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The Ultimate Guide to Securing Your Legacy
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The Ultimate Guide to Securing Your Legacy

Most incorporated professionals overpay CRA by six figures over their career without realizing it. This guide breaks down the strategies we use with clients to reduce corporate tax, create tax-free retirement income, and transfer wealth without triggering a massive estate bill.

Tax-efficient strategies for incorporated professionals
How corporate-owned life insurance protects your family
Estate planning frameworks that minimize taxes on death
Real case studies from Canadian business owners
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Case Studies

Real Results, Real Business

Proven strategies we've used to help business owners save six figures, protect their estates, and secure tax-free retirement income.

Independent Consultant Case Study

How Strategic Life Insurance Saved a Consultant from a Massive CRA Penalty

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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Triple Play Strategy Case Study

How One Business Owner Secured $50K in Tax-Free Income After a Health Crisis

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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7-Figure Estate Case Study

Avoiding the Final Tax Trap: Turning a Massive Liability into a Legacy

We 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.

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Blog

From the Dundas Wealth Blog

Original tax, retirement, and wealth strategies for incorporated business owners across Canada.

How to Buy Real Estate Through Your Corporation

How to Buy Real Estate Through Your Corporation

Use one corporate dollar twice — the IFA, the CDA, and the right Opco/Holdco structure.

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Salary vs. Dividends for Business Owners

Salary vs. Dividends for Business Owners

RRSP room, CPP, the dividend tax credit, and how to actually pay yourself.

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The 4 Ds of Tax Planning

The 4 Ds of Tax Planning

Deduct, Divide, Defer, Decrease — a CPA’s framework for every corporate tax decision.

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Client Stories

What Business Owners Are Saying

Real results from real business owners and professionals across Canada.

★ ★ ★ ★ ★

"Coming from the financial space I needed advisors I can trust. Independent brokers have access to the most complete suite of products but I also wanted someone who can deal with more complex tax planning scenarios. Dundas has it all."

SG
Sunny Guo
Director
★ ★ ★ ★ ★

"Working with the team was a great experience. Transparent and genuine. They spent the time to understand my needs, put them first and then worked to provide options that were best suitable. I've recommended my family and friends."

IR
Irfhan Rahemtulla
Sales Executive
★ ★ ★ ★ ★

"Fantastic experience with Dundas. The service provided was timely and saved me a significant amount on insurance. The whole process was seamless and professional. Highly recommend to any business owner."

JK
Jeremy Kolodziej
Lawyer

Common Questions

Frequently Asked Questions

We use tax-sheltered strategies within the Canadian Income Tax Act — corporate-owned life insurance (COLI), insured retirement programs (IRPs), and capital dividend accounts (CDAs) — to move after-tax corporate dollars into tax-sheltered vehicles. These aren't loopholes. They're provisions built into the tax code that most accountants know exist but aren't equipped to implement. We handle the implementation and coordinate with your CPA to ensure full compliance.
Business owners, physicians, lawyers, IT consultants, and other high-income professionals with $200K+ in annual income or $500K+ in investable assets. If you're hitting passive income limits or have retained earnings sitting in your corp, you're likely a fit.
Your CPA does compliance. Your advisor manages investments. Neither specializes in advanced tax-optimization strategies — and they rarely talk to each other. We sit between them so your whole team works from one strategy. We don't replace your CPA. We make them more effective.
The Gap Analysis is free — no commitment. If you move forward, our compensation comes from the financial institutions, not from you. No planning fee. We only earn when you implement, which means if it doesn't save you money, we don't recommend it.

Let's Talk About Your Corporation?

Book your free Gap Analysis. In 15 minutes, we'll review your corporate structure, identify where you're losing money to unnecessary tax, and tell you honestly whether we can help.

Book Your Free Gap Analysis

Free. No commitment. Takes 15 minutes.

Get the Business Insurance Gap Checklist

The 12 protection gaps most Canadian incorporated owners have — and don't realize until it's too late. Free fillable PDF.

12 protection gaps most incorporated owners miss
Fillable PDF — work through it with your last tax return
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