All Episodes
Canadian Wealth Secrets — 276 episodes
Ultimate RRSP / RRIF Meltdown Strategies to Pay Zero Tax in Canada
Let Passive Income Stay Passive. Your Retirement Plan Will Thank You
The 5 Investor Personality Types That Determine Your Financial Success in 2026
The Smarter Way to Fund Retirement: The Income Factory Strategy
They Built a Successful Business. Then Their Income Dropped – Here’s the System They Were Missing
From Retained Earnings to Tax-Free Cashflow: A Smarter Corporate Wealth Strategy
Financial Freedom Reverse Engineering: A Guide For Canadians
A Smarter Way to Use Retained Earnings Without Triggering a Huge Tax Bill
The Micro Habit That Can Build Wealth for Years You Need To Hear
He Wanted to Retire at 55… But His Business Wouldn’t Let Him
DIY Investing vs. Financial Advisor: What’s Really Costing You More?
Fixing a $7M Canadian Retirement Plan Gone Wrong
How to Handle Stock Market Drawdowns Without Ruining Your Retirement Plan
What ‘The Psychology of Money’ Gets Wrong About Portfolio Diversification
Stop Taking Dividends (Until You Hear This)
Asset Rich but Cash Poor: Why Real Estate Alone Won’t Fund Your Retirement in Canada
Investing in Real Estate Before Corporate Owned Life Insurance? The Mistake Business Owners Make
Kevin O’Leary Says You Need $5 Million in Cash For Retirement. Is This Actually Smart in 2026?
Can Your RRSP Be Too Big? (High Income Earners in Canada Beware)
Emergency Fund vs HELOC: How Much Liquidity Should You Keep?
Should You Retire With a Mortgage in Canada? The Truth About Debt, Tax Strategy & Financial Freedom
How To Reduce Tax on RRSPs, Capital Gains, and Corporate Retained Earnings for Financial Planning
Index Fund Investing: Growth Strategy or Income Strategy?
Should You Buy, Finance or Lease Your Next Vehicle? How To Think Strategically About Debt
How to Pay ZERO Taxes on Your RRSP / RRIF Withdrawals
Cash Damming Explained: The ‘Older Sibling’ of the Smith Maneuver for Business Owners
Financial Advice Mistakes To Avoid To Protect Your Net Worth & Estate
Is the 4% Rule Failing Canadian Retirees?
Retained Earnings Are Growing—So Why Does It Still Feel Uncomfortable? A Canadian Business Owner Case Study
Salary vs. Dividends: How to Choose the Right Mix for Long-Term Wealth in Canada
This Retirement Plan is Built On Hope. Is Yours? A Canadian Case Study
Stop Letting Your Emotions Sabotage Your Financial Freedom
Should I Invest Personally or Corporately to Optimize Tax in 2026?
Mortgage Renewal, Refinance, Payoff? Your Guide for Mortgages in 2026
How We Help Business Owners Build Tax-Efficient Wealth | A Peek Into Canadian Wealth Secrets
Why Leaving Canada Will Not Solve Your High Tax Problems | Canadian Business Owners
How to Escape the Four Money Traps Holding Your Wealth Back
The 3 RRSP Meltdown Strategies Every Canadian Business Owner Should Know
Our Holiday Message To You!
How to Create Tax Free Passive Income With Your Retained Earnings
The Biggest Wealth Lessons for 2026
Three Mistakes Business Owners & Investors Make During December - While Striving For Financial Freedom
What If My Leveraged Investment Tanks? How to Build a Wealth Reservoir That Survives Volatility
The 3-Tier Liquidity System Every Canadian Needs to Build Wealth
Why “Buy Term and Invest the Difference” Fails High-Net Worth Canadians
The Capital Gains Time Bomb: Why Waiting Could Cost You Millions
Your Will Isn’t Enough: The Overlooked Gaps Putting Your Wealth at Risk
How Much Do Canadian Business Owners Really Need To Retire?
