The 12 protection gaps most Canadian incorporated owners don't know they have — until it's too late. Find yours in 12 minutes.
A 12-minute self-assessment built for Canadian incorporated business owners. Fill it out alongside your last tax return and most recent financial statement.
Map out what you actually have — personal life insurance, corporate-owned policies, group benefits, disability and CI coverage.
Quantify the risk — valuation, partner ownership, personally guaranteed corporate debt, and your key-person revenue exposure.
Five purpose-specific coverage gaps most incorporated owners miss: buy-sell funding, debt coverage, key-person, deemed disposition, business continuity.
Tier your exposure from 0 to 5 gaps. See exactly how vulnerable your business is — and what the most fixable gap usually is.
Approximate monthly costs to close each gap with corporate-owned coverage. Real ballpark numbers, not vague pricing.
Fill it in directly on your computer or phone — or print it. Send to your CPA or financial advisor as a starting point.
You've built the business. Your family is protected by your personal life insurance. That's great — but your business, your partner, your corporate debt, your employees? For most owners, the answer is: nothing is protecting any of that. This checklist walks you through the 12 protection gaps incorporated owners typically have, scored by severity, with ballpark costs to close each one.
Download the checklist to work through on your own time, or book a free strategy call with a Dundas Wealth advisor to walk through your specific gaps and what it costs to close them.
Free. No commitment. Takes 30 minutes.