Keep More of Your Wealth.
Protect your family.
Dundas Wealth helps successful Canadians—from professionals to high-net-worth individuals—legally minimize taxes and maximize long-term growth.
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Our Services
Whether you’re an entrepreneur or an individual with significant assets, our mission is the same: to protect your capital, reduce tax burdens, & preserve wealth for generations.
Tax Planning Strategies
Carefully selected investment vehicles to protect, reduce tax liabilities & grow your net worth.
Retirement Planning
Design a future-proof plan that ensures a comfortable retirement while maximizing tax benefits.
Estate & Legacy Protection
Protect your legacy and ensure your hard-earned wealth is passed on to your loved ones.
Why Choose Dundas Wealth?
We specialize in Canadian tax strategies and financial planning
Personalized strategies that align with your goals & needs
Seamless process—no hidden fees.
20+
Financial Partners
$5 Billion+
Coverage quoted
500+
Families protected
20+
Financial partners
$5 Billion+
Coverage quoted
1000+
Families aided
What Our Clients Say
"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."
Sunny Guo - Director, CIBC
What Our Clients Say
"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."
- Amanda Scriver
The Dundas Wealth Approach -
A simple, effective 3-step process
1.
Initial Discovery Session
We assess your current finances, tax situation, and future plans to pinpoint your biggest opportunities for growth and savings.
2.
Customized Plan Design
Our experts craft a plan—often using advanced investment strategies—to legally protect your heirs, minimize taxes and maximize wealth.
3. Implementation & Management
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.
A simple, effective three step process
Initial Discovery Session
We assess your current finances, taxes, and future plans to pinpoint your biggest opportunities for growth and savings.
Customized Plan Design
Our experts craft a plan—often using advanced investment strategies —to legally protect your heirs, minimize taxes and maximize wealth.
Implementation & Management
We set up your new strategies, coordinate with legal and accounting teams, and provide updates to ensure optimal long-term benefits.
Featured Case Studies
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.
FAQs
How does Dundas Wealth reduce my taxes legally?
We use advanced insurance products and tax shelters approved under Canadian regulations, ensuring you stay fully compliant.
Who qualifies for these strategies?
Business owners, physicians, lawyers, IT consultants, and other high-tax-paying professionals looking to protect and grow their assets can benefit the most.
How are you different from a traditional CPA or financial advisor?
We focus on integrated solutions—combining tax expertise, insurance planning, and ongoing management—all in one place.
What does the process cost?
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.
Can I keep my existing financial professionals?
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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 © 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.
© 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.