A Warning on These Two Popular Wealth Building Books
Your 60/40 Investment Portfolio Is Not Actually 60/40. A Canadian Business Owner Case Study
How To Legally Pay Less Tax as a Canadian Business Owner
How to Build Your Own Pension as a Canadian Business Owner
My Money’s Stuck in My Corporation — How Do I Actually Use It Tax Efficiently?
How This Canadian Business Owner Turned Idle Cash into Opportunity Capital
The Wealth Secret 92% of Canadian Business Owners Miss: A Joint CWS, PE Gate, Gauvreau Tax & Law Advisory Mastermind
Why Moving Abroad Could Cost You Six Figures in Exit Taxes
The Ultimate Canadian Guide To The Smith Maneuver
The Pass-Through Structure: How to Grow Corporate Wealth in Canada
The 3 Lessons Every Canadian Business Owner Needs to Build Wealth Inside Their Corporation
I’m Earning Six Figures… So Why Don’t I Feel Wealthy?
Smart Exit Planning: Protecting Your Wealth and Legacy With Karl Sigerist
Holding Company Hype: What You’re Not Being Told
How Whole Life Policies Unlock Liquidity and Growth for Business Owners
Wealth Analysis Paralysis: When Too Many Wealth Options Hold You Back
Is Manulife One a Wealth Shortcut—or a Debt Trap?
The Playbook for Balancing Taxes, Retained Earnings, and Passive Income in Canada
How to Decide When (and When Not) to Use Leverage To Build Wealth in Canada
Maximizing Your Net Worth With Strategic Salary, Dividends, and Investments
How Corporate Structure Can Unlock Flexibility and Tax Efficiency in Canada
Canadian Retirement Wealth Without Clarity: The Silent Stress No One Talks About
The Costly Mistake Canadian Real Estate Investors Make With Their
Turning Idle Cash into a Wealth Engine with Infinite Banking
The Smith Maneuver–Style Strategy for Incorporated Business Owners
The Smarter Way to Build an Emergency Fund (That Actually Grows)
Six Figures in Canada? Here’s Why It Still Feels Tight
Protect Your Profits: Why Corporate Class ETFs Belong in Your Portfolio
You’ve Hit Your Financial Freedom Number… Now What?
The Smart Way to Unlock Your Canadian HoldCo’s Cash with Private Equity
Are You Optimizing Too Soon? The Retirement Planning Mistake Most Canadians Make
Smith Manoeuvre, RRSPs, HELOCs, and Spousal Income: Where Many Canadians Get Wealth Structuring Wrong
Why Most Canadian Business Owners Will Never Sell for Millions
From Mortgage-Free to Triplex: A Canadian Playbook for Smart Leverage
Two Smart Strategies to Unlock Family Wealth—Without Triggering Conflict
A Canadian Business Owner Retirement Plan: Corporate Cash + RRSP Strategies for Financial Freedom Seekers
Design a Risk System That Protects Your Retirement & Financial Freedom (No Perfection Required)
Optimize Your Wealth Reservoir: The Smart Way to Balance Age and Funding with a Whole Life Insurance Policy
How Achieving Financial Freedom & Retirement is Dependent On A Team & Pathway: The Power of Financial Partnerships
The Costly Mistake Canadian Business Owners Make With Dividends and Payroll
How an Ontario Business Owner Secured a $750K Asset—Without Losing Access to Liquidity
Is Your Retirement Plan Tax-Inefficient? Mistakes Even Smart Canadian Business Owners Make | A Case Study
You Can’t Sell Chaos: The #1 Mistake Killing Your Canadian Financial, Retirement, and Business Plans
Why Net Worth Alone Won’t Get You to Financial Freedom in Canada
House Hacking in Canada: Genius Strategy or Hidden Tax Trap?
