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 we cover: Canadian tax planning Corporate wealth management Wealth planning for incorporated business owners Corporate-owned participating whole life insurance (COLI) The Smith Maneuver Corporate investing Passive income strategies Retirement planning RRSP and RRIF strategies Estate and legacy planning Dividend investing Income investing Covered Call ETFs Index investing Private equity (PE) Real estate investing Financial independence Retire Early (FIRE) Canadian personal finance Wealth preservation If you enjoy The Rational Reminder, The Wealthy Barber, Build Wealth Canada, The Canadian Investor, The Money Guy Show, BiggerPockets, or The Canadian Real Estate Investor, you'll feel right at home here.
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Contact path
Verified email
Booking probability
37%
Guest openness
Selective
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Signup to Generate a PitchWhat 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.
Recent episodes include "DIY vs. Managed Investing: What Smart High Net Worth Canadian Business Owners Do" (28 October 2026, 24 minutes), "I Have $1M in My Corporation and Still Don’t Know What to Do With It" (16 October 2026, 15 minutes), and "Why $3 Million in Retained Earnings Can Cost You Your Low Corporate Tax Rate" (14 October 2026, 11 minutes).
Canadian Wealth Secrets publishes roughly weekly, with episodes averaging 26 minutes.
Booking probability for Canadian Wealth Secrets is 37%, and the host is rated Selective on guests. Canadian Wealth Secrets requires a Pod Score of 80 or higher. Canadian Wealth Secrets's contact route on record: verified email.
The strongest fits for Canadian Wealth Secrets are Investing & Wealth Management. Canadian Wealth Secrets has a business audience.
Canadian Wealth Secrets is a business podcast.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #287
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Is avoiding advisor fees costing you more than the fees...
Episode #285
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if the biggest risk to your corporate cash is leaving...
Episode #284
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Could your “safe” GICs inside your corporation be quietly...
Episode #283
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if paying more tax is actually a sign that your wealth...
Episode #282
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if your biggest tax problem isn’t actually a tax...
Episode #281
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What should you actually do with $100,000 in retained...
Episode #280
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here You’ve built significant wealth across your corporation...
Episode #279
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Is a 10% investment return really a great return—or are you...
Episode #278
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you contributing the right amount to your RRSP—or could...
Episode #277
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here You’ve built real wealth—but how do you know your corporate...
Episode #276
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if the debt you think is “safe” is actually working...
Episode #275
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you a high-income T4 earner who feels financially...
Episode #274
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if you could own part of an established Canadian...
Episode #273
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you so focused on eliminating taxes that you’re...
Episode #271
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What do you do when your business is profitable on paper...
Episode #270
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Is the 4% rule giving you a false sense of security about...
Episode #269
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Many incorporated business owners believe they have only...
Episode #268
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Is saving 10% of your income really enough to create...
Episode #267
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are IPPs and PPPs actually the right next step for your...
Episode #266
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Is leverage really the risky part of wealth building — or...
Recent guests on Canadian Wealth Secrets. Study who booked and why before you pitch.
Sports Reclamation Project
Certified Executor Advisor and author, Unknown
Real Estate Agent, Personality, Public figure, Analyst, Podcast host of The Canadian Real Estate investor, The Canadian Real Estate Investor Podcast
Vice President of the Park City School District Board of Education, The Canadian Real Estate Investor Podcast
PitchCentric classifies Canadian Wealth Secrets under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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