Become a Dundas Broker | A Brokerage That Gives Brokers a Business
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A Brokerage That Gives Brokers a Business.

For licensed life advisors in Ontario, Alberta and BC who want business-owner cases: we generate the demand, fund the ads and book the appointments into your calendar — flat platform fee, and a 50/50 split only when a policy closes.

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Licensed Canadian brokerage · FSRA #37628M
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8+ appointments a month, in writing
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Keep your MGA

For licensed Canadian life brokers · Application required

$1M+
Closed by our own team on these programs
27,000+
Canadian quote requests
4,800+
Business owner enquiries generated
24
Hand-picked Canadian brokers — and growing

Business-owner appointments, qualified and booked into your calendar — guaranteed in writing.

The real problem

You Don't Have a Sales Problem.
You Have a Calendar Problem.

No matter how good you are across the table, you can't close a calendar that's empty. Here's what's actually draining your pipeline.

Shared leads that already burned you

The same name sold to four brokers — so you were dialing a number three people already called. You weren't closing; you were racing.

Cold-calling that eats your week

Hours of dials to book a single appointment. You got licensed to advise clients, not to grind a phone list nobody asked to be on.

A warm market that's run dry

Friends, family, and referrals carried you for a while. Then the well ran out — and there was no system underneath to replace it.

It's not you.

In our experience, advisors who leave this business rarely go because they couldn't sell. They go because they ran out of people to sell to. It's not a sales problem. It's an infrastructure problem.

The difference

We're Not a Lead Vendor.
We're Your Growth Partner.

Others sell coaching courses or shared lead lists. We're a licensed Canadian brokerage that books exclusive appointments on your calendar — keep your MGA; we add the demand.

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Demand From Our Own Brands

Business owners who came to Dundas Life or Dundas Wealth and asked for help — a flywheel a marketing agency can't rent you.

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We Carry the Ad Spend

Every ad dollar is ours — you never buy a lead. A flat monthly platform fee, then 50/50 only when a policy closes; exact numbers on the fit call.

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Built by Brokers, Not Marketers

We started as a brokerage. Our own team and founding advisors closed $1M+ running the exact programs you'll run. We built every piece because we needed it first.

The moat

Where Your Appointments Actually Come From

Your appointments aren't bought from a third-party list. They're booked with Canadians who came to Dundas Life or Dundas Wealth — our own consumer brands — and asked for life-insurance help. They raised a hand.

On the call, we'll show you a real, recent example.

27,000+
Canadian quote requests
4,800+
Business owner enquiries
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Our consumer brands run the marketing

Dundas Life and Dundas Wealth invest in ads, video, YouTube, and our podcast to reach real Canadians every day.

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A Canadian raises a hand

They request a quote or ask for life-insurance help — high-intent, never freebie-bait.

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It's assigned to one broker — you

Fresh, exclusive, never resold. You compete with no one for that name.

The honest comparison

Four Ways to Buy Growth.
Only One Delivers the Meeting.

No names, no cherry-picked screenshots — just how the four models you're already comparing actually work. Judge the columns yourself.

Swipe the table to see the Dundas column →

Lead Vendors Coaching Programs AI Software Platforms Dundas Brokers
What lands in your hands A list of names & numbers — often sold to several agents A curriculum and a community — clients not included A dashboard, an AI assistant, and a setup checklist Booked appointments on your calendar — one broker per prospect, never resold
Who does the calling & chasing You You — the method is the product An AI — that you configure, feed, and supervise Our setters dial, follow up, and book for you
How you pay Upfront, per name — ad cost baked in Thousands upfront for training — plus your own ad budget Monthly software fee, plus your own ad spend We carry the ad spend — flat platform fee, then 50/50 when a policy closes
When it doesn't deliver Refund fights over "bad leads" "You didn't follow the system" Money-back terms on the tool — never on the pipeline Written appointment guarantees, with make-goods
Who's behind it A marketing company A course creator A software company A licensed Canadian brokerage that runs these programs on its own book first
Who pays for the ads? You You You We do
Are they a licensed brokerage? No No No Yes — FSRA #37628M

A lead vendor or an agency can send you a name. You still need a brokerage, a case-design desk and someone who carries the compliance file. That's the part we are.

How it works

Generate. Assign. Close. Split.

Four steps. Terms in writing before you sign.

1

We Generate the Demand

Dundas Life and Dundas Wealth — our own consumer brands — produce high-intent business-owner prospects every day.

2

Assigned to You Alone

Onboarding takes 24–48 hours, and your first booked appointment lands within your first week.

3

You Advise & Close

Work your appointments with a full CRM, AI follow-up, and weekly coaching behind you.

4

50/50 When It Closes

Our 50/50 share applies only when a policy from our appointments closes. Exact terms on your fit call.

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See real appointment volume in your province.

A straight-talk call where we walk the model, the math, and the exact fee — before you decide anything.

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Your built-in platform

A Growth Platform — Layered Onto What You Already Have

The part you can't get anywhere else is the demand. The tools below make sure none of it slips.

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The Demand Engine

Qualified, booked appointments generated inside our own consumer brands — the one thing a marketing agency can't replicate. Everything else exists to support it.

