Canadian Wealth Secrets

Are Your Investment Priorities Out of Whack? Time for an Adjustment? [Secret Sauce Ep3]

Kyle Pearce, Jon Orr

Your priorities may be out of whack and you’re focusing on the wrong things. Discover how a simple shift in mindset could transform your approach to business, personal, and financial success and happiness here in Canada.


Many of us find ourselves living to work rather than working to live. This common problem can lead to burnout, stress, and a lack of fulfillment in both personal, professional, financial, and investment lives. By tuning into this Secret Sauce episode of Canadian Wealth Secrets, you'll gain insights into how to prioritize what matters so you can make sound financial and investment decisions.

Understanding and applying these principles can help you achieve a better work-life balance, ultimately leading to greater satisfaction and success. The episode shares practical steps and real-life experiences to help you reassess your priorities and align your goals, making your pathway to financial freedom and personal happiness much clearer.

  • How lessons on work-life balance can help you with your financial goals
  • Discover practical strategies to prioritize your goals over the methods, leading to more effective decision-making.
  • Gain clarity on aligning your financial and personal goals, making your journey to wealth and happiness more straightforward.


Listen to this eye-opening episode now to start prioritizing your life effectively and achieve true success and happiness.


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Calling All Canadian Incorporated Business Owners & Investors:

Consider reaching out to Kyle if you’ve been…

  • …taking a salary with a goal of stuffing RRSPs;
  • …investing inside your corporation without a passive income tax minimization strategy;
  • …letting a large sum of liquid assets sit in low interest earning savings accounts;
  • …investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,
  • …wondering whether your current corporate wealth management strategy is optimal for your specific situation.

By hopping on a discovery call with Kyle, he will review your specific personal and corporate financial situation in order to determine if there are some qu

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If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O’Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we’re confident you’ll enjoy Canadian Wealth Secrets too.

Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.