WELCOME TO

Specializing in life insurance, minimizing estate taxes and insuring all of your assets.

 

Trust & Estate Planning

 

 

 

Helping minimize your estate taxes and transfer assets to the next generation.

Videos & Articles

Advisor spotlight interview with Finaeo: https://www.finaeo.com/advisor-spotlight-michael-dutra/

For monthly videos, articles and invitations to seminars.

Partners & Affiliates

We represent Canada’s best insurance companies to offer you an extensive range of coverage at affordable rates.

Memberships & Associations

We are a proud member of Canada’s leading insurance and financial associations.

Meet the President

Michael Dutra, President, CFP, TEP, CLU

Continuous education is something I believe in greatly.

Throughout my career, I have obtained the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), and Chartered Life Underwriter (CLU) designations.

Less than 1% of insurance advisors have obtained all 3 of these.

These bodies of knowledge and associations we are part of will give you the advice you need and access to resources many insurance advisors do not have.

We help solve many of the problems you have and some you are not even aware of.

I regularly speak to associations, companies and host private events across Canada on insurance and estate planning.

I am also the Director of Insurance for The Canadian Physicians’ Pension Plan, something I am extremely proud to be part of.

Please enjoy my podcast, Mike Check 1,2,1,2, and my YouTube Channel if you’d like to learn more about me and the firm.

YouTube Channel: https://www.youtube.com/channel/UCpvujpE0yjPzxzILTSzeRug

Apple Podcast: https://podcasts.apple.com/us/podcast/mike-check-1-2-1-2/id1608028798

Spotify: https://open.spotify.com/show/624XIhnIuWtQ2iyRhrnO9o