About Dundas Wealth

We Started This Because Your Accountant Shouldn't Have To

We help Canadian business owners reduce their tax burden, protect their wealth, and implement the corporate strategies their accountants know exist but don't specialize in.

You work directly with our team — not a call centre, not a junior associate.

Dundas Wealth Team
Dundas Wealth founders
Founded 2020 · Toronto, ON · FSRA #37628M
Our Story

We Built Dundas Life First. Then Business Owners Found Us.

Dundas started as a consumer life insurance brokerage, serving thousands of Canadian families. Then business owners started calling — not for personal coverage, but for corporate-owned policies, insured retirement programs, and capital dividend accounts. Strategies their accountants mentioned but never explained.

The market was wide open. Most advisors hide behind jargon and unnecessary complexity. We thought: what if we just explained it?

"Most financial advisors sell products. We build strategies. There's a difference — and your tax bill shows it."

— Gregory Rozdeba, President & CEO

That's why Dundas Wealth exists — built specifically for business owners and incorporated professionals who want to keep more of what they've earned.

Meet the Team

Built Around Direct Access

You work directly with the advisor who builds your strategy — from first call to annual review. No call centres, no gatekeepers.

Gregory Rozdeba

Gregory Rozdeba

Co-Founder & CEO
LLQP · B.Comm Finance & Accounting, Ontario Tech University

Grew Dundas to $5B+ in coverage facilitated. Led a Toronto insurtech to $7.6M in venture capital. Focuses on tax-sheltered strategies for incorporated business owners — the cases most advisors can't structure.

"I got into this business because I saw business owners leaving hundreds of thousands on the table with their accountant's default advice."

Martin Ochwat

Martin Ochwat

Co-Founder & COO
CFA Level I · B.Math Finance, University of Waterloo

Built the technology and marketing engine behind Dundas. A serial entrepreneur with deep fintech experience, he designed the systems that let Dundas serve business owners across Canada without the bureaucracy of a traditional firm. Runs strategy, operations, and client experience.

"We built Dundas Wealth because the best tax strategies in Canada were trapped behind a wall of jargon and gatekeeping. We opened the door."

Our Advisors

The specialists who work directly with you and your accountant to structure and implement your strategy.

Steven Sinclair

Steven Sinclair

Principal Advisor
LLQP · #1 Rated Insurance Agent in Toronto

Helped thousands of Canadians find the right coverage. Previously oversaw compliance and coaching for 350+ brokers at Finaeo. At Dundas Wealth, he works with business owners to structure personal and corporate coverage — making sure nothing falls through the cracks.

Michael Baker

Michael Baker

Advisor & Strategic Partner
CPA · CFP · TEP (STEP Canada) · 25+ Years

Bridges financial planning and insurance strategy. As a CPA and Certified Financial Planner, Mike speaks both languages — your accountant's and your advisor's. He connects the dots between your corporate tax position and the insurance strategies that optimize it.

Ben Corriveau

Ben Corriveau

Wealth Advisor
BBA Finance, Davenport University

Advises business owners on corporate insurance, retirement income, and estate planning. Background in banking and investment planning. Ben simplifies complex strategies and keeps clients confident in their financial decisions.

Client Stories

What Business Owners Are Saying

Real results from real business owners and professionals across Canada.

★ ★ ★ ★ ★

"Coming from the financial space I needed advisors I can trust. Independent brokers have access to the most complete suite of products but I also wanted someone who can deal with more complex tax planning scenarios. Dundas has it all."

SG
Sunny Guo
Director
★ ★ ★ ★ ★

"Working with the team was a great experience. Transparent and genuine. They spent the time to understand my needs, put them first and then worked to provide options that were best suitable. I've recommended my family and friends."

IR
Irfhan Rahemtulla
Sales Executive
★ ★ ★ ★ ★

"Fantastic experience with Dundas. The service provided was timely and saved me a significant amount on insurance. The whole process was seamless and professional. Highly recommend to any business owner."

JK
Jeremy Kolodziej
Lawyer

Why Dundas Wealth

What Makes Us Different

There are thousands of advisors in Canada. Here's why business owners work with us.

Strategy Over Products

We build multi-year strategies using corporate-owned policies, insured retirement programs, and capital dividend accounts — structured around the Canadian Income Tax Act, not a product catalogue.

Your strategy is custom. Always.

Direct Access, No Runaround

When you call Dundas Wealth, the person who answers is the person who built your strategy. No call centres, no gatekeepers. Our team is small by design — that's how we stay sharp.

Specialists, not salespeople.

Canadian Tax Code Expertise

Every strategy we build is grounded in Canadian tax law. We work alongside your CPA — not instead of them. COLI, CDA, IRP, IFA, ACB — that's all we do.

Built for the Canadian tax system.

Let's Talk About Your Corporation

Book your free Gap Analysis. In 30 minutes, we'll review your corporate structure, show you where you're losing money to tax, and tell you honestly if we can help — if not, we'll point you in the right direction.

Book Your Free Gap Analysis

Free. No commitment. Takes 30 minutes.

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