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CRM & Power Dialer

Your own CRM, a built-in power dialer, and email/SMS automations — set up for you so no prospect slips through the cracks.

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Your AI Copilot

AI follow-up, AI quoting, and an AI appointment setter handle speed-to-contact and the busywork — so your time goes to advising and closing.

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Complex-Case Backup

On a corporate or complex file, a senior advisor from our team can join the client call with you — or pair you with an experienced partner broker to close it.

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Additive, Not a Switch

Your MGA gives you products and compliance. We give you clients. You change nothing about how you're contracted — keep your codes and your book exactly as they are.

Ownership

You Own Your Practice

Every policy is written under your code with your MGA. The business you bring yourself stays yours.

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Written under your own code & MGA

You're the servicing advisor on the file, contracted exactly as you are today.

✓

50/50 only on Dundas-sourced cases

The split applies to the cases our appointments produce. It's the back-end share that replaces a per-lead bill — not a tax on your whole practice.

✓

Your warm market stays yours

We don't touch the clients you source on your own.

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You own the client relationship

If you leave, your book and servicing rights go with you. Exact details on your call.

Weekly Coaching and Canadian Tax Expertise, Built In

Live case reviews every week, plus a Canadian corporate-tax methodology no US program can bolt on.

Greg Rozdeba, coaching Dundas Brokers
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Weekly Coaching With Greg

Greg Rozdeba (LLQP, MDRT qualifier) runs live case strategy with brokers every week — a high producer who's actually closed Canadian cases, not a hired script reader.

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Corporate Wealth Shield™

Our proprietary Canadian corporate-tax methodology — COLI, CDA, and buy-sell strategy most generalist advisors and even CPAs don't know. A tax strategy, not an "investment."

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Complex-Case Backup

Technical support from our in-house tax and case specialists — so you can take cases that used to be out of reach.

The math

The Real Numbers — Honest, Not Hyped

Real broker results, and the honest version of the economics. No rounding up, no guarantees.

$68,716
Harper — first 8 months

A fast-ramp story: Harper wrote $68,716 in commission in his first eight months working Dundas appointments. Proof of what a steady pipeline can do early, when you work it consistently.

$81,530
Ben — first year

Ben earned $81,530 in commission in his first year on the program — built case by case, with coaching and exclusive appointments behind him the whole way.

The honest math underneath

  • ✓Business Owner Program: fewer appointments, far bigger cases. Your share depends on how you work the file — a smaller term policy might be a few hundred to ~$1,500, while a full Corporate Wealth Shield™ corporate case can run $6,500 to $25k–$50k+.
  • ✓The timeline. Business-owner cases are a longer sales cycle; most advisors are profitable by their second quarter in the program. We coach you to a steady pipeline.
  • ✓We'll run your real numbers on the call — how many appointments, your expected close rate, and what you'd actually take home — with no rounding up.

Individual results — not a guarantee of income. The figures above are illustrative results from individual brokers, not a promise of what you'll earn; your production depends on you. Life insurance is a tax strategy and wealth-transfer tool — never an investment.

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Want to model it yourself? Plug your own close rate and case size into the Appointment Math Calculator.

Questions brokers actually ask

Got Questions? We've Got Straight Answers.

The lead that burned you was probably shared — the same name sold to four brokers. Our appointments come from Canadians who asked Dundas Life or Dundas Wealth for help, booked for one broker and never resold. On the call we'll show you a real, recent example.
No. Keep your MGA, your carrier codes and your book. We layer appointments, tech and coaching on top; you change nothing about how you're contracted.
You're the broker of record, not us. The 50/50 split applies only to cases our appointments produce; if you leave, your book and servicing rights go with you.
Ontario, Alberta and British Columbia today. On the call we show you current volume in your province and tell you straight whether there's room for another broker.
Those platforms sell you a subscription: you still fund the ads, configure the AI and fix the pipeline when it runs thin. We start from the other end — the demand already exists inside our own brands, our team books it, and what reaches you is a meeting. Their guarantee refunds the tool; ours is written in appointments, with make-goods.
No. No downline, no overrides, no recruiting, no team-building. You close your own cases. Full stop.
A senior advisor from our team can join the client call with you — or pair you with an experienced partner broker — with our in-house tax and case specialists behind you.
A business owner who was qualified on our criteria (incorporated, retained earnings or income above our threshold, a stated reason for booking), booked into your calendar, and showed. Cancelled and rescheduled meetings don't count. If you're there and they're not, it doesn't count against you either.
The platform fee covers the demand engine we run for you: ads, setters, CRM, briefs. The 50/50 split only exists when a policy closes on a Dundas-sourced case, which keeps our case desk and underwriting support working on the same outcome you are. Business you source yourself stays yours. We put the exact numbers in front of you on the fit call — we'd rather walk you through the full picture than drop a price on a page.
No. Dundas Brokers is part of an FSRA-licensed Ontario brokerage (#37628M) with its own consumer brands, case-design desk and compliance process. The appointments come from demand we generate under our own name, not from ads run in yours.

Let's Talk About Growing Your Book.

A quick call with our team. We'll show you real appointment volume in your province, walk the commission math, and tell you honestly whether it's a fit. No slide deck, no pitch.

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Not ready to talk yet? Apply in 3 minutes.