We specialize in life insurance, minimizing estate taxes and insuring all of your assets.
Our clientele includes business owners, medical professionals, CEOs, executives and high & ultra-high net worth families.
We are currently licensed in Ontario, British Columbia and Alberta, soon to be Canada-wide.
For our clients, we have a team of professionals you can rely on for advice including Corporate and Estate Lawyers, Corporate and Tax Accountants, Trust and Estate Practitioners (TEP), Chartered Life Underwriters (CLU), Certified Financial Planners (CFP) & Human Resources Professionals.
Some of our most common estate planning advice will help you answer the following questions:
How are you going to pay for the capital gains taxes on your rental properties, cottage and office when you pass them down to your children?
How much will the taxes be in your estate and how will you pay for them?
What’s your plan to remove assets tax-free from your corporation to your family?
We can help you with this and much more.
Our Partners & Affiliates
We represent Canada’s best insurance companies to offer you an extensive range of coverage at affordable rates.
Memberships & Associations
Proud member of Canada’s leading insurance and financial associations.
2265 Upper Middle Rd E Suite 700, L6H 0G5
330 West St #7, N3R 3V7
6465 Millcreek Drive Suite 201, L5N 5R3
2780 Highway 7 Suite 201, L4K 3R9
7100 Woodbine Ave Suite 309, L3R 5J2
3700 Steeles Ave W Suite 1001, L4L 8M9
1185 W Georgia St #800, V6E 4E6
10271 Shellbridge Way #210, V6X 2W8
120 6712 Fisher Street SE
5227 55 Ave NW Unit 306
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