We specialize in tax-exempt life insurance, minimizing corporate & personal taxes and estate planning.
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.
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.
As a firm, we help you answer the following questions and many more:
1) Are you looking for a strategy that will help you extract funds from your corporation on a tax-free basis?
2) Do you want a safe, liquid and tax-efficient asset in your corporation?
3) Would it be helpful to remove assets tax-free from your corporation to your family when you pass away?
4) Do you have secondary properties you want to pass down to your children? How will you pay for the capital gains taxes?
5) Would you like to save 50% on the cost of your estate taxes?
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.
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