Tax Planning Strategies
Carefully selected investment vehicles to protect, reduce tax liabilities & grow your net worth.
What Are Tax Planning Strategies?
At Dundas Wealth, we help Canadian business owners strategically reduce their tax burden while enhancing their wealth growth.
Our proven, tax-efficient strategies are designed to keep more money in your pocket today, protect your wealth tomorrow, and ensure a legacy for future generations.
What Is It?
At Dundas Wealth, we help Canadian business owners strategically reduce their tax burden while enhancing their wealth growth.
Our proven, tax-efficient strategies are designed to keep more money in your pocket today, protect your wealth tomorrow, and ensure a legacy for future generations.
Benefits for Business Owners
Significantly reduces your tax obligations with our CRA-approved strategies.
Flexible access to funds without incurring significant tax penalties.
Safeguard your assets from market volatility.
Establish steady, predictable income streams.
How It Works - 3 Step Process
Personalized Consultation
Schedule a meeting with our financial experts. We analyze your financial situation, business structure, and goals.
Strategy Development
We create a tailored tax planning strategy using CRA-approved solutions, including tax-efficient insurance policies and investment vehicles.
Execution & Optimization
Our team helps you implement your plan, monitors your progress regularly, and optimizes your strategy to continually enhance your savings and wealth growth.
How It Works - 3 Step Process
1. Personalized Consultation
Schedule a meeting with our financial experts. We analyze your financial situation, business structure, and goals.
2. Strategy Development
We create a tailored tax planning strategy using CRA-approved solutions, including tax-efficient insurance policies and investment vehicles.
3. Execution & Optimization
Our team helps you implement your plan, monitors your progress regularly, and optimizes your strategy to continually enhance your savings and wealth growth.
Is This Right for You?
Our tax planning strategies are ideal for business owners who:
• Earn more than $250,000 per year
• Pay substantial income taxes
• Want flexibility and ongoing access to their capital
• Seek effective long-term wealth preservation
• Aim to pass their wealth efficiently to future generations
See It In Action
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.
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.