In our latest episode, Jon Orr and Kyle Pearce take some time to discuss some of what wealth building and investment opportunities have been keeping them busy. 

Tune in to hear our journey to expand your investment horizons and refine your decision-making skills. Explore an intriguing concept shared by Kyle for those who hold shares of private corporations and discover the art of recognizing when to put a deal in the "too hard bin." We provide insights into understanding your margin of safety and why what's a good investment for one person might not be the same for another. Lastly, we emphasize the importance of pausing to reflect on your investment commitments, aligning your investments with your values and objectives. 

What you’ll learn: 

• Why you need to explore the value of tax minimization strategies for your corporation; 
• How do you know when to put a deal in the “too hard bin”? 
• How do you know how wide your margin of safety has to be?
• Why a good investment for one person might be a bad investment for another;
• Why you should pause to remind yourself of what you’re willing to invest - money, time, and effort - into an investment;

Resources: 

• JM Solution - Our fantastic contractor, Jay Maguire
• The Vintage Grapes Houseboats
• The Invested Teacher Wealth Building Booklist 
• The Real Group Windsor Real Estate Team
• Invested Teacher Ontario Mortgages
• Invested Teacher Wealth Planning
• Download our Wealth Building Blueprint

Interested in Joint Venture Opportunities?

For those interested in being considered for potential Joint Venture (JV) opportunities, reach out to us here.

Contact Matt if you’re Buying or Selling Real Estate in Windsor or Essex County!

Reach out to Jon if you’re looking for an Ontario Mortgage, Ontario Mortgage Refinance or a HELOC in Ontario.

Get in touch with Kyle to begin your journey through his Canadian Wealth Planning System.

Check out the work Jon and Kyle do assisting mathematics educators and district leaders.

Ready to connect? Text us your comment including your phone number for a response!

PE Gate is now offering accredited investors access to Project Rope: the acquisition of an established, cash-generative Canadian industrial business with more than 45 years of operating history.

PE Gate’s targets an annualized IRR above 25%, net of carried interest.

For the Offering Memorandum and full risk disclosure, visit pe-gate.com or email [email protected].

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.