Let's Talk Partnership

Pick a time below. We'll walk through how we work with CPA firms, what the Gap Analysis looks like on a real client file, and where the boundaries sit. Your client relationship stays yours.

You are using the website of © 2026, Dundas Life Inc. (FSRA #37628M), operating as Dundas Wealth. Dundas Wealth is a licensed insurance brokerage that specializes in corporate tax optimization, retirement planning, and estate protection strategies for incorporated professionals and business owners. We broker life insurance and financial products from several Canadian insurance companies as part of coordinated, tax-efficient wealth strategies. Dundas Wealth currently services clients in Canada, specifically in the provinces of Ontario, Alberta, and British Columbia. Financial documents and contracts are made between the financial company and the end user. Prices may vary based on individual factors such as age, health, and smoker status. Please reference the final issued documents for more details.

Let's Talk Partnership

Pick a time below. We'll walk through how we work with CPA firms, what the Gap Analysis looks like on a real client file, and where the boundaries sit. Your client relationship stays yours.

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