The Hidden Tax Traps of Scaling Real Estate and Day Trading Without a Plan
Canadian Real Estate Investing with Other People’s Money (OPM): Myth vs. Reality
4 Financial Milestones to Ensure Your Early Retirement Strategy Works — Are You on Track?
How to Start Your Canadian Real Estate Investing Journey Without Fear or Failure
Phased Selling: The Smarter Way to Shift Family Wealth | Canadian Investment Portfolios
The Hidden Bias Costing Canadian Investors Thousands
23 Years Old & Already Thinking Like A Millionaire: A Canadian Business Owner Case Study
When Easy Leverage Beats Complex Strategies - A Canadian Business Owner Case Study
The Hidden Cost of Your Financial Plan: The Gap Between Expectation & Reality
Navigating Big Market Drawdowns: Strategies for Canadian Investors
When to Fund the RRSP Over Using the Smith Maneuver - A Blueprint for Canadian Business Owners
Think You're Diversified? The Risk Hiding in Your Canadian Portfolio
How Fast Can I Access Leverage? Utilizing The Cash Value From Whole Life Insurance
The Hidden Cost of Passive Income (And How to Fix It): A Canadian Business Owner Case Study
When NOT to Do The Smith Maneuver - A Case Study Exposing a Common Tax Trap
Navigating Canadian Real Estate with Investors Nick Hill and Daniel Foch
The Million Dollar Mistake Most Canadians Are Making Part 3 | Smith Maneuver Edition
The Million Dollar Mistake Most Canadians Are Making Part 2 | Pay Off Your Mortgage? A Case Study
How Much Kevin O'Leary Says You Need to Retire — And What Would He Invest In?
Why More Learning Won't Grow Your Wealth (And What To Do Instead for Financial Freedom)
The Safest Retirement Plan in Canada? A Zero-Risk Solution To Cover 100% of Your Lifestyle Needs (And Leave Millions to Your Estate)
Hope Is Not A Financial Retirement Strategy: The Silent Threat Limiting Your Portfolio’s Growth
How To Reset Your Financial Plan and Know When it’s Time For A Change
How Much Doubt Will Cost You In Retirement?
Don’t Get Tricked Into This Common Canadian Wealth Building Misstep
The Real Reason Most Millionaires Stay Rich (It’s NOT What You Think!)
How to Turn Your Fixed Income Assets Into a Tax Efficient Canadian Wealth Building Machine
Why This Asset is the Core of Safe and Flexible Wealth Building Strategies
Your Financial Goals Are Lying to You… Here’s Why
The Dividend Investing Myth That Might Be Costing You More Than You Think
Keep, Sell, or Leverage: Why Keeping Your Home as a Canadian Rental Property May or May Not Be The Best Move!
Double Your Investment Dollar: A Smith Maneuver-Like Strategy for Growth, Deductions, and Legacy - Part 2 - Corporate Edition
A Costly Canadian Retirement Planning Myth & How To Avoid It
Double Your Investment Dollar: A Smith Maneuver-Like Strategy for Growth, Deductions, and Legacy - Part 1
What Happens to Your Single Stock Portfolio When Market Volatility Sets In - How Nividia’s (NVDA) 12% Drop Impacts Your Portfolio
Canadian Business Succession Planning: What You Need To Know!
The Four Phases of Wealth: Where Are You Stuck?
Dividends vs. Salary—Which One’s Secretly Draining Your Wealth?
