DL Wealth

05/22/2026

Not everyone should use corporate owned life insurance. Here's who it actually makes sense for — and who it doesn't.

Clip from Ep 3 of Keep What You Build with Michael Baker.

Full episode: https://youtu.be/fcNFIde8Z5Q

05/21/2026

Episode 3 is live. 🎙

Greg + Michael Baker on corporate owned life insurance — how retained earnings go in tax-sheltered, grow inside the policy, and come out to your family completely tax-free through the Capital Dividend Account.

Real numbers. Real case study.

https://youtu.be/fcNFIde8Z5Q

05/20/2026

If your retained earnings are sitting in a corporate savings account, they're losing ground twice.

First, inflation erodes the purchasing power. Then, when you finally take the money out, you pay tax on it again on dollars that were already taxed when they went in.
There's a better place for those dollars. A corporate-owned permanent policy lets after-tax corporate funds compound tax-sheltered, with a tax-free exit through the Capital Dividend Account.

Your retained earnings should be building wealth. Not waiting to be taxed again.

Book a free Gap Analysis → dundaswealth.ca/apply?

05/20/2026

Episode 3 of Keep What You Build drops tomorrow at 9 AM.

Michael Baker joins Greg on corporate owned life insurance — tax-sheltered growth, the Capital Dividend Account, and how the death benefit reaches your family completely tax-free.

Watch tomorrow: https://youtu.be/fcNFIde8Z5Q

05/19/2026

One week until our free live training — How to Buy Real Estate, Through Your Corporation, and Transfer the Wealth Tax-Free.

Tuesday May 26 · 12 PM ET

Register: dundaswealth.ca/webinar-may-26

05/11/2026

4x more likely than death during your working years — and most business owners don't have a plan for it. Full episode → https://youtu.be/znZg0sQO8Ns

05/08/2026

"99% of the time, the spouse doesn't want to be in the business. They just want what's owed to them."

Full episode → https://youtu.be/znZg0sQO8Ns

05/07/2026

What would happen to your business if your partner died tomorrow?

Most business owners don't have an answer — and that's the problem.

Martin and Ben Corriveau break down buy-sell agreements in 25 minutes: the 3 types, how life insurance funds them, and what happens when you don't have one.

Worth a watch if you have a business partner.

🔗 https://youtu.be/znZg0sQO8Ns

05/05/2026

If your business partner died tomorrow — who owns their half? Full episode drops Thursday.

04/30/2026

What would happen to your business if your partner died tomorrow?

Most business owners don't have an answer — and that's the problem.

Greg breaks down buy-sell agreements in 10 minutes: the 3 types, how life insurance funds them, and the mistakes that make existing agreements useless.

Worth a watch if you have a business partner.

🔗 https://youtu.be/xAYT3MgGKh4

What Happens When Your Business Partner Dies? | Buy-Sell Agreements Canada

04/09/2026

Most incorporated professionals know they're paying a lot in tax. Few realize how much is slipping through twice.

Your corporation pays tax on income earned. Then when you take money out as salary or dividends, CRA takes another cut. Without a strategy in place, 30–50% of your retained earnings can disappear before it ever reaches you or your family.

Corporate-owned life insurance is one of the most effective ways to break that cycle — moving after-tax corporate dollars into a tax-sheltered structure that pays out tax-free through the Capital Dividend Account.

It's not a loophole. It's how the tax code is designed to work. Most accountants just don't specialize in it.

Book a free strategy call at dundaswealth.ca/apply