You have an accountant, a lawyer, maybe an advisor. But who's looking at the full picture? In 45 minutes, we'll show you the gaps when nobody coordinates — and what they cost.
What You'll Learn
Most Canadian business owners have professionals in their corner — accountants, lawyers, advisors. But when those professionals work in silos, gaps form. And those gaps cost you.
Most owners choose salary or dividends once and never revisit it. That quietly costs tens of thousands.
Most profitable businesses should have a holding company and trust. Most don't — because nobody brought it up.
If your partner dies tomorrow, who buys their share — and with what money? Most owners can't answer that.
Cash sitting in your corp gets taxed at 50%+ as passive income. There are structures to shelter it — most advisors never mention them.
Without a plan, CRA is your largest beneficiary. We'll show how to transfer wealth to your family — not the government.
The Hidden Problem
You've heard it — "be the bank," "velocity banking," "borrow from your life insurance." These fix one gap and create another. Without a coordinated strategy, you're guessing.
Save My SeatYou pour cash into a single product and drain operating cash flow. Capital locked up for 15 years isn't a strategy — it's a bet.
One-product solutions address tax-sheltered growth but ignore corporate structure, estate planning, and insurance risk. That just moves the gap.
Unmanaged complexity is. Without coordination between your accountant, lawyer, and advisor, blind spots form — and they cost millions.
Your Hosts
Gregory is a corporate wealth strategist and the founder of Dundas Wealth, one of Canada's fastest-growing digital advisory firms. He advises Canadian business owners on structuring corporate assets for tax efficiency, estate protection, and wealth transfer. Greg moderates the webinar and connects the dots between the strategy and your situation.
Michael has spent 25+ years advising Canadian business owners on the gaps their existing advisors miss. As a CPA, CFP, and Trust & Estate Practitioner, he's the rare advisor who looks across corporate structure, tax planning, insurance, and estate planning — all at once. He's the one who'll walk you through the five gaps and what to do about them.
The Possibilities
Instead of paying four professionals who never coordinate, imagine one strategy that looks across everything.
Holding company, trust, estate freeze — tools most profitable businesses should have. We'll show what's missing.
Salary vs. dividends should be reviewed annually, not set and forgotten. The structure changes as you grow.
Shareholder agreements, key-person insurance, buy-sell — your family inherits the business, not a tax bill.
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."
Free. 45 minutes. No pitch — just the gaps and what to do about them.