What incorporated Canadian business owners should actually be doing with the cash piling up in their corporation — walked through with real client cases.
Live with Greg Rozdeba, CEO of Dundas Wealth, and Ben Corriveau of Founders Wealth.
Limited live seats · 48-hour replay for registrants · Live-only Q&A + bonus bundle
The Real Question
If you're incorporated, you've probably got retained earnings piling up — in a GIC, a market account, maybe real estate. And you've wondered: is this really the best it can do?
For most owners, the honest answer is no. Worse — once corporate passive income crosses $50,000 a year, the CRA quietly claws back your small business deduction, and most owners are never told. This session shows what a small group of incorporated owners are doing instead.
What You'll Walk Away With
Why retained earnings can stay invested while also funding a tax-sheltered structure — with no net cash leaving the corporation.
The corporate-owned life insurance structure real incorporated owners are using — explained in plain language, not jargon.
How the CDA transfers corporate wealth to your family completely tax-free — and why most owners aren't using it.
How crossing $50k in corporate passive income costs you the small business deduction — and how to structure around it.
Your Hosts
Partner at Founders Wealth (Toronto), advising incorporated Canadian business owners on corporate insurance and tax-efficient wealth strategies. Ben walks through the retained-earnings cases — where the money sat, what got rebuilt, and what the owners keep.
Who This Is For
Client Stories
"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."
"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."
"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."
This live session is for you if:
Wednesday, August 19, 2026 — 12:00 PM ET / 9:00 AM PT
Free. 60 minutes. Limited live seats — and a 48-hour replay for anyone who can't make it live.
Book a strategy session within 48 hours of the webinar and get the Wealth & Tax Advantage Bundle — calculator, course, guide, and audit ($3,000+ value) — at no cost.
Questions