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.
Recent Podcast Episodes
Episode 33: From Striver to Success: Income Generation Strategies for Wealth Growth
Listen Now!In our latest episode of the Canadian Wealth Secrets podcast, we delve into the transformative power of an entrepreneurial mindset and its profound impact on building wealth and achieving your investment goals. Join us as we explore the key strategies and...
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...
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...
Episode 30: The ONLY Skill You Need to Become Successful (It’s Not What You Think!)
Listen Now!Join us as we explore why effective employees are often natural salespeople and how their skills can be harnessed to elevate your own selling abilities. Learn why storytelling is a crucial skill for sales professionals and how it can help you forge stronger...
Episode 29: Is Your Big Bank Investment Strategy Paying Off?
Listen Now!As we cross the 6 month mark of the Canadian Wealth Secrets Podcast, we are starting to recognize that we have many Invested Students who are eager to diversify their investment nestegg across different asset classes like real estate, stock investing,...
Episode 28: Rent-to-Own Revealed: Unravelling the Mechanics and Benefits of this Unique Real Estate Strategy
Listen Now!In the latest episode of the Canadian Wealth Secrets podcast, we delve into the fascinating world of rent-to-own agreements, uncovering the strategies for turning past failures into valuable learning experiences. Join us as we explore the intricacies of...
Episode 27: Designing Win-Win Investment Deals using the 90-10 Rule
Listen Now!On today’s episode, the Canadian Wealth Secrets Team discusses how knowing your strengths and weaknesses as an investor can be a tool to avoid allowing greed to hold you back from opportunities to structure deals that promote strong partnerships where...
Episode 26: Should I Optimize Deals For Cash Flow or Appreciation?
Listen Now!Discover strategies for evolving your decision-making process, securing assets in high-interest rate environments, harnessing data to project future revenue, cultivating a wealth-building mindset, and finding the optimal mix of risk and returns. Join us as...
Episode 25: Why Inflation Is a Real Estate Investor’s Best Friend
Listen Now!Join us in this eye-opening episode as we explore the untapped potential of inflation in building wealth and combating debt. Uncover the hidden benefits of inflation and how it can magically shrink your debt burden over time. We'll delve into the concept of...
Episode 24: Setbacks to Success: Mastering the Art of Productive Real Estate Investing
Listen Now!In this episode, we delve into the world of real estate investing to address some common misconceptions and fears that hold people back from pursuing this lucrative opportunity. We tackle the notion of "regrets and mistakes" often associated with real...
Episode 23: The Stock Market Versus The Housing Market: Where’s the Win?
Listen Now!In our latest podcast episode, we delve deep into the fascinating topic of real estate and stock market investing, uncovering the key factors to consider when making investment decisions. Join us as we explore the following thought-provoking questions: The...
Episode 22: Financial Planning for Early Retirement: Are You Ready to Quit Your Job?
Listen Now!In this episode, we help answer the most common question that we’ve been asked by listeners, “How can I invest in real estate to help me leave my job or retire early?” We explore some big ideas around the emotional and logical sides of considering an early...
Episode 21: Four (4) Ways To Fund Your Child’s Post Secondary Education
Listen Now!Have you thought about the financial implications that your children are facing when it comes to post-secondary education? If you have, how confident are you in the strategy you’ve selected to help ease the financial burden of the opportunity post-secondary...
Episode 20: The Magical Money Machine That Turns $16k Into $21k Safely
Listen Now!Imagine being able to build a wealth generating machine that allows you to basically print money. Imagine if you could start building this machine passively and within just a handful of years, the machine begins turning $16,000 into 17,000, then a few years...
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...
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...
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...
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...
Episode 15: No Flipping Way! – The Case Against Flipping in Real Estate
Listen Now!While flipping is one of the most popularized and commonly discussed real estate investing strategies, it’s one that we actively avoid. In this episode, we share our experiences with past flips and some of the challenges and complications that make them...
Episode 14: Crunching The Numbers For Retirement: How Much Do I Need To Retire?
Listen Now!Now that we’ve taken some time in the last episode to discuss what your retirement is going to look like and even gave you some homework for what you might want to think about as you look down the road, we will dive deeper down the retirement rabbit hole to...
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...
Episode 12: Who Should Be On Your Team? Hurdles to Buying Real Estate Investment Property – Part 4
Listen Now!A common barrier that prevents investors from getting into real estate is thinking that they have to do everything themselves. If you think you have to find the right property, find the right financial backing, manage the books, and answer those midnight...
Episode 11: How To Analyze A Deal with Technicals: Hurdles To Real Estate Investing Part – 3
Listen Now!Choosing the right deal for buying an investment property can be a major hurdle for new and experienced investors, but it doesn't have to be. How do you analyze a property by the numbers so you can feel confident to either move forward or toss the deal...
Episode 10: Fundamentals To Finding The Right Deal: Hurdles To Real Estate Investing – Part 2
Listen Now!Let’s continue the conversation around the barriers to investing in real estate. After the last episode where we explored an overview of some hurdles including financial and financing considerations, we take a deep dive into the fundamentals that we explore...
Episode 9: Hurdles to Buying Real Estate Investment Property – Part 1
Listen Now!Let’s discuss the barriers to investing in real estate. All three of the hosts spent years thinking about, planning, and learning about real estate investing ever before they took the plunge. What were the barriers that prevented them from starting earlier?...
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...
Episode 6: The Three Silver Bullets of Real Estate Investing
Listen Now!Why do we choose real estate as our primary go-to investment source? How does real estate grow your wealth in three ways while other types of investments only grow in at most two ways? In this episode we highlight why appreciation is not the goal of the...
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...
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...
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...
Episode 2: Why You Don’t Want To Pay Down Your Mortgage As Fast As You Can
Listen Now!The hosts address this common idea or “teaching” that many people have been taught to believe: you should pay down your mortgage as fast as possible. Stick around and you’ll learn how you can best leverage the value of your home so you can build and...
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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