Specializing in tax-exempt life insurance, minimizing corporate & personal taxes and estate planning.
How can we help you?
Trust & Estate Planning
Helping minimize your estate taxes and transfer assets to the next generation.
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.
I have 3 objectives for you, your family and your corporation:
1) Help you grow tax-free wealth
2) Preserve and protect your wealth
3) Minimize your personal, corporate and estate taxes
We provide solutions to the problems you have and solve many of the hidden problems you are not aware of.
I regularly speak to associations, companies and host private events across Canada on insurance, estate planning and minimizing taxes.
I am also the Director of Insurance for The Canadian Physicians’ and Professionals’ Pension Plan.
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