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Are you sitting on piles of retained earnings but still unsure how to actually put your money to work as a business owner?

So many incorporated business owners believe they’re “well invested,” only to discover most of their wealth is sitting idle in corporate accounts — untouched because of uncertainty, fear of volatility, or analysis paralysis. This episode unpacks the real reason business owners think they’re invested when they’re not, why this misunderstanding creates missed opportunities year after year, and how over-focusing on finding the “perfect” investment stalls real progress. You’ll hear what 400+ conversations with business owners revealed about risk, liquidity, and the mental blocks that keep money on the sidelines instead of building long-term freedom.

You’ll learn:

• Why your perceived investment risk profile often doesn’t match your actual asset allocation — and how to fix it
• A simple framework for deciding how much cash to keep liquid versus how much to put into diversified, productive assets
• The small, consistent steps that reliably move retained earnings into growth without overwhelming complexity or added stress

Press play to learn the most important wealth-building lesson business owners need before stepping into 2026.

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 corporate passive income taxes at greater than 50%; or,
• …wondering whether your current corporate wealth management strategy is optimal for your specific situation.

Canadian business owners looking to build long-term wealth in 2025 face unique financial planning challenges, from managing cash flow and overcoming analysis paralysis to balancing investment strategies across multiple financial buckets. A strong Canadian wealth plan brings together diversification, risk management, and tax-efficient investing to support financial freedom in Canada—whet

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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.