Tax Planning

Tax Planning Strategies

Reduce your corporate and personal tax burden using strategies built around the Canadian Income Tax Act — coordinated with your CPA and legal team.

Book Your Free Gap Analysis See How It Works

Free 30-Min Consultation

No Obligation

CPA-Coordinated

What Is It?

Strategies Your Accountant Will Approve

We help Canadian business owners strategically reduce their tax burden while building long-term wealth. Our strategies are designed around the Canadian Income Tax Act — not around selling products.

We use corporate-owned life insurance, insured retirement programs, capital dividend accounts, and passive income optimization to build coordinated plans your CPA, lawyer, and advisor all sign off on — because they helped design them.

Key Strategies We Use

Why It Matters

What Changes When You Plan Strategically

Here's what happens when your tax strategy is built by specialists — not generalists.

Reduce Tax Obligations

Lower your corporate and personal tax burden using CRA-approved strategies most accountants know exist but don't specialize in implementing.

Flexible Access to Capital

Access funds inside your corporation without triggering significant tax events — giving you liquidity when you need it.

Asset Protection

Safeguard your corporate assets from market volatility, creditors, and economic uncertainty with insurance-backed structures.

How It Works

Three Steps to Lower Taxes

A clear, no-pressure process from first call to implementation.

Free — 30 Minutes

Your Free Gap Analysis

We analyze your corporate structure, tax situation, and goals — and show you exactly where you're losing money to unnecessary tax.

Custom Strategy

Strategy Development

We create a tailored tax planning strategy using CRA-approved solutions. You'll see projections and exactly how much each strategy saves — in dollars, not jargon.

Ongoing Partnership

Execution & Optimization

We implement your plan, coordinate with your CPA and lawyer, and review your strategy annually. You're not handed a plan and forgotten.

Why Us

Why Choose Dundas Wealth?

The Dundas Wealth Advantage

Your CPA, lawyer, and advisor all sign off on every strategy

Independent — we shop across 20+ Canadian insurers for the best fit

Specialists in corporate-owned insurance and passive income optimization

Transparent projections — you see exactly how much each strategy saves

Annual reviews — your plan adapts as tax law changes

Typical Financial Advisors

Siloed advice — your CPA, lawyer, and advisor never coordinate

Tied to one carrier with limited product options

Generalist approach — no expertise in corporate tax strategies

Jargon-heavy proposals with no clear dollar-figure projections

Set-and-forget plans that don't adapt to changing tax law

Book Your Free Gap Analysis

Free. No commitment. Takes 30 minutes.

Is This Right for You?

Built for Business Owners Like You

Our tax planning strategies are designed for incorporated professionals and business owners who meet the following criteria:

Incorporated with $200K+ in annual income or retained earnings

Paying substantial corporate or personal income taxes

Want flexibility and ongoing access to capital inside your corp

Looking for strategies your CPA supports but doesn't specialize in

See It In Action

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.

Read the Case Study

Let's Talk About Your Corporation

Book your free Gap Analysis. In 30 minutes, we'll review your corporate structure, identify where you're losing money to unnecessary tax, and tell you honestly whether we can help.