Book a Free 15-Minute Call | Dundas Wealth
Free 15-Minute Call — No Commitment Required

Your Tax Strategy Starts Here.

See how corporate-owned life insurance can reduce your tax burden, protect your wealth, and create tax-efficient retirement income — all coordinated with your CPA.

Greg Rozdeba, Co-Founder & CEO Watch overview
Book a Free 15-Minute Call
Get Started

See If This Strategy Fits
Your Situation

Answer a few quick questions, then pick your time.

What you leave the 15-minute call with
  1. A straight read on whether your corporation is a fit ($100K+ retained earnings, T4 or dividends, your timeline)
  2. The single biggest leak in your current setup
  3. The right next step — and if that's “keep doing what you're doing”, you'll hear it.
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For incorporated professionals
CPA-coordinated
ON, AB & BC
24hr response
Featured In
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After You Apply

What Happens Next

1

A Few Quick Questions

You tell us about your corporate structure. If there's a fit, you book your Gap Analysis right there — no waiting on a callback. A real person reads every response either way.

2

15-Minute Gap Analysis Call

We walk through your retained earnings, passive income exposure, and estate situation. You'll see exactly where the tax gaps are.

3

Strategy Presentation to Your CPA

If there's a fit, we build a full strategy and present it to you and your CPA together. Nothing moves without their sign-off.

Real Results

Don't Take Our Word for It. See the Results.

Real strategies implemented for real Canadian business owners. No hypotheticals.

Independent Consultant Case Study

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

How we helped a consultant structure a permanent life insurance policy to protect his small business deduction.

Read Full Case Study →
Triple Play Strategy Case Study

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

A "Triple Play Strategy" combining corporate-owned life insurance, a holding company, and family trust.

Read Full Case Study →
Estate Protection Case Study

Avoiding the Final Tax Trap: Turning a Massive Liability into a Legacy

How we protected a 7-figure portfolio from high taxes at death and passed wealth to family tax-free.

Read Full Case Study →
Frequently Asked

Questions About Getting Started

You'll answer a few questions about your corporation. If there's a potential fit, you book your 15-minute Gap Analysis call right on the next screen — no waiting for a callback. On the call we walk through your corporate structure and identify tax-saving opportunities.
Yes. No commitment, no planning fee. If we identify a strategy that works for your situation, our compensation comes from the financial institutions — not from you. If there's no fit, we'll tell you straight.
Incorporated professionals and business owners, typically with $100K+ in retained earnings in the corporation. This typically includes physicians, dentists, lawyers, IT consultants, engineers, and business owners in Ontario, Alberta, or British Columbia.
Always. Every strategy gets your CPA's review before implementation. We model the impact on passive income limits, CDA balance, and estate disposition, and coordinate directly with your accountant throughout.
Most investment advisors manage portfolios. We build tax strategies using corporate-owned insurance as a tool. We model the after-tax IRR comparison, show the impact on your passive income limit, and coordinate with your CPA — things a traditional advisor typically doesn't do.
Ontario, Alberta, and British Columbia. Every strategy is designed for Canadian incorporated professionals and the specific tax rules that govern them. No generic cross-border templates.

How we're paid

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.

Dundas Life Inc. (FSRA #37628M) · Verify our principal's licence with FSRA

Ready to See What You've Been Missing?

Book a free Gap Analysis. We'll review your corporate structure and show you exactly where you're losing money to unnecessary tax and tell you honestly whether we can help.

Book a Free 15-Minute Call →