Rated 4.6 based on 50+ Reviews on Google
Your Corporation Could Lose Up to 50% of Its Value to Taxes.
We help incorporated professionals & business owners keep more of what they've built
— using tax strategies most accountants know exist but few know how to implement.
Rated 4.6 based on 50+ Reviews on Google
Your Corporation Could Lose Up to 50% of Its Value to Taxes.
We help incorporated professionals & business owners keep more of what they've built — using tax strategies most accountants know exist but few know how to implement.
500+
Canadians Served
$500 M+
Tax-Free Wealth Generated
$100 M+
In Tax Savings Identified
25+ Years
Combined Advisory Experience
500+
$500 M+
Canadians Served
Tax-Free Wealth Generated
$100 M+
25+ Years
In Tax Savings Identified
Combined Advisory Experience
Is Your Wealth Leaking Out
the Back Door?
While you're focused on growing your business, these four gaps are quietly costing you hundreds of thousands.
The Double-Tax Trap
Taxed inside the corp. Taxed again when you take it out. Without a strategy, you're handing 30-50% of your retained earnings to CRA.
All Your Eggs in One Corp
Your business is your biggest asset — and your biggest risk. If it takes a hit, your personal wealth and retirement take the same hit.
Your Advisors Don't Talk
Your CPA, lawyer, and investment advisor rarely coordinate. The gaps between them are where you're losing money.
The Final Tax Bill
At death, CRA treats your assets as sold — all taxed in one year. Without planning, your family inherits the bill.
Is Your Wealth Leaking Out
the Back Door?
While you're focused on growing your business, these four gaps are quietly costing you hundreds of thousands.
The Double-Tax Trap
Taxed inside the corp. Taxed again when you take it out. Without a strategy, you're handing 30-50% of your retained earnings to CRA.
All Your Eggs in One Corp
Your business is your biggest asset — and your biggest risk. If it takes a hit, your personal wealth and retirement take the same hit.
Your Advisors Don't Talk
Your CPA, lawyer, & investment advisor rarely coordinate. The gaps between them are where you're losing money.
The Final Tax Bill
At death, CRA treats your assets as sold — all taxed in one year. Without planning, your family inherits the bill.
Why Business Owners Choose Dundas Wealth
Most advisors sell commissioned products and call it planning. We build strategies your CPA, lawyer, and advisor all support — because they helped design them.
One Strategy, Not Three Opinions
We sit down with your accountant, lawyer, and advisor — together. The strategy has buy-in from everyone before you commit. No more "check with my accountant first."
Built for Incorporated Professionals & Business Owners
Standard planning doesn't account for passive income limits, corporate-owned policies, or capital dividend accounts. We specialize in the complexity your situation actually has.
No Sales Pressure. Not Now, Not Ever.
No manufactured urgency. We present the analysis, explain the options, and let you take it to your accountant. If it doesn't make sense to them, it doesn't make sense for you.
How It Works — Three Steps
1. The Gap Analysis (30 mins, Free)
We review your corporate structure, investments, insurance, and estate plan — and show you where you're losing money to unnecessary tax. You leave with clarity, whether or not you work with us.
2. Your Custom Strategy (60 mins)
We design a coordinated plan across your corp structure, insurance, investments, and estate. You'll see projections and exactly how much each strategy saves — in dollars, not jargon.
3. Implementation & Annual Reviews
We coordinate with your CPA and lawyer to implement every piece. Then we monitor annually — because tax law changes and your corp grows. You're not handed a plan and forgotten.
How It Works — Three Steps
1. The Gap Analysis
(30 mins, Free)
We review your corporate structure, investments, insurance, and estate plan — and show you where you're losing money to unnecessary tax. You leave with clarity, whether or not you work with us.
2. Your Custom Strategy (60 mins)
We design a coordinated plan across your corp structure, insurance, investments, estate. You'll see projections & exactly how much each strategy saves — in dollars, not jargon.
3. Implementation & Annual Reviews
We coordinate with your CPA and lawyer to implement every piece. Then we monitor annually — because tax law changes and your corp grows. You're not handed a plan and forgotten.
Real Results for Canadian Business Owners
Independent Consultant Avoids 6-Figure CRA Penalty with One Policy Change
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 a $500K+ Tax Bill at Death
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 has it all and they're very prompt.
Working with the team at Dundas 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.
Fantastic experience with Dundas. 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.
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 do these tax strategies actually work?
We use advanced tax strategies to move corporate dollars into tax-sheltered vehicles. These aren't loopholes — they're provisions in the tax code. We handle it and coordinate with your CPA.
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 does compliance. Your advisor manages investments. Neither specializes in advanced tax-optimization strategies — and they rarely talk to each other. We sit between them so your whole team works from one strategy. We don't replace your CPA. We make them more effective.
What does the process cost?
The Gap Analysis is free — no commitment. If you move forward, our compensation comes from financial institutions, not from you. No planning fee. We only earn when you implement, which means if it doesn't save you money, we don't recommend it.
Find Out What Your Corp Structure Is Costing You
Book your Free Gap Analysis. In 30 minutes, we'll show you where you're losing money — even if you decide we're not the right fit.
© 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.