Your accountant is great at what they do. So why have they never mentioned corporate-owned life insurance — or the tax strategies that come with it?

In this episode, Martin sits down with Greg Rozdeba, Co-Founder & CEO of Dundas Wealth, to explain why these strategies rarely come up with your accountant — and it's not what you'd think. It's a scope issue, not a competence one: licensing, time, and specialization keep most CPAs out of the insurance side, even when there's real money on the line.

What we cover: • Why "my accountant would have told me" is usually the wrong assumption • The real reasons CPAs don't raise insurance — time, licensing, liability, and specialization • The four areas insurance quietly handles: corporate-owned life insurance, estate planning, retirement strategies (IRPs/IPPs), and funded buy-sell agreements • Why you should start with a specialist, then bring your accountant in to scrutinize the proposal • What it looks like when the advisor and accountant actually collaborate

If you're a Canadian business owner with retained earnings or passive income inside your corporation, this one is worth your time.

Book a free strategy call: dundaswealth.ca/apply

Keep What You Build is presented by Dundas Wealth. The content in this podcast is for educational purposes only and does not constitute financial, tax, or legal advice. Always consult a qualified professional before making financial decisions.