Why Your Accountant Hasn't Told You About Life Insurance with Greg Rozdeba

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: licensing, time, and specialization keep most CPAs out of the insurance side, even when there's real money on the line.What we cover: • Why "my accountant would have told me" is usually the wrong assumption • The real reasons CPAs don't raise insurance — time, licensing, liability, and specialization • The four areas insurance quietly handles: corporate-owned life insurance, estate planning, retirement strategies (IRPs/IPPs), and funded buy-sell agreements • Why you should start with a specialist, then bring your accountant in to scrutinize the proposal • What it looks like when the advisor and accountant actually collaborateIf you're a Canadian business owner with retained earnings or passive income inside your corporation, this one is worth your time.Book a free strategy call: dundaswealth.ca/applyKeep What You Build is presented by Dundas Wealth. The content in this podcast is for educational purposes only and does not constitute financial, tax, or legal advice. Always consult a qualified professional before making financial decisions.