Keep What You Build

Your personal life insurance policy covers your family. But what about your business? In this episode, Martin Ochwat sits down with Greg Rozdeba, Co-Founder & CEO of Dundas Wealth, to break down the gap between personal and business coverage — and why most business owners are unknowingly exposed. You'll learn what falls through the cracks when you only have personal coverage: key person in...

You've got money sitting inside your corporation. Maybe it's $200K, maybe it's a million. You know you should be doing something with it — but nobody's ever walked you through all the options. In this episode, Martin sits down with Paige Motamedi of Hall Life Insurance Corporation — 22 years in the industry, backed by a firm with nearly a century of experience working with Canadian...

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: lice...

Your corporation earned passive income. Now the government wants a bigger cut of it — and most business owners don't see it coming. In this episode, Martin sits down with Michael Baker, CPA, to break down Corporate-Owned Life Insurance (COLI) — the strategy accountants use to legally shelter passive income, access tax-free cash, and build wealth inside your corporation. What we cover: • What t...

If your business partner died tomorrow, who would own their shares? If you don't have a funded buy-sell agreement, the answer might surprise you. Martin Ochwat sits down with Ben Corriveau (Founders Wealth) to break down buy-sell agreements — what they are, the three types, how life insurance funds them, and what actually happens to a business when a partner dies without one. What's covere...

Most Canadian business owners have an accountant, a lawyer, maybe a financial advisor — but nobody is looking at the full picture. That's where the blind spots form. In the first episode of Keep What You Build, Martin Ochwat sits down with Greg Rozdeba (President, Dundas Wealth) to break down the 5 tax blind spots he sees costing incorporated business owners thousands every year. The 5 blind spots...