About
The Dutra Group is a full-service business consulting and wealth management firm, serving clients in Ontario, British Columbia, and Alberta.
Consulting
Wealth Protection
We offer 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 Insurance
We provide consultation to determine the most suitable life and health insurance for you, your family, and your corporation.
Philanthropy
Our firm is a supporting advisor to the Sick Kids Foundation, and we offer complimentary consultations to discuss your charitable donations.
Michael Dutra, TEP, CLU, CFP, Chief Executive Officer
Headline speaker at the 2023 Toronto Business Summit
“Wealth isn’t much use without health.
I believe in promoting longevity of life while protecting yourself against life’s curveballs.
I hope my advice surpasses my lifetime and positively impacts my children and the next generation.”
– Michael Dutra
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 and health insurance for you, your family, and your corporation.
Media
The Dutra Wealth Management Group has been featured in a variety of media outlets and publications, such as:
Contact us
Contact
(905) 320-5399
Oakville, ON. 407 Iroquois Shore Rd, Unit 8. L6H 1M3
Vaughan, ON. 3700 Steeles Ave W Suite 1001. L4L 8M9
Vancouver, BC. 1185 W Georgia St #800. V6E 4E6
Calgary, AB. 120 6712 Fisher Street SE. T2H 2A7