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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

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

09/25/2026

In Canada, tax-free is rare. Frank Restorick, CFP®, counts the list on one hand: your principal residence, your TFSA, and a couple of strategies around corporate life insurance. The one most owners forget is their small business deduction. Taking full advantage is a huge planning move, but there are steps to set it up right.

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

09/24/2026

Banks love lending against corporate-owned whole life insurance. Frank Restorick, CFP®, explains why: a guaranteed dividend every year, a death benefit that clears the loan, easily assigned as collateral. "It has the insurance component for sure, but it also acts as an asset."

The caveat: you have to be healthy enough to qualify, and some people wait too long.

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

09/24/2026

Ep 12 is live: Your Business Is Not a Retirement Plan, with Frank Restorick, CFP®.

Who's going to buy it, and for how much? Frank walks through what to do when the answer is silence: the exit runway, diversifying without gutting the business, corporate-owned life insurance as an asset, and the passive income problem most owners never track.

▶️ https://youtu.be/A8txq_w5FR0
Book a free strategy call: dundaswealth.ca/apply

Address

125-720 King Street West, Suite 157
Toronto, ON
M5V3S5

Telephone

+18885053388

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