Keep More of Your Wealth. Protect Your Legacy.

Dundas Wealth helps successful Canadians—from professionals to high-net-worth individuals—legally minimize taxes and maximize long-term growth.

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Our Services

Whether you’re an entrepreneur or an individual with significant assets, our mission is the same: to protect your capital, reduce tax burdens, & preserve wealth for generations.

Tax-Efficient Wealth Strategies

Carefully selected investment vehicles to protect, reduce tax liabilities & grow your net worth.

Tax-Efficient Wealth Strategies

Carefully selected investment vehicles to protect, reduce tax liabilities & grow your net worth.

Retirement Planning

Design a future-proof plan that ensures a comfortable retirement while maximizing tax benefits.

Estate & Legacy Protection

Protect your legacy and ensure your hard-earned wealth is passed on to your loved ones.

Estate & Legacy Protection

Protect your legacy and ensure your hard-earned wealth is passed on to your loved ones.

Why Choose Dundas Wealth?

At Dundas Wealth, we’re dedicated to helping you achieve financial freedom and security. Here’s why you should choose us:

Top-Tier Expertise: Decades of combined experience in Canadian tax strategies and advanced financial planning.
Comprehensive Wealth Solutions: From life insurance to estate planning, we tailor everything to your needs, goals, and unique tax considerations.

All-in-One Guidance: From plan design, implementation, & ongoing management, we ensure a seamless process—no hidden fees.
100% Compliant & Transparent: Our strategies are fully compliant with Canadian regulations, so you can rest easy.

20+

Financial Partners

$5 Billion+

Coverage quoted

500+

Families protected

Why Choose Dundas Wealth?

At Dundas Wealth, we’re dedicated to helping you achieve financial freedom and security. Here’s why you should choose us:

Top-Tier Expertise: Decades of combined experience in Canadian tax strategies and advanced financial planning.

Comprehensive Solutions: From life insurance to estate planning, we tailor everything to your needs, goals, and unique tax considerations.

All-in-One Guidance: From plan design, implementation, & ongoing support, we ensure a seamless process.

100% Compliant & Transparent: Our strategies are fully compliant with Canadian regulations, so you can rest easy.

20+

Financial partners

$5 Billion+

Coverage quoted

1000+

Families aided

A simple, effective three step process

Initial Discovery Session

We assess your current finances, taxes, and future plans to pinpoint your biggest opportunities for growth and savings.

Customized Plan Design

Our experts craft a plan—often using advanced investment strategies —to legally protect your heirs, minimize taxes and maximize wealth.

Implementation & Management

We set up your new strategies, coordinate with legal and accounting teams, and provide updates to ensure optimal long-term benefits.

The Dundas Wealth Approach -

A simple, effective three step process

Initial Discovery Session

We assess your current finances, tax situation, and future plans to pinpoint your biggest opportunities for growth and savings.

Customized Plan Design

Our experts craft a plan—often using advanced investment strategies —to legally protect your heirs, minimize taxes and maximize wealth.

Implementation & Management

We set up your new strategies, coordinate with legal and accounting teams, and provide regular updates to ensure optimal tax efficiency and maximize long-term benefits.

Meet the Dundas Wealth Team

Our leaders are seasoned professionals in tax optimization and financial planning. Together, we've helped 100s of Canadians preserve more wealth & achieve peace of mind.

Gregory Rozdeba

President & CEO

Gregory Rozdeba is the CEO of Dundas Wealth. With over 8 years of experience working directly with clients, Gregory has a proven track record in helping both business owners and professionals' families protect and grow their wealth. Previously serving as Director of Sales at a Toronto-based insurtech startup, Gregory led the company from concept to raising over $7.6M in venture capital, streamlining how Canadians buy and manage insurance. He holds a Bachelor’s Degree in Finance & Accounting from Ontario Tech University.

Martin Ochwat

Director of Operations

Martin Ochwat is a Digital Marketing & Technology Expert and Serial Entrepreneur. At Dundas Wealth, he spearheads innovative strategies that integrate fintech solutions with life insurance, making the process seamless and accessible. He holds a Bachelor of Mathematics (Finance Specialization) from the University of Waterloo and has completed his CFA I.

Steven Sinclair

Principal Advisor

Steven has a deep background in life insurance. At Dundas Life, he's helped 1000s of clients find the right insurance coverage while also training dozens of insurance advisors during his career. Previously at Finaeo, Steven oversaw compliance and coaching for over 350 independent insurance brokers. Steven is also rated the #1 Insurance Agent in Toronto on Rate-My-Agent.

Michael Baker

Advisor & Strategic Partner

Michael Baker is a challenge-driven CPA and seasoned advisor who helps people forge stronger connections between financial prosperity and a fulfilling life. With 25+ years of rich experience in the industry, he has seen firsthand how proper planning can transform a family’s wealth and legacy. He is also a Certified Financial Planner, Trust and Estate Practitioner with STEP Canada.

Led by a team of professionals

Gregory Rozdeba

President & CEO

Martin Ochwat

Director of Operations

Steven Sinclair

Principal Advisor

Michael Baker

Advisor & Strategic Partner

Our Partners:

"Coming from the financial space I needed advisors I can trust. I know that independent brokers have access to the most complete suite of products but I also wanted a broker that can deal with more complex tax planning scenarios. Dundas Life has it all and they're very prompt."

Sunny Guo - Director, CIBC

"I had the pleasure of working with Greg R to set up a life insurance plan... His depth of knowledge not only provided me with a comprehensive understanding of life insurance but also allowed me to make informed decisions tailored to my specific needs."

- Amanda Scriver

Resources

FAQs

How does Dundas Wealth reduce my taxes legally?

We use advanced insurance products and tax shelters approved under Canadian regulations, ensuring you stay fully compliant.

Who qualifies for these strategies?

Business owners, physicians, lawyers, IT consultants, and other high-tax-paying professionals looking to protect and grow their assets can benefit the most.

How are you different from a traditional CPA or financial advisor?

We focus on integrated solutions—combining tax expertise, insurance planning, and ongoing management—all in one place.

What does the process cost?

Our initial consultation is free. Unlike traditional tax advisory firms or enrolled agents that charge thousands of dollars to enter their "programs," we implement your strategy at no cost to you. Our financial advisors are compensated directly by the wealth and insurance companies where your money is invested, aligning their incentives with your financial success.

Can I keep my existing financial professionals?

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