Presented by Dundas Wealth
Corporate tax strategy. Estate planning. Wealth protection. The conversations that usually happen behind closed doors — in plain English.
New episodes on corporate tax, estate planning, and wealth strategies for Canadian business owners.
New episodes on corporate tax, estate planning, and wealth strategies for Canadian business owners. Subscribe so you never miss one.
Episode 11
Yusudan Ren of Prospr by Sun Life on how digital insurance is reshaping the Canadian market — what you can safely buy online, ChatGPT-armed clients, and why corporate-owned coverage still needs an advisor.
Episode 10
Yusudan Ren of Prospr by Sun Life on how digital insurance is reshaping the Canadian market — what you can safely buy online, ChatGPT-armed clients, and why corporate-owned coverage still needs an advisor.
Episode 09
Thomas Hull, fourth-generation advisor at Hull Life Insurance, on sizing key person coverage, the tax mechanics, and the $7M business that sold for $40M because it had it.
Episode 08
Greg Rozdeba on salary vs. dividends, the $50K passive-income threshold, and how the Capital Dividend Account changes the math on getting money out of your corp.
Episode 07
Marni Hefner of IDC WIN Workplace Solutions on what actually drives renewal increases — and the plan structures and underused options most employers never hear about.
Episode 06
Greg Rozdeba walks through the four coverage gaps personal policies leave open for business owners: partner buyout, corporate debt, key-person revenue, and estate taxes.
Episode 05
Paige Motamedi of Hull Life Insurance on the real options for idle retained earnings — and where corporate-owned life insurance fits alongside your other investments.
Episode 04
Greg Rozdeba and Martin Ochwat on why accountants rarely bring up corporate-owned life insurance — a scope limitation, not a competence gap — and how to evaluate it properly.
Episode 03
Michael Baker — CPA, CA, CFP, TEP — explains corporate-owned life insurance from a tax accountant's perspective: how it works, when it makes sense, and what the numbers actually look like.
Episode 02
Ben Corriveau walks through buy-sell agreements, funding mechanisms, and what most business partners never think about until it's too late.
Episode 01
Greg Rozdeba breaks down the five most expensive gaps he sees in incorporated business owners' tax plans — and what to do about each one before year-end.
New episodes drop regularly. Subscribe on YouTube or your favourite podcast platform — and book a free Gap Analysis to put the strategies into action for your business.
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