Michael Dutra

Mike Check 1,2,1,2

Business EN ↓ 52 episodes

Join me on Mike Check 1,2,1,2, for insightful videos covering finance, business, and strategies aimed at protecting your wealth and health. On a personal note, I am the proud father of two boys and one girl. Professionally, I am the Chief Executive Officer of The Dutra Wealth Management Group, operating across Ontario, Alberta, and British Columbia. I am also an Advisor to the Sick Kids Foundation, something I take great pride in. My professional designations include: Trust and Estate PractitionerChartered Life UnderwriterCertified Financial Planner dutrawealth.commichael@dutrawealth.com

Be sure to visit the podcast's website and support the creator: dutrawealth.com

Author

Michael Dutra

Episodes

Real Estate, Stocks, Cash & Tax-Exempt Whole Life Insurance - A Complementary Portfolio. 20.03.2023 8:14

Real estate, stocks, cash & tax-exempt whole life insurance, they all come together to build you a complementary portfolio. Learn about the tax-efficient benefits that a tax-exempt whole life insurance policy can bring you, your family and your company. Spotify: https://open.spotify.com/show/624XIhn YouTube: https://www.youtube.com/channel/UCpvujpE0yjPzxzILTSzeRug Apple Podcasts: https://podca...

Net Worth vs Estate Worth: 2 very different things 15.03.2023 5:58

Your net worth is simple to calculate. It's your assets - liabilities = net worth. Your estate worth, factors in the taxes owed in your estate from these assets when you pass away and transfer these assets down to your children and grandchildren. Your estate worth can be significantly less than your net worth because of these taxes. There's 3 things you need to know: 1) Which of yo...