About

The Dutra Wealth Management Group specializes in detailed financial modelling to identify tax-saving opportunities, uncover hidden profits, and implement strategies that protect your wealth and health. 

Consulting

We offer comprehensive consultations and in-depth analyses of your entire financial landscape, covering both personal and corporate aspects. Our commitment includes delivering personalized reports that emphasize tax optimization, wealth protection, and tailored financial solutions.

Wealth Protection

We provide guidance on the implementation of trusts, holding companies, and estate freezes to protect your assets & wealth.

Estate & Trust Planning

We specialize in comprehensive legacy planning, offering personalized strategies to minimize estate taxes and ensure a seamless transfer of assets to future generations.

Life & Health

We provide consultation to determine the most suitable life & health insurance for you, your family, and your corporation. 

Philanthropy

Our firm is a supporting advisor to the Sick Kids Foundation. We offer complimentary consultations for your charitable donations.

Advice

Our strategic advice includes:

1) How to qualify for the 2024 $1,250,000 Lifetime Capital Gains Exemption.

2) How to benefit from tax-free capital dividends.

3) Withdrawing assets out of your corporation tax-efficiently and tax-free.

4) Implementing trusts, holding companies, and estate freezes to protect your wealth.

5) Removing assets tax-free from your corporation to your family & estate.

6) Minimizing the cost of capital gains taxes on your properties when transferring them to your children.

7) Reducing the cost of your estate taxes, oftentimes saving families millions of dollars.

8) Financial modelling for tax optimization and asset organization.

9) Advising on the most appropriate life insurance for you, your family, and your corporation.