I help business owners protect what they've built — corporate insurance, group benefits, retirement income, and estate plans — in plain language, no jargon.
Ben has spent 9 years building a financial planning practice focused on business owners — starting in banking, moving through B2B sales, and spending the bulk of his career as a licensed financial security advisor. That background across multiple industries gives him a practical, client-first perspective that most advisors don't have.
His specialty is simplification. Business owners are busy. They need an advisor who can take a complex corporate insurance or estate plan and explain it clearly — not one who hides behind jargon. Ben's approach: understand what you're trying to protect, design the strategy, and make sure you actually understand how it works before you sign anything.
"My goal is to make sure every client walks away confident — not just in the strategy, but in why it's the right one for them. If you don't understand it, we're not done yet."
At Dundas Wealth, Ben works with business owners on corporate insurance, group benefits, retirement income planning, and estate strategies — making sure each piece is connected and the strategy actually makes sense to the person it's built for.
Ben is based in Toronto and is an Advocis member since 2017. He was also a recent guest on the Keep What You Build podcast — watch the episode here.
Every Dundas Wealth advisor covers specific ground. Here's Ben's lane.
COLI structuring, capital dividend account planning, and tax-sheltered cash value strategies for incorporated business owners.
Funding partner buyouts and shareholder transitions with insurance, structured to survive disability, death, or a forced exit.
Estate equalization, legacy preservation, and tax-efficient wealth transfer — coordinated with your lawyer and accountant.
Protecting the people whose absence would hurt your business — founders, key execs, critical sales talent. Fast placements when financing rounds demand it.
Insured retirement programs (IRPs), immediate financing arrangements (IFAs), and multi-year planning grounded in the Canadian Income Tax Act.
Proven strategies we've used to help business owners save six figures, protect their estates, and secure tax-free retirement income.
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.
Read Full Article →
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 owner's company, retirement, & family's future.
Read Full Article →
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.
Read Full Article →Book a free 15-minute strategy call. We'll review your current coverage, flag any gaps, and tell you honestly whether there's something worth fixing.
Book a Free 15-Min Strategy CallFree. No commitment.