Carefully selected investment vehicles to protect, reduce tax liabilities & grow your net worth.
Design a future-proof plan that ensures a comfortable retirement while maximizing tax benefits.
Protect your legacy and ensure your hard-earned wealth is passed on to your loved ones.
Specialized in Canadian tax strategies and financial planning.
Personalized strategies that aligns with your goals & needs.
Seamless process—no hidden fees.
Financial Partners
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Families protected
Financial partners
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Families aided
"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."
"I had the pleasure of working with Greg R to set up a life insurance plan... His depth of knowledge not only provided me with a comprehensive understanding of life insurance but also allowed me to make informed decisions tailored to my specific needs."
We assess your current finances, tax situation, and future plans to pinpoint your biggest opportunities for growth and savings.
Our experts craft a plan—often using advanced investment strategies—to legally protect your heirs, minimize taxes and maximize wealth.
We set up your new strategies, coordinate with legal and accounting teams, and provide regular updates to ensure optimal tax efficiency and maximize long-term benefits.
We assess your current finances, taxes, and future plans to pinpoint your biggest opportunities for growth and savings.
Our experts craft a plan—often using advanced investment strategies —to legally protect your heirs, minimize taxes and maximize wealth.
We set up your new strategies, coordinate with legal and accounting teams, and provide updates to ensure optimal long-term benefits.
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We use advanced insurance products and tax shelters approved under Canadian regulations, ensuring you stay fully compliant.
Business owners, physicians, lawyers, IT consultants, and other high-tax-paying professionals looking to protect and grow their assets can benefit the most.
We focus on integrated solutions—combining tax expertise, insurance planning, and ongoing management—all in one place.
Our initial consultation is free. Unlike traditional tax advisory firms or enrolled agents that charge thousands of dollars to enter their "programs," we implement your strategy at no cost to you. Our financial advisors are compensated directly by the wealth and insurance companies where your money is invested, aligning their incentives with your financial success.
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Let’s discuss how our solutions can help secure your future—schedule a call with a Dundas Wealth advisor today.
© 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 © 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.