Rated 4.6 based on 40+ Reviews on Google
Canadians Can Lose Up to 50% of Their
Wealth to Taxes. You Don't Have To.
We help business owners and professionals build tax-efficient wealth using
strategies typically reserved for Canada's ultra-wealthy families.
Rated 4.6 based on 40+ Reviews on Google
Canadians Can Lose Up to 50% of Their Wealth to Taxes. You Don't Have To.
We help business owners and professionals build tax-efficient wealth using strategies typically reserved for Canada's ultra-wealthy families.
500+
Canadian Families Served
$500 M+
Tax-Free Wealth Generated
$100 M+
in Tax Savings for Clients
25+ Years
Strategic Leadership
500+
$500 M+
Canadian Families Served
Tax-Free Wealth Generated
$100 M+
25+ Years
in Tax Savings for Clients
Strategic Leadership
Is Your Wealth Leaking Out
the Back Door?
While you're focused on growing revenue, these four wealth killers are silently draining your net worth.
The Double-Tax Trap
Corporate income: taxed at 50%+. Then taxed again when you withdraw. Without a strategy, you're donating 1/3 of your wealth to Ottawa.
One Asset. No Safety Net.
Your business is your biggest asset—and your biggest risk. One bad year shouldn't mean starting over.
Advisors Who Don't Talk
Your CPA, advisor, and lawyer rarely coordinate. Those gaps cost you thousands every year in missed strategies.
The Final Tax Bill
Without planning, CRA can claim up to 50% of your estate at death. Your life's work—gone in one tax bill.
Is Your Wealth Leaking Out
the Back Door?
While you're focused on growing revenue, these four wealth killers are silently draining your net worth.
The Double-Tax Trap
Corporate income: taxed at 50%+. Then taxed again when you withdraw. Without a strategy, you're donating 1/3 of your wealth to Ottawa.
One Asset. No Safety Net.
Your business is your biggest asset—and your biggest risk. One bad year shouldn't mean starting over.
Advisors Who Don't Talk
Your CPA, advisor, and lawyer rarely coordinate. Those gaps cost you thousands every year in missed strategies.
The Final Tax Bill
Without planning, CRA can claim up to 50% of your estate at death. Your life's work—gone in one tax bill.
Why Dundas Wealth, Not Another Advisor
Most advisors sell commissioned products. We engineer wealth strategies that your entire advisory team implements together.
Integrated Strategy, Not Fragmented Advice
We work directly with your accountant, lawyer, and investment advisor to design strategies they'll actually support—because they helped build them. No more conflicting advice.
Built for Incorporated Professionals & Business Owners
Tradional planning isn't designed for corp holdcos, passive income limits, or 7-figure estates. We specialize in the complexity your situation demands.
Long-Term Partnership and Pressure-Free Process
No hard closes. No manufactured urgency. We provide clear pressure-free guidance and education—you decide if and when to act.
How We Help You Keep More
1. The Gap Analysis (30 mins)
We review your current structure—corp, investments, insurance, estate plan—and identify where you're leaking wealth. You'll leave with clarity on what's costing you, even if you never work with us.
2. Your Custom Strategy (60 mins)
Our team designs a coordinated plan using advanced investment strategies. We model scenarios, show you projections, and explain exactly how each piece reduces your tax burden.
3. Implementation & Management
We don't just hand you a PDF. We work with your CPA and lawyer to implement, monitor, and adjust. Annual reviews ensure your strategy evolves as tax law and your situation change.
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.
How We've Helped Others Succeed
Consultant Avoids 6-Figure CRA Penalty with Strategic Policy Restructure
See how we helped an independent consultant structure a permanent life insurance policy within his corporation, enabling him to continue building wealth without affecting his passive income limit.
How One Business Owner Secured $50K in Tax-Free Income After a Health Crisis
After a sudden health crisis, we implemented a "Triple Play Strategy," combining corporate-owned life insurance, a holding company, & family trust to secure a business owners' company, retirement, & family's future.
7-Figure Estate Protected from the 50% Final Tax Bil
We recently helped a business owner protect his 7-figure portfolio from high taxes upon his death. He secured immediate business capital, cleared debts tax-free, and passed wealth to his family without selling any assets.
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What Canadians Are Saying
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.
Working with the team at Dundas Life was a great experience. It was transparent and genuine. They spent the time to understand my needs, put them first and then worked to provide options that were best suitable and explained them to me. I have recommended my family and friends.
I had the pleasure of working with Greg R... Greg's insights and expertise in the field were evident from the start. His depth of knowledge not only provided me with a comprehensive understanding of insurance but also allowed me to make informed decisions tailored to my specific needs.
Fantastic experience with Dundas Life. The service provided was timely and saved me a bunch of money on insurance. Highly recommend!
What Canadians Are Saying
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.
Working with the team at Dundas Life was a great experience. It was transparent and genuine. They spent the time to understand my needs, put them first and then worked to provide options that were best suitable and explained them to me. I have recommended my family and friends.
I had the pleasure of working with Greg R... Greg's insights and expertise in the field were evident from the start. His depth of knowledge not only provided me with a comprehensive understanding of insurance but also allowed me to make informed decisions tailored to my specific needs.
Fantastic experience with Dundas Life. The service provided was timely and saved me a bunch of money on insurance. Highly recommend!
Frequently Asked Questions
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 with $200K+ in annual income or $500K+ in investable assets. If you're hitting passive income limits or have retained earnings sitting in your corp, you're likely a fit.
How are you different from a traditional CPA or financial advisor?
Your CPA ensures compliance; your financial advisor manages investments. Neither specializes in using advanced tax-optimization strategies. We do—and we coordinate with them to ensure your strategy is implemented cohesively.
What does the process cost?
The initial strategy session is free. If you move forward, our compensation comes directly from wealth and insurance companies—not from you. There's no fee for our planning work, and we only get paid if you implement a policy that genuinely fits your situation.
Ready to Protect Your Wealth?
Let’s discuss how our solutions can help secure your future—schedule a call with a Dundas Wealth advisor today.
© 2026 Dundas Wealth. All rights reserved
You are using the website of © Dundas Wealth 2026, Dundas Life Inc. (FSRA #37628M) DBA Dundas Wealth. Dundas Wealth is a digital insurance brokerage who sells (ie. brokers) life insurance coverage from several Canadian life insurance companies. Dundas Wealth currently services clients in Canada, specifically in the provinces of Ontario, Alberta, and British Columbia. Insurance documents and contracts are made between the insurance company and the end user. Prices may vary based on individual factors such as age, gender, smoker status and more. Please reference the final issued insurance documents for more details. See Dundas Life's Terms & Privacy Policy for more information regarding interacting with our website and service.
Resources
© 2026 Dundas Wealth. All rights reserved
You are using the website of © 2026, Dundas Life Inc. (FSRA #37628M), DBA Dundas Wealth. Dundas Wealth is a digital insurance brokerage who sells (ie. brokers) life insurance coverage from several Canadian life insurance companies. Dundas Wealth currently services clients in Canada, specifically in the provinces of Ontario, Alberta, and British Columbia. Financial documents and contracts are made between the financial company and the end user. Prices may vary based on individual factors such as age, gender, smoker status and more. Please reference the final issued insurance documents for more details. See Dundas Wealth's Terms & Privacy Policy for more information regarding interacting with our website and service.