We built the platform we wished existed.
Exclusive, pre-qualified Canadian leads from a real brokerage — generated inside our own consumer brands and assigned to one broker, never resold. You advise. We carry the ad spend, win or lose. Our share only shows up when a policy closes.
For licensed Canadian life brokers · Application required · Onboarding up to 5 new partners per month
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.
The same name sold to four brokers — so you were dialing a number three people already called. You weren't closing; you were racing.
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.
Friends, family, and referrals carried you for a while. Then the well ran out — and there was no system underneath to replace it.
of new brokers quit within three years — almost always from lead-gen failure, not sales skill. It's not a sales problem. It's an infrastructure problem.
Every other player is a US-skewed marketing or coaching vendor selling you a system to find your own clients. We're a licensed Canadian brokerage that hands you exclusive Canadian leads — and our upside only shows up when you close.
Canadians who came to Dundas Life or Dundas Wealth and asked for help — assigned to one broker, never resold. A flywheel a marketing agency can't rent you.
No per-lead cost — we carry every dollar of ad spend, win or lose. A flat monthly platform fee, then 50/50 only when a policy closes. Our upside is your production, not your enrollment.
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.
Your leads aren't bought from a list broker. They're Canadians who came to Dundas Life or Dundas Wealth — our own consumer brands — and actively asked for life-insurance help. They typed in their details. They requested a quote. They raised a hand.
Because we generate them ourselves, the lead has never been sold to anyone else, and it goes to one broker: you. That's the whole reason it's different from the shared list that burned you last time. On the call, we'll show you a real, recent one so you can judge the quality yourself.
Dundas Life and Dundas Wealth put real ads in front of real Canadians, every day.
They request a quote or ask for life-insurance help — high-intent, never freebie-bait.
Fresh, exclusive, never resold. You compete with no one for that name.
A simple model with no per-lead fees and no long-term lock-in. You share commission only when a lead becomes a closed policy.
Our own demand engine — Dundas Life and Dundas Wealth — produces high-intent Canadian leads. We carry every dollar of ad spend, win or lose.
Each lead is assigned to one broker and never shared or resold. Leads start flowing within 24–48 hours of onboarding.
Work your leads with a full CRM, AI follow-up, and weekly coaching behind you. On Final Expense, brokers reach their first applications in about four weeks.
Our share only applies when a policy closes — 50/50. We generate more demand than our own advisors can serve, so handing you the lead and splitting the close beats letting it go cold.
Fifteen minutes. We'll show you real lead volume in your province and tell you straight if there's room.
No slide deck, no pitch — a straight-talk call where we put the model, the math, and the exact fee in front of you before you decide anything.
Keep your MGA, your carrier codes, your book. Dundas is additive, not a switch — zero switching cost. The part you can't get anywhere else is the demand. The tools below are how we make sure none of it slips.
Exclusive, pre-qualified Canadian leads from our own consumer brands — the one thing a marketing agency can't replicate. Everything else exists to support it.
Your own CRM sub-account, a built-in power dialer, and email/SMS automations — set up for you so leads never slip through the cracks.
AI follow-up, AI quoting, and an AI appointment setter handle speed-to-lead and the busywork — so your time goes to advising and closing.
When a corporate or complex file comes in, you're not alone. Greg or Michael can join the client call live, and the case can route through Dundas Wealth so you never lose it.
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.
Every policy is written under your code with your MGA — you're the servicing advisor and broker of record, not us. You own the policy and you own the client relationship. We generate the lead; you own everything that comes after.
Every policy is written under your code with your MGA. You're the servicing advisor on the file — not Dundas.
The split applies to the cases our leads produce. It's the back-end share that replaces a per-lead bill — not a tax on your whole practice.
Your referrals and warm-market business are entirely your own. We don't touch a client you brought to the table.
You own the client relationship. If you ever leave, your book and servicing rights go with you. We'll walk the exact mechanics on the call.
Weekly coaching with Greg Rozdeba (LLQP, MDRT) — real strategy and live case reviews, not outsourced trainers reading a script. Plus a proprietary Canadian corporate-tax methodology no US program can bolt on.
Greg Rozdeba (LLQP, MDRT) runs live case strategy with brokers every week — a high producer who's actually closed Canadian cases, not a hired script reader.
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."
Technical SME support from Michael Baker — CPA, CFP, TEP, MDRT Court of the Table — so you can take cases that used to be out of reach.
Real broker results, and the honest version of the economics. No rounding up, no guarantees.
A fast-ramp story: Harper wrote $68,716 in commission in his first eight months working Dundas leads. Proof of what a steady pipeline can do early, when you work it consistently.
Ben Corriveau has earned $81,530 in commission to date on the program — built case by case, with coaching and exclusive leads behind him the whole way.
Individual results — not a guarantee of income. The figures above are illustrative results from individual brokers on our programs, not a promise of what you'll earn. Your production depends on you. We don't guarantee income, and anyone who does is selling you something. Life insurance is a tax strategy and wealth-transfer tool — never an investment.
Fifteen minutes with Greg or Michael. We'll show you real lead volume in your province, walk the commission math end to end — the real version, with the friction — and tell you honestly whether it's a fit. No slide deck. No sales pitch. If it's not right, no hard feelings — we'll say so.
Book a Call →We keep lead volume tight per province so no one's leads get diluted. Not ready to talk yet? Apply in 3 minutes.