★★★★★ Rated 4.6 from 50+ Google Reviews

Your Corp Could Lose Up to 50% of Its Value to Taxes.

We help incorporated professionals and business owners keep more of what they've built — using tax strategies most accountants know exist but few know how to implement.

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500+
Canadians Served
$500M+
Tax-Free Wealth Generated
$100M+
In Tax Savings Identified
45+
Years Combined Experience
The Hidden Costs

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.

Built for: Incorporated physicians, dentists, lawyers, IT consultants, and business owners with $200K+ in annual income or retained earnings sitting in your corp.Incorporated professionals and business owners with $200K+ in income or retained earnings in their corp.

TAX$

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.

The Dundas Difference

Why Business Owners Choose Us

We're an independent, MDRT-qualifying (top 5% of financial advisors globally) advisory firm. Most advisors manage your assets in silos & call it planning. We engineer coordinated strategies that your CPA, lawyer, & investment advisor support — since they helped design them.

Book Your Free Gap Analysis
01

One Strategy, Not Three Opinions

We sit down with your accountant, lawyer, and advisor — together. Everyone signs off before you commit. No more guesswork.

02

Built for Corporate Complexity

Standard planning doesn't account for passive income limits, corporate-owned policies, or capital dividend accounts. We specialize in your complexity.

03

No Sales Pressure. Ever.

No manufactured urgency. We present the analysis, explain the options, and let you take it to your accountant. If it doesn't work for them, it doesn't work for you.

How It Works

Three Steps to Keep More of What You've Built

A clear, no-pressure process from first call to implementation.

1
Free — 30 Minutes

The Gap Analysis

We review your corporate structure, investments, insurance, and estate plan — and show you exactly where you're losing money to unnecessary tax. You leave with clarity, whether or not you work with us.

2
Custom Strategy — 60 Minutes

Your Personalized Plan

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
Ongoing Partnership

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.

Case Studies

Real Results for Canadian Business Owners

Proven strategies we've used to help business owners save six figures, protect their estates, and secure tax-free retirement income.

Independent Consultant Case Study

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.

Read Full Article →
Triple Play Strategy Case Study

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 owner's company, retirement, & family's future.

Read Full Article →
7-Figure Estate Case Study

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.

Read Full Article →
Client Stories

What Business Owners Are Saying

Real results from real business owners and professionals across Canada.

★ ★ ★ ★ ★

"Coming from the financial space I needed advisors I can trust. Independent brokers have access to the most complete suite of products but I also wanted someone who can deal with more complex tax planning scenarios. Dundas has it all."

SG
Sunny Guo
Director
★ ★ ★ ★ ★

"Working with the team was a great experience. Transparent and genuine. They spent the time to understand my needs, put them first and then worked to provide options that were best suitable. I've recommended my family and friends."

IR
Irfhan Rahemtulla
Sales Executive
★ ★ ★ ★ ★

"Fantastic experience with Dundas. The service provided was timely and saved me a significant amount on insurance. The whole process was seamless and professional. Highly recommend to any business owner."

JK
Jeremy Kolodziej
Lawyer

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Common Questions

Frequently Asked Questions

We use tax-sheltered strategies built into the Canadian Income Tax Act — including corporate-owned exempt policies, insured retirement programs, and capital dividend accounts — to move after-tax corporate dollars into vehicles that grow tax-free and transfer tax-free. These aren't loopholes. They're provisions in the tax code that most accountants know exist but aren't equipped to implement. We handle the structuring and coordinate with your CPA to ensure full compliance.
Business owners, physicians, lawyers, IT consultants, and other high-income 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.
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.
The Gap Analysis is free — no commitment. If you move forward, our compensation comes from the 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.

Book Your Free Gap Analysis

Free. No commitment. Takes 30 minutes.

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