Live Sessions

Free Live Sessions for Incorporated Business Owners

One-hour sessions on Zoom for incorporated Canadian business owners, with Dundas Wealth advisors and guest specialists. Free to attend, with live Q&A.

Free live sessions · through Nov 18

Upcoming Live Sessions

28Oct
What Should the Cash in Your Corporation Actually Be Doing?
Wed 7 PM ET
18Nov
Year-End Tax Moves for Incorporated Owners: Before Dec 31
Wed 7 PM ET

The next live sessions are being scheduled. In the meantime, watch the on-demand masterclass.

Live only — recordings go to attendees. Come live if you can: the questions from the room are the best part.

On demand

Can't Wait for the Next One?

Start with the on-demand masterclass, or browse the past sessions.

On-demand masterclass

What Should the Cash in Your Corporation Actually Be Doing?

The $50,000 passive-income line, the corporate-owned structure most owners are never shown, and the trade-offs of each option. Watch any time.

Watch the masterclass →

Replay library

The Sessions, in One Place

Past sessions on corporate structure, pensions, real estate and corporate cash, plus the live schedule.

Open the replay library →

How we're paid

The 15-minute call is free. We're paid by the insurance carrier if and when a policy is placed. No planning fee. Your accountant is welcome on any call after the first.

Dundas Life Inc. (FSRA #37628M) · Verify our principal's licence with FSRA

Want It on Your Own Numbers?

A session shows the options. A 15-minute call with Greg shows which ones fit your corporation, and if nothing needs doing, you'll hear that too.

Book a Free 15-Minute Call

Free. No commitment. Takes 15 minutes.