Our Insights
See how successful Canadians grow wealth, protect assets, and plan for the future with our expert-backed strategies.
How Strategic Life Insurance Saved a Consultant from a Massive CRA Penalty
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.
Avoiding the Final Tax Trap: Turning a Massive Liability into a Legacy
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.
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.
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© 2025 Dundas Wealth. All rights reserved
You are using the website of © 2025, Dundas Life Inc. (FSRA #37628M). Dundas Life is a digital insurance brokerage who sells (ie. brokers) life insurance coverage from several Canadian life insurance companies. Dundas Life 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.
© 2025 Dundas Wealth. All rights reserved
You are using the website of © Dundas Wealth 2025, 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.