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.
Greg spent years at the intersection of technology and financial services — first as an Enterprise Account Executive at Hewlett Packard, then as Director of Sales at a Toronto-based insurtech where he helped raise $7.6M in venture capital. That work taught him something technology alone couldn't solve: the gap between an incorporated professional's tax plan and their insurance strategy was a coordination problem, not a product problem.
He co-founded Dundas Wealth to close that gap for good. Not another platform — a coordinated advisory model where corporate-owned life insurance, estate planning, retirement income, and tax strategy all talk to each other, and work alongside your existing CPA instead of operating in a silo.
"Most business owners have a CPA doing their taxes and an advisor who sold them a policy. Neither one knows what the other is doing. That gap is exactly where the money leaks — and it's why we built Dundas Wealth."
The firm has now served 500+ Canadians and identified over $100M in potential tax savings. In 2022, Dundas Wealth received the Impact in Innovation Award — recognition for bringing a coordinated, technology-enabled approach to an industry that had resisted modernization for decades.
Greg holds his LLQP license, a Bachelor of Commerce in Finance & Accounting from Ontario Tech University, and completed Competitive Strategy and Game Theory at the London School of Economics. He started budgeting at 15, has traveled to 30+ countries, is an avid cyclist, and is currently deep in a study of Ancient Rome.
Every Dundas Wealth client gets a coordinated strategy. Here's where Greg focuses.
Building integrated strategies that align your corporate insurance, estate plan, and retirement income — working alongside your CPA, not around them.
COLI structuring, capital dividend account planning, and tax-sheltered cash value strategies for incorporated business owners.
Estate equalization, legacy preservation, and tax-efficient wealth transfer — coordinated with your lawyer and accountant to minimize the tax bill at death.
IRPs, immediate financing arrangements (IFAs), and long-term strategies that create tax-free retirement income without triggering passive income limits.
Protecting the people whose absence would hurt your business — founders, key execs, critical sales talent. Fast placements when financing or partnerships demand it.
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.
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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.
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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.
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