The Millionaire’s Secret to Investing: Why Successful Canadian Investors Use ETFs Over Stock-Picking
Are You Saving/Investing Enough? How To Plan For Your Ideal Canadian Retirement Income
How I Made $616 in 5 Minutes (And You Can, Too) - A Covered Call Options Case Study
Expecting Unpredictability: The Secret To Your Million Dollar Canadian Portfolio Growth
RRSP & TFSA Maxed Out? Next Step Strategies For High Income Earners
Options Trading: Use This Safe Covered Call Options Strategy To Grow Your Canadian Portfolio
Turning Corporate Cash into Opportunities: A Safe Strategy for Business Owners | FAQ Passthrough Structure
Building a Safety Net For Your Aggressive Stock Portfolio | Early Retirement FAQ
How to Protect Your Retirement Income During Market Downturns: The Math Behind Early Retirement Part 4
Navigating US and Canadian Tax Systems For Canadian Investors| Money Insights
Three (3) Cash Wedges To Boost Your Annual Income During Retirement: The Math Behind Early Retirement Part 3
How Sequence of Returns Can Balloon or Bust Your Financial Plan: The Math Behind Early Retirement Part 2
Why Time Is Your Biggest Ally (or Enemy): The Math Behind Early Retirement Part 1
Stock Trading in Corporations: The Tax Landmine You Need to Avoid
Why a Whole Life Insurance Policy Is The Right Tool For A Canadian Corporate Passthrough Structure - A FAQ Session
How Smart Canadian Business Owners Make $1 Million Feel Like $2 Million | Minimize Taxes
Beyond RRSPs: How One Family Turned $6000/year into a Lifetime Renewable Asset
Why Building Wealth Feels So Hard—and the Secret to Making It Easier
Turning $2.8M Net Worth Into a Money Making Machine That Will Grow Forever | Canadian Financial Planning Case Study
The Canadian Investing Secret to Creating Wealth Out of Thin Air (No, It’s Not Magic!)
Unlock the Power of Retained Earnings: Tax Strategies for Business Owners and Wealth Builders
How To Supercharge your RRSP: A Tax Guide for Canadian Entrepreneurs
How This Canadian Business Owner Unlocked $3 Million in “Hidden” Wealth – Without Spending a Penny More
Cash Damming vs. Smith Maneuver For Canadian Investors
Avoid Throwing $90K Down The Drain In This Canadian Passive Income Trap [Secret Sauce Ep21]
Why RRSPs Are Right For Only Some Canadian Business Owners
Why Your Car Loan Is Draining Your Canadian Wealth (And How to Fix It) [Secret Sauce Ep20]
Why Strategic Leverage Wins: Logic Over Emotion To Maximize Canadian Investments
The Million Dollar Mistake Most Canadians Are Making [Secret Sauce Ep19]
The Waterfall Method: Transfer Wealth, Minimize Canadian Taxes, and Build a Legacy
Why Canadian Interest Rates Don’t Matter If You Have Assets | Canadian Investment
Why The CRA is the Joint Venture Partner You Never Asked For and How To Plan For It
Why Your Holding Company Will Be Double-Taxed in Canada (And How to Fix It)
Why You Shouldn’t Pay Off Your Canadian Mortgage (what you should do instead)
Should You Refinance Your Canadian Investment Properties to Pay Down Your Primary Home Mortgage? | Passive Income
Two Barriers Preventing You From Reaching Financial Independence Here In Canada | FIRE
Find Your Comfort Number to Get Started and Factors Impacting Cash Value Growth of a Whole Life Policy
Incorporating Your Company in Canada: 5 Questions That You Need To Consider
The Canadian Wealth Dilemma: Pay Off Debt or Save on Taxes?
Do You Have a Retirement Plan or Retirement Prayer? Achieving Canadian Financial Independence
The Canadian Passive Income Tax Trap: The Problem Every Successful Incorporated Business Owner Has and How to Solve It [Secret Sauce Ep13]
What Future You Wishes You Knew Right Now - Important Moves for Canadian Financial Independence (FIRE)
When It Doesn't Make Sense for a Canadian Small Business Owner to Invest in RRSPs [Secret Sauce Ep12]
Misconceptions with The Smith Maneuver: What You Need To Know For Tax Strategy in Canada
What Does The Insurance Company Do with my Whole Life Policy Premiums?
