Dundas Wealth

08/31/2026

Two insurance advisors retire in Canada for every one who enters the business. The average advisor is now in their 60s.

Yusudan Ren of Prospr by Sun Life on what that means for young families trying to get covered.

▶️ https://www.youtube.com/watch?v=yIKivmImlDg

08/28/2026

One skipped blood test. A cancelled application. A $32/month policy that never
took effect.

Yusudan Ren of Prospr by Sun Life shares the story on Episode 10 of Keep What
You Build. (Premiums are individual — that figure was this family's.)

▶️ https://www.youtube.com/watch?v=yIKivmImlDg

08/27/2026

You can buy life insurance at Costco now. Should you?

New episode of Keep What You Build — Martin and Greg sit down with Yusudan Ren
of Prospr by Sun Life on where digital insurance genuinely works, and where it
quietly fails Canadians.

▶️ https://www.youtube.com/watch?v=yIKivmImlDg

08/26/2026

Life insurance. At Costco. Somewhere between the rotisserie chicken and the
40-pack of paper towels.

Yusudan Ren of Prospr by Sun Life on retail giants entering insurance and what it actually means for Canadians.

Full episode drops tomorrow at 9 AM. 🎙️

08/24/2026

"That's how you end up paying 20 to 30% more than you need to. Every single year."

Renewal pricing isn't as fixed as most business owners think. Greg explains how it actually works — and why shopping it every year matters. Clip from the new video 👇

▶️ Full video: https://youtu.be/iFqWH63jfr8 · Book a free strategy call: dundaswealth.ca/apply

08/20/2026

"A standard group benefits plan covers six areas — and it's a lot broader than just health and dental."

Clip from today's new video 👇 Full video: https://youtu.be/iFqWH63jfr8

08/20/2026

🎙️ New video is live.

Renewal letter just landed with a 20% jump? Or thinking about offering group benefits for the first time? Greg breaks down what actually drives your renewal pricing, the mistakes costing business owners thousands, and a real case study — one Ontario business owner cut his premiums 28% and saved over $14K a year.

▶️ Watch here: https://youtu.be/iFqWH63jfr8

08/19/2026

"Losing even one good employee costs you 50–200% of their annual salary."

If you're not offering group benefits, that's not a savings — it's a hidden cost. New video from Greg drops tomorrow at 9am. Preview 👇

08/19/2026

Today at 12 PM ET. Last chance to grab a live seat: What Should the Cash in Your Corporation Actually Be Doing? — with Greg Rozdeba + Ben Corriveau.

Free · 60 min · live Q&A.

👉 https://www.dundaswealth.ca/webinar-aug-19?src=fb-dw

Join Ben Corriveau of Founders Wealth and Greg Rozdeba for a free live webinar August 19 — what incorporated Canadian business owners should do with retained earnings, the corporate-owned life insurance structure, and tax-free wealth transfer. Real cases. Free strategy session.

08/18/2026

Here's how it works in practice.

A incorporated professional puts $500,000 in after-tax retained earnings into a corporate-owned whole life policy. The policy grows tax-sheltered. When the insured dies, the full death benefit credits the Capital Dividend Account.

The corporation pays it out to the family — 100% tax-free. No probate. No estate tax. No waiting.

That same $500,000 pulled out as dividends? CRA takes 30-40% first.

Same money. Very different outcome.

Book a free strategy call at dundaswealth.ca/apply