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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Frank Restorick
Senior Wealth Planner
Frank helps business owners bring their wealth, risk, estate, and corporate planning into one coordinated financial strategy.
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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.
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Sean Hume
Business Owner Advisor
Sean helps incorporated business owners and their families look at life insurance and retirement-income planning as one conversation.
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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.
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