3 Reasons The Wealthy in Canada Avoid Paying Down Debt
Why Canadian Small Business Owners Need To Re-Consider How You Are Using Your Capital Dividend Account
Why the Capital Gains Tax Increase in Canada Isn’t Your Biggest Tax Problem
What Should A Good Financial Advisor Charge To Manage My Canadian Investment Portfolio?
The Smith Maneuver Explained: A Case Study On Innovative Canadian Investment & Tax Strategies
Solving Your Canadian Small Business Retained Earnings Tax Problem | Corporate Tax Strategies
Who SHOULDN'T Buy A Permanent Life Insurance Policy in Canada
Your Canadian Portfolio Rate of Return Reality Check [Secret Sauce Ep7]
Real Estate Investment Strategies for Canadian Entrepreneurs from Experts in the Toronto Real Estate Market
RRSP Investment Options and Alternatives For Business Owners [Secret Sauce Ep6]
Jailbreak Your Retained Earnings and Minimize Expenses Related to Income Tax & Capital Gains Inclusion Rate Hikes
Is Your Old Whole Life Insurance Policy Still Worth It? [Secret Sauce Ep5]
Passive Income Investing Through Real Estate: Are You Building a Real Estate Investment Portfolio or Real Estate Business?
Volume Negates Luck: Hot Take On Alex Hormozi’s Favourite Business Phrase [Secret Sauce Ep4]
From $1,000 to $10 Million: A Canadian Real Estate Journey From 60-Hour Work Weeks to True Time Freedom
Are Your Investment Priorities Out of Whack? Time for an Adjustment? [Secret Sauce Ep3]
The Smith Maneuver in a High-Rate Era: Maximizing Canadian Income Tax Deductions
Finding The Best Rate of Return May Be Holding You Back To Creating Wealth [Secret Sauce Ep2]
Should Canadians Invest In the US? The Pros and Cons of Investing in the United States Economy
Are You On the Right Path for Financial Independence, Retire Early (FIRE)? [Secret Sauce Ep1]
Unlocking Income Tax Secrets: Transforming Equipment Purchases Into Tax Deductions and Tax-Free Income
Your Net Worth Really Isn’t Your Real Net Worth: How to Create a Wealth Management Strategy and Estate Plan That Works
Retirement Plan Reimagined: Canadian Strategies for Maximizing Your Golden Years
From Business Burnout to True Traction: An Entrepreneurial Roadmap for Scaling Your Greatest Investment
Crossing the Corporate Veil: Tax Planning For Canadian Business Owners
The Truth About “Infinite Banking” or “Bank On Yourself”: Is It Too Good To Be True?
The Accountant Entrepreneurs and Business Owners Have Been Searching For: An Interview with Bob Gauvreau
How to Grow Your Net Worth While Strengthening Your Financial Foundation
How to Get a Free Lottery Ticket & Financial Security Blanket: A Deep Dive Into Critical Illness Insurance
Overcoming Your Entrepreneurial Impostor Syndrome, Self-Doubt and Negative Thinking
Secrets to Selecting Your Financial Advisory Team For More Wealth and Less Income Tax
Should I Always Contribute To My RRSP To Minimize Income Tax?
Diversifying Your Entrepreneurial & Investing Experience On Your Wealth Building Journey With Raj Loganathan
Salary or Dividends? How Should I Pay Myself To Minimize My Tax Burden?
Maximize Capital Flexibility & Minimize Income Tax When Designing Your Wealth Building Strategy Inside Your Canadian Corporation
Become a Lazy Canadian Millionaire Investor. Learning Passive Income Secrets from Jim Chuong.
Create Your Own Canadian Pension Plan So Good That Ontario Teachers’ Pension Plan (OTPP) Members Will Be Jealous!
Niche Down on Nicheing: Strategies for Sustainable Success For Canadian Investors & Entrepreneurs
How To Choose The Right Kind Of Life Insurance for Canadian Entrepreneurs
How to be a Canadian Real Estate Entrepreneur - An Interview with Elizabeth Kelly
Variable Rate or Fixed Rate? Which Option Is Your Best Investment In The Canadian Housing Market?
