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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 01
Greg Rozdeba breaks down the 5 blind spots he sees costing incorporated business owners thousands every year — from unfunded buy-sell agreements to the corporate cash trap — because nobody connected the dots.
Full Episode Details
Episode 02
Most partnerships don't have a funded buy-sell agreement. Ben Corriveau walks through what actually happens to a business when a partner dies — the 3 types of agreements, how life insurance funds them, and how to prevent a crisis.
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Episode 03
Michael Baker (CPA, CFP, TEP) breaks down corporate-owned life insurance from first principles — the passive income trap, the $50K SBD threshold, and how the Capital Dividend Account moves money to your family completely tax-free.
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.
