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Dundas Wealth We empower Canadian business owners, professionals & affluent families to achieve financial freedom.

10/10/2026

A Thanksgiving weekend question: do you know the names of your great-grandparents?

Mark Halpern asks what would change if a $10,000 cheque arrived from one of them every January. You'd remember the name.

▶️ Full episode: https://youtu.be/WRw0PA4Uwbk

10/09/2026

A $1.5 million term policy the client was about to cancel, and he'd become uninsurable. Mark Halpern, CFP, TEP, explains how it was converted and donated to a Canadian university instead, and why an old policy isn't always worthless.

▶️ Full episode: https://youtu.be/WRw0PA4Uwbk

10/08/2026

"Giving to charity is not about disinheriting your kids. It's about adopting causes you care about and disinheriting the tax department." Mark Halpern, CFP, TEP, on the incentives the government offers to give, and why almost nobody talks about them.

▶️ Full episode: https://youtu.be/WRw0PA4Uwbk

Ep 13 is live: Disinherit the CRA, with Mark Halpern, CFP, TEP, MFA-P.Every estate has three possible heirs: family, cha...
10/08/2026

Ep 13 is live: Disinherit the CRA, with Mark Halpern, CFP, TEP, MFA-P.

Every estate has three possible heirs: family, charity and the government. Mark shows how business owners can choose family and charity, including four ways a life insurance policy can turn a tax bill into a gift.

▶️ Watch: https://youtu.be/WRw0PA4Uwbk

Tonight at 7 PM ET: the Individual Pension Plan, explained for incorporated owners.In 45 minutes, Greg Rozdeba and Frase...
10/06/2026

Tonight at 7 PM ET: the Individual Pension Plan, explained for incorporated owners.

In 45 minutes, Greg Rozdeba and Fraser Lang (SVP, GBL Inc.) cover:

→ Why your RRSP limit is the same at 30 and 60, and how an IPP's limit rises with age
→ The past-service catch-up most owners have never heard of
→ What it costs, what gets locked in, and who shouldn't do one

Bring your questions. The Q&A is live.

Tonight · 7 PM ET / 4 PM PT · Free

Registration link in the first comment.

Incorporated. Over 40. Paying yourself a T4 salary.If that's you, there is a retirement structure built for your situati...
10/05/2026

Incorporated. Over 40. Paying yourself a T4 salary.

If that's you, there is a retirement structure built for your situation: a defined-benefit pension your corporation sponsors, with contribution room calculated from your age instead of a flat cap. The corporation makes the contributions and deducts them.

For the right person it's excellent. For everyone else it's overkill. Tomorrow night's session tells you which one you are, including the costs, the lock-in, and who shouldn't bother.

With Greg Rozdeba (CEO, Dundas Wealth) and Fraser Lang (SVP, GBL Inc., IPP specialists).

Tue Oct 6 · 7 PM ET / 4 PM PT · Free · Live Q&A

Registration link in the first comment.

A 30-year-old employee and a 60-year-old business owner get the exact same RRSP limit.18% of income, capped, whether ret...
10/02/2026

A 30-year-old employee and a 60-year-old business owner get the exact same RRSP limit.

18% of income, capped, whether retirement is 35 years away or five.

If you're incorporated, over 40 and paying yourself a salary, there is a structure where the limit is calculated from your age instead. It rises every year, and your corporation funds it and deducts the contributions. It's called an Individual Pension Plan, and most owners have never had one explained to them.

On Tuesday, Greg Rozdeba and Fraser Lang (SVP, GBL Inc., IPP specialists) walk through how it works, what it costs, and who shouldn't bother.

Tue Oct 6 · 7 PM ET / 4 PM PT · Free · Live Q&A

Registration link in the first comment.

09/29/2026

"My business is my retirement plan." Frank Restorick, CFP®, hears it every week. Then he asks: who's going to buy it, and for how much? That's usually where the room goes quiet.

Where a real plan starts: when you want out, what income you need, and what's already in your RRSP, TFSA and CPP.

▶️ Full episode: https://youtu.be/A8txq_w5FR0

09/28/2026

How a corporate-owned policy actually works, from Frank Restorick, CFP®: move retained earnings into the contract, it compounds tax-free with a guaranteed annual dividend, and you can borrow against it for real estate or anything else. Funded with corporate profits, so it's built for incorporated owners.

▶️ Full episode: https://youtu.be/A8txq_w5FR0

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125-720 King Street West, Suite 157
Toronto, ON
M5V2T3

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