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Michael Dutra & Estate Planning Logo

Independent & personalized financial advice.

Clients Who Trust Us

Media

The Dutra Wealth Management Group has been featured in a variety of media outlets and publications:

About Michael Dutra

Michael Dutra is the proud father of two boys and two girls.

Professionally, Michael is the Chief Executive Officer of The Dutra Wealth Management Group, with operations spanning across Ontario, British Columbia, and Alberta.

Michael’s professional designations include:

Trust and Estate Practitioner (TEP):
A Trust and Estate Practitioner is internationally recognized as an expert in the field of inheritance, succession, and estate planning.

Chartered Life Underwriter (CLU):
CLU designation holders are regarded as elite professional financial advisors in developing effective solutions for business owners in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.

Certified Financial Planner (CFP):
Certified Financial Planner is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement.

Michael has delivered presentations across Canada on topics including financial planning, estate planning, tax strategies, and philanthropy.

Michael is regularly featured on podcasts, interviews, publications, and additional media outlets.

Contact us

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Michael Dutra & Estate Planning Logo

Contact

michael@dutrawealth.com

(905) 320-5399

Oakville, ON. 407 Iroquois Shore Rd, Unit 8. L6H 1M3