The advisors at Dundas Wealth
The people who design and place the strategies on this site. Every advisor listed here has their own profile page with their role, credentials and focus, exactly as they present them.
Gregory Rozdeba
Co-Founder & CEO, Dundas Wealth
I built Dundas Wealth because business owners were getting generic advice from people who didn't talk to each other — and losing six figures in preventable taxes as a result. We built the system to close that gap.
View profile →
Harper Price
Wealth Advisor
I help entrepreneurs and incorporated professionals build evidence-based coverage strategies that actually protect their wealth — no proprietary funds, no generic product pitches.
View profile →
Thomas Hull
Insurance Advisor
I help Canadian families and business owners with life insurance, estate planning, and tax optimization — clear advice, realistic planning, full transparency. No gimmicks, no grey-area strategies.
View profile →
Ben Corriveau
Wealth Advisor
I help business owners protect what they've built — corporate insurance, group benefits, retirement income, and estate plans — in plain language, no jargon.
View profile →
Craig Cochran
Final Expense Advisor
Craig helps families, individuals, and business owners have conversations about financial security planning, insurance, savings, retirement planning, and estate planning.
View profile →Scott Cordier
Business Owner Advisor
Scott works with business owners on financial planning conversations that can include investments, insurance, tax, retirement, estate planning, and tax-efficient finance.
View profile →James Duncan
Final Expense Advisor
James helps Canadians explore life insurance options for final expenses and understand the steps involved in putting coverage in place.
View profile →Ryan Frey
Business Owner Advisor
Ryan helps individuals, families, and business owners explore ways to build financial security and take greater control of the banking function through the Infinite Banking Concept.
View profile →Sean Hume
Final Expense Advisor
Sean helps people explore life insurance options designed to protect the people they care about and support their final-expense planning needs.
View profile →
Mark Levitt
Life Insurance & Investment Advisor
I help business owners and their families find insurance and investment solutions that actually fit their lives — working with multiple carriers to negotiate the right coverage on your behalf, not theirs.
View profile →
Brandon Ma
Financial Advisor
Brandon supports families, professionals, and business owners with financial planning and insurance guidance designed to bring greater clarity to important financial decisions.
View profile →
Tanya Michel
Independent Insurance Broker
Tanya helps business owners, incorporated professionals, families, and high-net-worth clients explore life insurance, corporate planning, estate strategies, and legacy planning with an education-first approach.
View profile →
Michael Mlotek
Licensed Insurance Advisor
Michael helps Canadians explore final expense insurance with straightforward guidance, drawing on more than 25 years of experience as an independent insurance advisor.
View profile →
Paige Motamedi
Senior Insurance Advisor
I help individuals, families, and business owners preserve wealth, manage risk, and build long-term financial security — through personalized advice and strategic planning, not generic product pitches.
View profile →
Trevor Perron
Independent Life Insurance Advisor
Trevor helps individuals, families, self-employed professionals, and corporations explore insurance and financial solutions aligned with their needs and goals.
View profile →
Frank Restorick
Senior Wealth Planner
Frank helps business owners bring their wealth, risk, estate, and corporate planning into one coordinated financial strategy.
View profile →
Jeff Sagert
Business Owner Advisor
Jeff helps business owners explore thoughtful protection, estate, and long-term wealth strategies built around the people, business, and legacy that matter most.
View profile →
Vishal Vashisht
Insurance Specialist & Financial Advisor
Vishal helps business owners explore insurance, investment, and financial-planning considerations as they work toward protecting their families, preparing for retirement, and building a legacy.
View profile →Orville Wentworth
Final Expense Advisor
Connect with Orville to discuss Final Expense insurance and the role protection planning can play in helping you prepare for end-of-life expenses.
View profile →Dundas Life Inc. (FSRA #37628M), operating as Dundas Wealth. Want to talk to someone? Book a free strategy session and you'll be matched with one advisor who stays on your file.