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 270: The AI Bubble Just Broke Your Retirement Plan

Episode 270: The AI Bubble Just Broke Your Retirement Plan

Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Is the 4% rule giving you a false sense of security about your retirement plan? The 4% rule is one of the most popular shortcuts in retirement planning, but it was never meant to...

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Episode 248: Stop Taking Dividends (Until You Hear This)

Episode 248: Stop Taking Dividends (Until You Hear This)

Listen here on our website:Or jump to this episode on your favourite platform:Watch Now!Are dividends really the smartest way to pay yourself from your corporation—or could they be quietly costing you more over time? If you’re an incorporated Canadian business owner,...

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Episode 235: Is the 4% Rule Failing Canadian Retirees?

Episode 235: Is the 4% Rule Failing Canadian Retirees?

Listen here on our website:Or jump to this episode on your favourite platform:Watch Now!Is the 4% rule still a reliable path to financial freedom in Canada—or is it holding your retirement plan back? You’ve heard it a hundred times: save 25x your annual expenses and...

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Episode 223: Our Holiday Message To You!

Episode 223: Our Holiday Message To You!

Listen here on our website:Or jump to this episode on your favourite platform:Watch Now!Do you ever feel like you should be further ahead financially — even though you’ve been doing everything “right”? As the year winds down, this episode speaks directly to Canadian...

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Episode 221: The Biggest Wealth Lessons for 2026

Episode 221: The Biggest Wealth Lessons for 2026

Listen here on our website:Or jump to this episode on your favourite platform:Watch Now!Are you sitting on piles of retained earnings but still unsure how to actually put your money to work as a business owner? So many incorporated business owners believe they’re...

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