The Corporate Wealth Shield™ Playbook — 7 moves incorporated owners use to keep more of what they build (free PDF)

Free 20-page playbook · For incorporated Canadian owners

Your Corporation Doesn't Lower Your Tax. It Lets You Choose When.

Seven decisions decide whether that ever pays off — the $50,000 passive-income line, the two tax bills at death, the pension room your RRSP can't give you, and an Ontario dividend change that flips the usual December advice this year. The Corporate Wealth Shield™ Playbook puts the math on the page and gives you the exact question to email your accountant for each one.

The numbers, not the pitch. Illustrative examples with the figures shown — what $2,500,000 sitting in a GIC costs a corporation in Ontario, BC and Alberta; where $2,000,000 goes at death without a plan; the $82,660 a corporation keeps working on $200,000 that salary would have spent.
Seven questions for your accountant. One per move, written to be forwarded as-is. Filing looks back; planning looks forward — this is the forward part, built to be taken to your CPA, not around them.
Two manufactured deadlines, retired. The “sell to your employees before December 31, 2026” urgency is over (the exemption is now permanent), and there is no year-end deadline to buy insurance. We say so on the page — and we're the insurance brokerage.

Lands in your inbox in about a minute. No sales calls — the only thing we'll invite you to is a free weekly webinar. Unsubscribe any time.

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Who it's for. Built for incorporated Canadian business owners and professionals with $100,000 or more of retained earnings in Ontario, British Columbia or Alberta. If your corporation pays out everything it earns, the playbook will mostly tell you what you're paying for the simplicity.

Inside the Playbook

Seven Moves. Two Pages Each.

Every move: the problem, the mechanism in plain words, one illustrative example with the figures shown, the question to email your accountant, and what we do about it.

The $50,000 line

The passive-income grind on your small-business deduction — and why this year's number decides next year's limit.

Same dollar, two tax bills

The deemed sale at death, the dividend on the way out, and the Capital Dividend Account.

The asset class the grind doesn't read

Corporate-owned permanent insurance — what it is, what it isn't, and when the answer is “none.”

The age-based ceiling

The Individual Pension Plan vs the flat RRSP limit, and the past-service catch-up most owners have never heard of.

December or January

Ontario's 2026/27 dividend-credit change — the one year the usual January advice can flip.

Which door you leave by

Third party, employees or family — and the Employee Ownership Trust deadline that no longer exists.

Real dates vs manufactured ones

The year-end checklist split honestly: what is calendar-bound, what is fiscal-year, what is sequencing, and what is not a deadline at all. Plus a one-page worksheet and the seven questions as one email to your accountant.

The Framework Behind the Playbook

The Corporate Wealth Shield™

The playbook is the reader's version of the framework we use with incorporated owners: protect the years between earning a dollar in the corporation and taking it out, and decide in advance what happens at the end of them. Insurance is one structure inside it — a protection layer the passive-income rule doesn't read — never the whole answer.

If you want the full framework before the playbook, or after it, it's here.

Read the framework behind the playbook

What Happens After You Hit Send

Three Emails. No Sales Calls.

The playbook is the whole point of the first email. The other two are optional reading.

Right away

The playbook (PDF)

The link, first line. Where to start if you only read one move: Move 1, the $50,000 line — the move quietly costing owners this year, whose fix protects next year's limit.

Two days later

The move most owners miss

Pay the capital dividend first, then sell the loser. Same two transactions; the order is the whole outcome. Forwardable to your accountant as-is.

Day five

An invitation to the weekly webinar

One move at a time, the math on screen, with a CPA or lawyer in the room answering the “but on my file?” questions live. Free. Replay to every registrant.

Didn't get it? Check spam or promotions, then email support@dundaswealth.ca and we'll send it by hand.

Run This on Your Own Numbers

Get the playbook and take the seven questions to your accountant — or skip ahead to a free 30-minute strategy session with Greg: your picture, your number run live, and the right next room. If nothing's needed, you hear that in the first ten minutes.

Send Me the Playbook Book the Free 30-Minute Session

Free. 30 minutes. A number and a next room — not a pitch, not a report.