★★★★★ Rated 4.7 Based on 50+ Reviews on Google

Close Bigger Cases With Business Owners

Incorporated owners looking for tax, estate, and insurance advice — booked straight to your calendar, fully exclusive. You advise, we handle the prospecting.

Apply to the Program → See How It Works

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Coaching with the CEO

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50/50 Split

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Appointments Booked for You

Selective program · Application required · Accepting up to 5 new Canadian partners per month

What's included

What You Receive

Everything you need to connect with incorporated professionals and build a high-value book of business.

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Monthly Qualified Business Owner Appointments

Qualified business-owner appointments booked straight to your calendar through our own marketing campaigns — typically a steady flow each month, exclusively yours.

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Diverse Mix of Business Owners

A mix of business owners ranging from medical professionals, lawyers, trades professionals and more — all pre-qualified and looking for solutions.

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Exclusively Yours, Never Shared

Fresh appointments booked in near-real time — assigned to you alone, never shared or resold, and never sent to any other broker. You compete with no one.

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50/50 Split on Closed Cases

50/50 split on submitted policies. We carry the ad spend, and our 50/50 share only applies when a policy closes — our upside is tied to your production.

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Weekly Sales Coaching with Greg

Weekly sales coaching call with Greg, CEO of Dundas Life. Real strategy, real case reviews — not a hired coach reading from a script.

Your first-meeting toolkit

The Corporate Tax Leak Calculator

The tool our brokers run live in their first business-owner meeting. Three sliders in, the owner sees what CRA takes this year, what extraction costs, and the unplanned estate bill — CPA-defensible Ontario math their accountant won't pick apart.

Preview It Live →

How it works

Three Steps to Your First
Business Owner Program

No long-term contracts. We carry the ad spend. You share commission only when a policy closes.

Get Set Up

Sign up for the Dundas Brokers platform. We onboard you with our dialer, CRM, email, SMS, and AI-powered automations — everything you need to manage complex cases professionally.

Receive Qualified Appointments

Pre-qualified appointments start landing on your calendar in the first few weeks — typically a steady flow of incorporated professionals looking for tax and estate advice, exclusively yours.

Close and Grow

Weekly coaching with a high-producing advisor. Sales strategy, case reviews, and one-on-one support. With cases ranging from $4,000 to six figures, even a few closings a month can transform your book.

Why us

Why Choose Dundas Brokers?

Buying Leads
From Vendors

✗$50–$200 per lead, shared with 3–5 brokers
✗Cold leads, low intent, high churn
✗You hunt, you qualify, you close, you support
✗No coaching, no strategy, no relationship after the sale
✗Generic CRM (or none) — figure it out yourself
✗Pay up front whether you close or not

US Coaching
Programs

✗$10K–$50K+ upfront for training and leads
✗US-focused FE/IUL playbooks — not Canadian CCPC
✗Volume-first: you qualify, you sell, you support
✗Generic scripts, no live case strategy
✗One-time program — no ongoing partnership
✗Hand you appointments, then disappear when complex corporate cases come in

The Dundas Brokers
Way

✓We carry the ad spend · 50/50 commission split · aligned incentives
✓Canadian-only appointments with CCPC + corporate tax context
✓We coach, you close — weekly strategy calls with Greg
✓Full AI-native broker toolkit (quoting, underwriting, CRM)
✓Ongoing partnership — not a one-time program
✓Complex corporate cases can route through Dundas Wealth — you don't lose the case

Join the Program →

Built by Brokers Who Get It

Greg Rozdeba spent 15 years selling life insurance the hard way — cold calls, dead leads, disconnected systems. He built Dundas Brokers to fix every gap he hit. We've invested $500,000+ of our own money figuring out the playbook so you don't have to.

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$500K+ of Tuition, Already Paid

Five years of ad spend, software, SEO, agencies, and infrastructure testing — so the playbook works on day one, not year three.

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Weekly Coaching with Greg

Live case strategy with the CEO who's actually closed Canadian business owner cases — not a hired script reader.

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AI-Native Broker Toolkit

Quoting, underwriting, commission calc, follow-up sequences — included at no extra cost. Built because we needed it first.

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The Content Engine Behind You

Our Keep What You Build podcast, monthly business owner webinars, and educational content warm up the market your appointments come from.

Client success stories

See How Brokers Are Scaling
With Our Program

I’d recommend Dundas Life to any advisor considering a partnership.

Dundas Life is a great, great team to go with. I’d recommend the program to any other advisors that are considering any sort of partnerships like this one. They’ve been excellent to work with and the results speak for themselves.

Thomas Hull

LLQP Advisor

The fastest way to learn is actually talking to leads — and Dundas makes that happen.

We’ve found over the years that the best way to learn selling life insurance is actually being live, talking to leads and going through the process. There’s a lot you can learn from theoretical training, but nothing beats real conversations. Dundas Brokers makes that happen from day one.

Craig Cochran

LLQP Advisor

A wonderful platform to get in front of ideal clients on a regular basis.

I’m a CPA by trade, and like all advisors starting out, I struggled with outreach. Dundas Life has developed this wonderful platform that lets us get in front of ideal clients regularly. The training was incredible too — after hundreds of calls in the first six months, you really develop a cadence around building trust quickly and having meaningful conversations.

Michael Baker

CPA, CFP, TEP

See more broker stories →

Frequently asked questions

Got Questions? We've Got Answers.

Appointments are included as part of the program — you never buy leads from us; we fund the marketing. A monthly program fee covers the demand generation, the full platform, AI automations, and weekly coaching with Greg — we'll walk through the exact numbers on your call.

Typically a steady flow of pre-qualified business-owner appointments booked to your calendar. As you close more, your volume grows. Every appointment is 100% exclusive to you — never shared.

50/50 commission split on the initial household sale. Business owner cases typically range from $4,000 to six figures depending on case complexity. Referral business from the same client pays you 70/30 in your favour. More closings, more appointments, more momentum.

Yes. Business Owner appointments are 100% exclusive, period. Every appointment is assigned to you and only you — we never share or resell them.

Full access to the Dundas Brokers platform: CRM, power dialer, email and SMS automations, AI follow-up sequences, and a personal broker website. Plus weekly coaching calls with Greg.

Yes — you need a valid LLQP license in at least one Canadian province. Already licensed? Book a fit call and we walk you through the program.

There is a minimum term. We walk through it, the flat platform fee and the refundable deposit in full on the fit call — everything in writing before you sign anything.

Start Receiving Business Owner
Appointments Today

No other Business Owner appointment program in Canada gives you as much value as we do. Exclusive appointments, 50/50 split, full platform, and weekly coaching — all built by brokers who've done it themselves.

Apply to the Program →

We carry the ad spend. Terms in writing before you sign. If it's not for you, no hard feelings.