A free live hour for incorporated Canadian owners: the six places that cash can go, and the honest trade-off on each.
With Greg Rozdeba + Jeff Sagert · ~45 min + live Q&APast $50,000 of passive income, the CRA starts clawing back your small business deduction. Most owners are never told.
Illustrative. Corporate investment income is taxed at roughly 50% in Ontario; part is refundable later.
How crossing $50,000 of passive income shrinks your small business deduction, and how owners structure around it.
The corporate-owned structure in plain language: the money stays invested while it funds a tax-sheltered policy, with little net cash leaving the corporation.
How the CDA moves corporate wealth to your family with little or no tax, and why most owners aren't using it.
Greg frames each case and asks the questions you're already thinking. Jeff Sagert walks through the retained-earnings cases.
The only thing offered on the webinar is an optional free 30-minute session with Jeff Sagert on your own numbers — no pressure, no obligation.
Save My Seat — FreeWed October 28, 2026 · · Zoom · Free
Live only. The recording goes to the people who were in the room. If you can't make it, register anyway and we'll tell you about the next session.
Come live if you can: the Q&A is live-only, and early on we work out your own number in the chat.
Live only. The recording goes to the people who were in the room. If you can't make it, register anyway and we'll tell you about the next session.
Nothing is sold on the webinar. It's a 45-minute education session with live Q&A, and at the end we offer an optional free 30-minute session with Jeff on your own numbers. We charge no fee for the session. If a plan involves a life insurance policy, the insurer pays us a commission built into the policy. If your cash is better off where it is, Jeff will tell you that.
No. This is a corporate-owned life insurance structure used by large corporate balance sheets for decades, operating under sections 89 and 148 of the Income Tax Act. We make it accessible to incorporated small business owners.
Most haven't — accountants file what happened; this is the decide-before-it-happens layer. Your accountant is welcome to join you on the free 30-minute session, and if the tax side of your picture needs a closer look, Jeff will introduce you to a tax partner (a CPA or tax planner, depending on what the file needs).
Yes — please do. Live only. The recording goes to the people who were in the room. If you can't make it, register anyway and we'll tell you about the next session.
Dundas Wealth places business in Ontario, Alberta and British Columbia. If you're in another province, register anyway — we'll connect you with the right advisor for your situation.
