★★★★★ Rated 4.7 from 50+ Google Reviews · Dundas Life Inc.

Money Is Building Up in Your Corporation. Here's What It Should Be Doing.

For incorporated owners with retained earnings sitting in the company. We teach the strategy, math on screen, then apply it to your numbers on a free 15-minute call.

Book a Free Strategy Session Watch the Free Masterclass

The Hidden Costs

Is Your Wealth Leaking Out The Back Door?

Four gaps that quietly drain retained earnings while you run the business.

50%+

The Double-Tax Trap

Taxed inside the corp. Taxed again when you take it out. Without a plan, up to half can go to CRA.

1 Corp

All Your Eggs in One Corp

Your business is your biggest asset and your biggest concentrated risk. If it takes a hit, so does your retirement.

Your Advisors Don't Talk

Your CPA, lawyer and investment advisor rarely coordinate. The gaps between them are where the money leaks.

100%

The Final Tax Bill

At death, CRA treats your assets as sold, all taxed in one year. Without planning, your family inherits the bill.

Run your own numbers in the Tax Leak Calculator →

The Corporate Wealth Shield™ Method

Three Steps to Keep More of What You've Built

The Corporate Wealth Shield™ is how we work: one coordinated plan, from first call to implementation, that your accountant and lawyer sign off on.

Free — 15 Minutes

The First Call

We look at your corporate structure, investments, insurance and estate plan, and show where tax is leaking. You leave with clarity either way.

Custom Plan — 60 Minutes

Your Plan, in Dollars

One coordinated plan across structure, insurance, investments and estate, with projections for each move. Your accountant is welcome on this call.

Ongoing Partnership

Implementation & Annual Reviews

We coordinate with your CPA and lawyer to put every piece in place. Then we review it yearly, because tax law changes and your corp grows.

One strategy, not three opinions

We sit down with your accountant, lawyer and advisor together. Everyone signs off before you commit.

No sales pressure. Ever.

We show the analysis and the options, then you take it to your accountant. If it doesn't work for them, it doesn't work for you.

Start With the Free 15-Minute Call

Case Studies

Real Results for Canadian Business Owners

Three owners, three different leaks. Watch the video or read the full case.

How One Policy Saved a Consultant From a Six-Figure Tax Increase

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 →

How One Business Owner Secured $50K a Year in Tax-Efficient Retirement 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 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 Canadians 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."

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."

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."

Jeremy Kolodziej

Lawyer

Common Questions

Frequently Asked Questions

We use provisions already in the Canadian Income Tax Act to move corporate dollars into structures that grow tax-sheltered and pass to your estate with less tax. Not loopholes. We handle the structuring and coordinate with your CPA.

Incorporated business owners, physicians, dentists, lawyers, IT consultants and other professionals, typically with $100K+ in retained earnings in the corporation. If you're hitting passive income limits or have cash sitting in your corp, you're likely a fit.

Your CPA does compliance. Your advisor manages investments. They rarely talk to each other. We sit between them so your whole team works from one strategy. We don't replace your CPA.

The 15-minute call is free. We're paid by the insurance carrier if and when a policy is placed. No planning fee. Your accountant is welcome on any call after the first.

See What the Cash in Your Corporation Should Be Doing

One free 15-minute call. We show where the leak is and what to do about it, even if we're not the right fit.

Book a Free 15-Minute Call

We're paid by the insurance carrier if and when a policy is placed. No planning fee. Your accountant is welcome on any call after the first.

Money Is Building Up in Your Corporation. Here's What It Should Be Doing.

Upcoming Live Sessions for Incorporated Owners

Is Your Wealth Leaking Out The Back Door?

The Double-Tax Trap

All Your Eggs in One Corp

Your Advisors Don't Talk

The Final Tax Bill

Three Steps to Keep More of What You've Built

The First Call

Your Plan, in Dollars

Implementation & Annual Reviews

One strategy, not three opinions

No sales pressure. Ever.

Real Results for Canadian Business Owners

How One Policy Saved a Consultant From a Six-Figure Tax Increase

How One Business Owner Secured $50K a Year in Tax-Efficient Retirement Income After a Health Crisis

7-Figure Estate Protected from a $500K+ Tax Bill at Death

The Corporate Wealth Shield™

What Canadians Are Saying

Work Directly With Your Advisor.

Harper Price

Thomas Hull

Ben Corriveau

Frequently Asked Questions

See What the Cash in Your Corporation Should Be Doing

Money Is Building Up in Your Corporation. Here's What It Should Be Doing.

Upcoming Live Sessions for Incorporated Owners

Is Your Wealth Leaking Out The Back Door?

The Double-Tax Trap

All Your Eggs in One Corp

Your Advisors Don't Talk

The Final Tax Bill

Three Steps to Keep More of What You've Built

The First Call

Your Plan, in Dollars

Implementation & Annual Reviews

One strategy, not three opinions

No sales pressure. Ever.

Real Results for Canadian Business Owners

How One Policy Saved a Consultant From a Six-Figure Tax Increase

How One Business Owner Secured $50K a Year in Tax-Efficient Retirement Income After a Health Crisis

7-Figure Estate Protected from a $500K+ Tax Bill at Death

The Corporate Wealth Shield™

What Canadians Are Saying

Work Directly With Your Advisor.

Harper Price

Thomas Hull

Ben Corriveau

Frequently Asked Questions

See What the Cash in Your Corporation Should Be Doing

Get the Business Insurance Gap Checklist