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Content provided by Kyle Pearce, Jon Orr, Kyle Pearce, and Jon Orr. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kyle Pearce, Jon Orr, Kyle Pearce, and Jon Orr or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Navigating Big Market Drawdowns: Strategies for Canadian Investors

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Manage episode 482734275 series 3430930
Content provided by Kyle Pearce, Jon Orr, Kyle Pearce, and Jon Orr. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kyle Pearce, Jon Orr, Kyle Pearce, and Jon Orr or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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 building your financial or investment portfolio just to watch it bleed during a downturn?

If recent market drawdowns and dips have you wondering whether your DIY strategy is holding up, you're not alone. Many investors are facing steep market drawdowns—some as high as 36%—and struggling to recover. This episode tackles a sobering truth: when your portfolio drops, the climb back up is steeper than you think. Jon Orr and Kyle Pearce break down why a “protect first, grow second” mindset could be the most important shift in your investing journey.

Here’s what you’ll walk away with:

  • A clearer understanding of how market drawdowns impact long-term growth—and why avoiding them matters more than you think.
  • The core elements of a rules-based system to manage risk like the pros, even if you're investing on your own.
    A side-by-side look at popular assets like the S&P 500 and Bitcoin, showing how trend tracking and volatility signals can guide smarter entry and exit decisions.

Press play now to learn how top investors manage risk and why that could be the missing piece in your wealth-building strategy.

Hit play now to get clear on how to optimize your financial strategy and make smarter moves for your personal and corporate wealth growth!

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.

Understanding drawdowns is critical for anyone serious about wealth building and financial independence. In today’s volatile stock market, a strong rules-based system can help investors—especially business owners and DIY planners—prioritize risk management over blind growth. This episode explores how smart diversification, trend trac

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.

  continue reading

177 episodes

Artwork
iconShare
 
Manage episode 482734275 series 3430930
Content provided by Kyle Pearce, Jon Orr, Kyle Pearce, and Jon Orr. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kyle Pearce, Jon Orr, Kyle Pearce, and Jon Orr or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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 building your financial or investment portfolio just to watch it bleed during a downturn?

If recent market drawdowns and dips have you wondering whether your DIY strategy is holding up, you're not alone. Many investors are facing steep market drawdowns—some as high as 36%—and struggling to recover. This episode tackles a sobering truth: when your portfolio drops, the climb back up is steeper than you think. Jon Orr and Kyle Pearce break down why a “protect first, grow second” mindset could be the most important shift in your investing journey.

Here’s what you’ll walk away with:

  • A clearer understanding of how market drawdowns impact long-term growth—and why avoiding them matters more than you think.
  • The core elements of a rules-based system to manage risk like the pros, even if you're investing on your own.
    A side-by-side look at popular assets like the S&P 500 and Bitcoin, showing how trend tracking and volatility signals can guide smarter entry and exit decisions.

Press play now to learn how top investors manage risk and why that could be the missing piece in your wealth-building strategy.

Hit play now to get clear on how to optimize your financial strategy and make smarter moves for your personal and corporate wealth growth!

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.

Understanding drawdowns is critical for anyone serious about wealth building and financial independence. In today’s volatile stock market, a strong rules-based system can help investors—especially business owners and DIY planners—prioritize risk management over blind growth. This episode explores how smart diversification, trend trac

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.

  continue reading

177 episodes

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