Canadian Wealth Secrets

Protect Your Profits: Why Corporate Class ETFs Belong in Your Portfolio


Listen Later

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 unknowingly overpaying tax on your investments—just because of how they’re structured?

If you're a high-income Canadian or incorporated business owner, you already know how punishing taxes can be on your investment gains. Maybe you’ve maxed out your RRSP and TFSA leaving your remaining dollars are sitting in non-registered accounts or inside your corporation—exposed to annual taxes on dividends, interest, and capital gains.

Worse yet, every dollar of taxable income could push you into a higher bracket or chip away at your corporation’s access to the Small Business Deduction. Even with solid investment picks, your after-tax returns might be falling short because the structure itself is working against you.

In this episode, we highlight a smarter way to grow wealth without triggering taxes every year: corporate class ETFs. This isn’t about beating the market—it’s about keeping more of what you earn by choosing investment vehicles that defer taxation and minimize distributions. If you’re tired of paying tax on income you’re not even spending, and want more control over when the CRA gets paid, this episode is for you.

In this episode, you’ll learn:

  • What corporate class ETFs are and how they legally delay taxes—giving you more control over when you pay.
  • How they help incorporated business owners reduce passive income taxation and protect access to the Small Business Deduction.
  • Why they can outperform after-tax despite ultra-low MERs—and why they’re not the right fit if you’re using the Smith Maneuver.

If you’re investing through a corporation or holding a large non-registered portfolio, press play now to learn how corporate class ETFs could become your most tax-efficient investing edge.

Discover which phase of wealth creation you are in. Take our quick assessment and you’ll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.

Canadian Wealth Secrets Show Notes Page:

Consider reaching out to Kyle

  • …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 cordporate passive income taxes at greater than 50%; or,
  • …wondering whether your cur

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

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.

...more
View all episodesView all episodes
Download on the App Store

Canadian Wealth SecretsBy Kyle Pearce, Jon Orr

  • 5
  • 5
  • 5
  • 5
  • 5

5

21 ratings


More shows like Canadian Wealth Secrets

View all
Michael Campbell's Money Talks by HPC Inc.

Michael Campbell's Money Talks

80 Listeners

Build Wealth Canada Podcast by Kornel Szrejber: Investor

Build Wealth Canada Podcast

11 Listeners

Debt Free in 30 by Doug Hoyes

Debt Free in 30

70 Listeners

More Money Podcast by Jessica Moorhouse

More Money Podcast

117 Listeners

The Dividend Guy Blog Podcast by Dividend Guy

The Dividend Guy Blog Podcast

63 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

442 Listeners

The Canadian Investor by Braden Dennis & Simon Belanger

The Canadian Investor

82 Listeners

The Peak Daily by The Peak / Curiouscast

The Peak Daily

11 Listeners

The Loonie Hour by Steve Saretsky

The Loonie Hour

11 Listeners

The Canadian Real Estate Investor by Daniel Foch & Nick Hill

The Canadian Real Estate Investor

31 Listeners

Long Term Investing - With Baskin Wealth Management by Barry Schwartz

Long Term Investing - With Baskin Wealth Management

6 Listeners

Angry Mortgage by Ron Butler

Angry Mortgage

8 Listeners

TLDR by Devin Friedman, Sarah Rieger, Matthew Karasz

TLDR

33 Listeners

The Wealthy Barber Podcast by The Wealthy Barber Inc.

The Wealthy Barber Podcast

36 Listeners

In the Money with Amber Kanwar by Amber Kanwar

In the Money with Amber Kanwar

11 Listeners