Guiding Your Canadian Wealth Building Journey
Blog Posts
Episode 124: Turning Corporate Cash into Opportunity: A Safe Strategy for Business Owners | FAQ Permanent Life Insurance
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you worried about watching your corporation’s hard-earned savings shrink under heavy taxes, yet hesitant about taking big investment risks? Many business owners struggle to...
Episode 123: Building a Safety Net For Your Aggressive Stock Portfolio | Early Retirement FAQ
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you ready to discover a proven way to create consistent, reliable income without sacrificing your appetite for growth? If you’ve been juggling high-growth investments like...
Episode 122: How to Protect Your Retirement Income During Market Downturns: The Math Behind Early Retirement Part 4
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! What if there was a proven strategy to protect your retirement savings from market downturns and maximize the income you can withdraw? In this episode, we address one of the most...
Episode 121: Navigating US and Canadian Tax Systems For Canadian Investors| Money Insights
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you curious about how high-income individuals can leverage investment optimization tools to build lasting wealth, even in complex tax environments? In today's intricate...
Episode 120: Three (3) Cash Wedges To Boost Your Annual Income During Retirement: The Math Behind Early Retirement Part 3
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! What if you could retire years earlier than planned—without sacrificing financial security or peace of mind? Planning for early retirement is a dream for many Canadians, but the...
Episode 119: How Sequence of Returns Can Balloon or Bust Your Financial Plan: The Math Behind Early Retirement Part 2
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you relying on average annualized rates of return to plan your Canadian financial freedom and retirement future? Discover why that strategy might be putting your wealth at...
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...