MICHAEL DUTRA

Personal Information

Recognized as a key influencer in generational wealth planning, Michael is renowned for his expertise in navigating complex estate planning matters and transforming them into advantageous solutions.

Over the course of his professional journey, Michael has assisted thousands of families in devising and safeguarding their legacies, thereby cultivating a positive influence on their lineage for generations to follow. He has delivered lectures regarding estate planning, insurance, and philanthropy across Canada, and is frequently interviewed on podcasts focused on financial matters.

Michael is a Trust & Estate Practitioner (TEP), Chartered Life Underwriter (CLU), and Certified Financial Planner (CFP). He is also a member of the Sick Kids Professional Advisors Network, The Society of Trust and Estate Practitioners (STEP) Canada, Advocis – The Financial Advisors Association of Canada, FP Canada – Advancing Professional Financial Planning and a sponsor at McMaster’s Incubator Program, The Forge.

Generational Wealth Planning aims to create a positive influence not only on the present generation but also on those to come. Michael has embraced the role of an educator in this realm as a fundamental aspect of his professional mission.