Greg Rozdeba

07/17/2026

Marnie Heffner said something on the new episode that stuck with me: insurance carriers jump on bandwagons — but a trending benefit isn't automatically the right one for YOUR team.

Real plan design starts with knowing your people. Clip from Ep 7 of Keep What You Build 👇 Full episode (link in bio).

07/17/2026

"It's just group benefits — set it and forget it." Marnie Heffner explains why that mindset is costing business owners money, on the new episode of Keep What You Build.

Here's why 👇 https://youtu.be/FEsBeNN9Zwg

07/17/2026

The questions job candidates ask have changed — it's not just pay and vacation anymore, it's "do you have a benefit plan?" Marnie Heffner breaks down why employers who can't answer yes lose good people.

Clip from Ep 7 👇 Full episode (link in bio).

07/15/2026

"How much does life insurance cost?" is the wrong first question.

The right one: "How much would my family need if I wasn't here?"

Start with the number that actually matters — your mortgage balance, your income, your kids' futures. Then find coverage that meets that number. The cost follows from there.

Most Canadians who start with price end up underinsured. Most who start with need end up surprised by how affordable the right coverage actually is.

Ask the better question first.

Get your free quote at dundaslife.com

07/14/2026

Not all life insurance policies are created equal — and the difference in price can be significant.

Same coverage. Same term length. Different insurer. Sometimes a 30-40% difference in premium.

That's why using a broker matters. Dundas Life compares quotes from 20+ Canadian insurers and finds the rate that fits your situation — not the one that pays us the most.

Get your free quote at dundaslife.com

07/13/2026

A business owner in his 70s built a multimillion-dollar real estate portfolio — but without a plan, estate taxes could have forced his family to sell properties just to pay the CRA.

Instead, we structured a corporate-owned life insurance policy funded by idle cash flow.

The result: debts cleared, multimillion-dollar wealth transferred tax-free, and the entire portfolio stays intact.

That's the Capital Dividend Account doing exactly what it's designed to do.

▶️ Full video: https://youtu.be/EXeoR1skJxM

07/10/2026

Miss the CDA election — Form T2054 — or pay out more than your balance covers, and the CRA charges a 60% tax on the excess.

I break down the most common (and costly) CDA mistakes in his latest video.

▶️ Full video: https://youtu.be/EXeoR1skJxM · Book a free strategy call: dundaswealth.ca/apply

07/09/2026

$700K in retained earnings. A $1.5M policy. 29 years of premiums.

By the time the death benefit paid out, it had grown to $1.8M — and almost all of it flowed to the family completely tax-free.

That's the Capital Dividend Account in action. Full video — link in bio.

07/09/2026

There's an account inside your corporation you've probably never heard of — and it could be the most powerful tool for moving wealth to your family, tax-free.

I break it all down in my latest video: what it is, how it's funded, a real example with the numbers, and the mistakes that trigger a 60% CRA penalty.

▶️ Watch now: https://youtu.be/EXeoR1skJxM

The Tax-Free Account Hiding Inside Your Corporation📅 Book a free ...

07/08/2026

There's an account inside your corporation you've probably never heard of.

It doesn't show up on your balance sheet. Your bookkeeper might not even know it exists.

But it could be the most powerful tool for moving wealth out of your corp — tax-free.

Full video drops TOMORROW, 9am. 🎥