32% of Canadians are approaching retirement with no savings. 

Is your retirement strategy safeguarded for the future? 

Will your investment portfolio hold up? 

Could you aim for higher rewards while minimizing risk? 

As more Canadians face the uncertainty of retirement without traditional defined benefit pension plans, understanding your options is crucial to secure a comfortable future. As a real estate investor, small business owner, or entrepreneur, safeguarding your assets into the future is top of mind (or should be). This episode looks at how to protect your hard earned assets while at the same time giving you investment growth opportunities that can dramatically increase your chances of that Canadian retirement you envision. 

What you’ll learn: 

1. Learn to create your own pension plan through strategic investment choices, understanding the balance between risk and reward.
2. Discover how to use permanent life insurance in the form of participating whole life policies not just as a safety net, but as an active financial tool that offers stability and growth potential through leverage.
3. Gain insights into managing investment risks and structuring your portfolio to ensure long-term growth and security - even during market downturns - to ensure that your retirement fund never dries up.

Listen to this episode now to start building a retirement plan that not only secures your future but also maximizes your financial potential today!

Resources: 

• Episode 63: Create Your Own Canadian Pension Plan So Good That Ontario Teachers’ Pension Plan (OTPP) Members Will Be Jealous!
• Episode 57: Canadian Wealth Strategies for Your Safe, Fixed Income Investments Beyond GICs and Bonds
• Retirement ‘becoming unaffordable’ for many Canadians. What can they do?
• Dig into our Ultimate Investment Book List
• Book a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey!
• Follow/Connect with us on social media for daily posts and conversations about business, finance, and investment on LinkedIn, Instagram, Facebook [Kyle’s Profile, Our Business Page], TikTok and TwitterX.  
• Looking for a new mortgage, renewal, refinance, or HELOC? Reach out to Jon to share some options.

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.