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.
Mark Levitt believes that life insurance should work for you, not for insurance companies. As a Business Owner advisor with Dundas Wealth, Mark helps entrepreneurs, families, and business owners find the right coverage for their circumstances — negotiating on their behalf with multiple insurance carriers rather than pushing a single product line.
Mark's approach centers on understanding what his clients actually need before recommending anything. He works with individuals and business owners across life insurance, critical illness insurance, disability insurance, group benefits, and investment planning, always tailoring the conversation to the client's family and business circumstances, both now and down the road.
"We believe that life insurance should work for you, not insurance companies. Let us find the right options for you, your family, and your business — for now and for the future."
Clients describe Mark as knowledgeable, thorough, and attentive to detail — someone who listens to what you need and explains your options clearly rather than steering you toward a sale. As a business owner himself, Mark understands the added complexity that comes with structuring coverage and benefits around a growing business, and he works to make that process straightforward.
Mark serves clients across Ontario and is available by phone, email, or appointment for those who need flexibility outside regular business hours.
Every Dundas Wealth advisor covers specific ground. Here's Mark's lane.
Protecting the people who depend on you with coverage tailored to your family and financial circumstances.
Providing support to help you and your family recover financially from a life-altering illness or accident.
Helping replace lost income when health issues impact your lifestyle, beyond what provincial health plans provide.
Helping business owners offer competitive employee benefits as an essential part of staying competitive and growing their business.
Providing unbiased advice as the investment world changes, helping clients build wealth over the long term.
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 →Reach out to Mark to review your current coverage, flag any gaps, and get honest advice on whether there's something worth fixing.
Book a ConsultationFree. No commitment.