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Keep What You Build Podcast
Presented by Dundas Wealth
Corporate tax strategy. Estate planning. Wealth protection. The conversations that usually happen behind closed doors — in plain English.
Presented by Dundas Wealth
Corporate tax strategy. Estate planning. Wealth protection. The conversations that usually happen behind closed doors — in plain English.
You have an accountant. A lawyer. Maybe a financial advisor. But who's looking across all of it — your corporate structure, tax strategy, insurance, and estate plan?
Keep What You Build is the show that sits in that gap. Each episode breaks down one strategy with real numbers — the kind of conversations that usually cost $500/hour. We're giving them away for free.
Built for incorporated professionals and business owners across Canada.
Years Experience
Clients Served
Coverage Quoted
Provinces Served
Episode 07
Marni Hefner (Director, IDC WIN Workplace Solutions — 25 years in group benefits) on what's actually driving your renewal up, why no two plans should look the same, and the plan structures and emerging benefits most advisors never mention.
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Episode 06
Greg Rozdeba (Co-Founder & CEO, Dundas Wealth) on the 4 business risks your personal policy doesn't cover — partner buyout, corporate debt, key person revenue, and the deemed disposition tax bill at death.
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Episode 05
Paige Motamedi (Hull Life Insurance, 22 years in the industry) on what to actually do with the cash sitting in your corporation — the $50K passive income trap, your real options, and how corporate-owned life insurance keeps your small business deduction intact.
Full Episode DetailsSalary vs. dividends isn't a one-time decision. We'll show you what the wrong structure is costing you annually.
Holding company, trust, estate freeze — most profitable businesses should have them. Most don't.
When your accountant, lawyer, and insurance advisor work in silos, money falls through the cracks.
Without a coordinated estate plan, your family inherits a tax bill — not a business.
Most incorporated professionals overpay CRA by six figures over their career without realizing it. This guide breaks down the strategies we use with clients to reduce corporate tax, create tax-free retirement income, and transfer wealth without triggering a massive estate bill.
Grew Dundas to $5B+ in coverage facilitated. Led a Toronto insurtech to $7.6M in venture capital. Focuses on tax-sheltered strategies for incorporated business owners — the cases most advisors can’t structure.
“I got into this business because I saw business owners leaving hundreds of thousands on the table with their accountant’s default advice.”
Built the technology and marketing engine behind Dundas. A serial entrepreneur with deep fintech experience, he designed the systems that let Dundas serve business owners across Canada without the bureaucracy of a traditional firm. Runs strategy, operations, and client experience.
“We built Dundas Wealth because the best tax strategies in Canada were trapped behind a wall of jargon and gatekeeping. We opened the door.”
Years Experience
Clients Served
Provinces Served
Each episode features a licensed broker from across Canada sharing real strategies they've used with clients. If you're in our network and want to build your personal brand, fill out the form and we'll be in touch.
Your client relationship is always yours.