“THE” Canadian Investment Strategy PROVEN to Build Generational Wealth
Canadian Wealth Strategies for Your Safe, Fixed Income Investments Beyond GICs and Bonds
How To Build Your Wealth While…Financing a Vehicle
Entrepreneurship, Property Investing, and Mindset with Rene Masse
How To Supercharge Your Emergency Fund
Stock Player or Spectator: Which Stock Market Investment Strategy Should You Be Using?
Looking at Mutual Funds Under the Microscope
Why Buy-Sell Agreements Don’t Work - And What To Do About It
💬 Be Seen 👁🗨 To Get The Green 💸 - An Interview With Dave Dubeau
Should I Invest In a RRSP or TFSA?
Is $100,000 Enough For A Comfortable Life?
Stop Saying You’re Not Ready Yet
Do You Have Your Financial Plan Backwards?
Why Going 10x Is Easier Than 2x
Saving Taxes and Accelerating Your Investments with The Smith Maneuver
Momentum Hacks: Turbocharge Your Progress
Invested Teacher Deals Update
What Are You Waiting For? Why Excuses Keep You Stuck In a State of Inaction
How to Work With Your Instincts and Not Against Them
Investing Complexity: How Passive or Active Is Your Investing Style?
Clarifying Your Life’s Why So You Can Achieve Your Dream Lifestyle
How to Find the Funds For Your Financial Future
Does 90% of Success Come From Just Showing Up?
Your Investment Advisor’s Definition of Risk Is Wrong!
Building 'Life' Wealth: Balancing Experiences and Financial Growth with Canadian Idol & Real Estate Investor Ryan Malcolm
From Striver to Success: Income Generation Strategies for Wealth Growth
To Buy or Not to Buy: A Live Property Analysis
Who's Your Guide Along Your Hero's Journey?
The ONLY Skill You Need to Become Successful (It’s Not What You Think!)
Is Your Big Bank Investment Strategy Paying Off?
Rent-to-Own Revealed: Unravelling the Mechanics and Benefits of this Unique Real Estate Strategy
Designing Win-Win Investment Deals using the 90-10 Rule
Should I Optimize Deals For Cash Flow or Appreciation?
Why Inflation Is a Real Estate Investor's Best Friend
Setbacks to Success: Mastering the Art of Productive Real Estate Investing
The Stock Market Versus The Housing Market: Where’s the Win?
Financial Planning for Early Retirement: Are You Ready to Quit Your Job?
Four (4) Ways To Fund Your Child’s Post Secondary Education
The Magical Money Machine That Turns $16k Into $21k Safely
Being Creative to Create Wealth [Part 2]
Being Creative to Create Wealth [Part 1]
You Paid Off Your Mortgage? Now What?
Analyze An 11-Unit Multi-Family Property With Us
No Flipping Way! - The Case Against Flipping in Real Estate
Crunching The Numbers For Retirement: How Much Do I Need To Retire?
What’s Your Retirement Going to Look Like?
Who Should Be On Your Team? Hurdles to Buying Real Estate Investment Property - Part 4
How To Analyze A Deal with Technicals: Hurdles To Real Estate Investing - Part 3
Fundamentals To Finding The Right Deal - Hurdles To Real Estate Investment - Part 2
Hurdles to Buying Real Estate Investment Property - Part 1
Helping Kids With Financial Literacy
Stocks, Side-Hustle, or Real-Estate?
The Three Silver Bullets of Real Estate Investing
Your Wealth Building Blueprint - Part 3
Your Wealth Building Blueprint - Part 2
Your Wealth Building Blueprint - Part 1
Why You Don’t Want To Pay Down Your Mortgage As Fast As You Can
Moving From Uninvested Towards Financial Freedom
Canadian Wealth Secrets Trailer