creative to Create Wealth [Part 2]

Episode 19: Being Creative to Create Wealth [Part 2]

Listen Now!When you feel like you don’t have any wiggle room to start your wealth-building fund and you’re ready to throw in the towel on the dream of becoming financially free then you better listen up! In this episode Kyle and Jon introduce one of many creative...

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Episode 18: Being Creative to Create Wealth [Part 1]

Episode 18: Being Creative to Create Wealth [Part 1]

Listen Now!When you feel like you don’t have any wiggle room to start your wealth-building fund and you’re ready to throw in the towel on the dream of becoming financially free then you better listen up! In this episode Kyle and Jon introduce one of many creative...

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Episode 17: You Paid Off Your Mortgage? Now What?

Episode 17: You Paid Off Your Mortgage? Now What?

Listen Now!In this episode we explore a scenario in which Matt has the option of completely paying off the mortgage of his next personal residence.  He wonders aloud how best to approach having funds to invest with the financial peace of mind that comes with paying...

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Episode 16: Analyze An 11-Unit Multi-Family Property With Us

Episode 16: Analyze An 11-Unit Multi-Family Property With Us

Listen Now!How confident are you on running the numbers on a prospective deal? The more deals you analyze the better equipped you’ll be when the right deal comes along. Join Kyle and Jon in this episode as they review a deal that came across their desk for an 11-unit...

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Episode 13: What’s Your Retirement Going to Look Like?

Episode 13: What’s Your Retirement Going to Look Like?

Listen Now!In this episode Jon, Matt, and Kyle discuss various retirement projections and scenarios for people who have defined benefit pension plans, with set retirement dates and incomes.  They discuss some prompts for deeper thinking around what retirement might...

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Episode 8: Helping Kids With Financial Literacy

Episode 8: Helping Kids With Financial Literacy

Listen Now!In this episode Jon, Matt, and Kyle help you help your kids think about, earn, and use money that will put them on a pathway to build their own wealth.  Let’s unpack common mindsets about earning and spending money, practical systems to help your kids...

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Episode 5: Your Wealth Building Blueprint – Part 3

Episode 5: Your Wealth Building Blueprint – Part 3

Listen Now!Now that you’ve taken care of a plan to identify and fund your first investment on your journey to financial freedom, there is no doubt that you are going to want to get started faster than your pay yourself first strategy will currently allow.  In this...

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Episode 4: Your Wealth Building Blueprint – Part 2

Episode 4: Your Wealth Building Blueprint – Part 2

Listen Now!As you continue to understand your budget and systematically pay yourself first you should also be thinking about what that first investment will be. In this episode the guys share what asset classes you could be investing in and how you can get started...

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Episode 3: Your Wealth Building Blueprint – Part 1

Episode 3: Your Wealth Building Blueprint – Part 1

Listen Now!How do we start changing the trajectory of our financial future? Where will I get the money to start my investment portfolio? How can I make small changes in my life now that will result in huge gains in the future?  In this episode the Canadian Wealth...

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Episode 1: Moving From Uninvested Towards Financial Freedom

Episode 1: Moving From Uninvested Towards Financial Freedom

Listen Now!In this inaugural episode of the Canadian Wealth Secrets Podcast the hosts Jon, Kyle, and Matt discuss mindsets, beliefs, and goals of planning for their financial freedom.  Stick around and you’ll hear what you didn’t learn in school that you should have,...

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