Billion Dollar Podcast #01 - Michael Dutra
In this insightful episode, Billion Dollar Podcast hosts sit down with Michael Dutra, the CEO of Dutra Wealth Management Group, to explore the intricacies of wealth management, financial security, and impactful philanthropy. Michael's journey, from his early days of door-knocking to leading a wealth management firm, is packed with valuable lessons for new and experienced advisors alike. He shares strategies on maximizing wealth transfer, tax-efficient giving, and achieving a balance between career and personal life. Known for his practical financial advice and dedication to the SickKids Foundation, Michael’s approach centers around making finance accessible and impactful.
Tune in to hear Michael’s unique take on wealth management and tips for creating a financial legacy.
Michael Dutra
Unbiased Financial Advice
Michael Dutra is the CEO of Dutra Wealth Management Group, where he oversees operations across Ontario, BC, and Alberta. With professional designations as a Certified Financial Planner, Chartered Life Underwriter, and Trusted Estate Practitioner, Michael brings extensive expertise in wealth management and estate planning. A dedicated advisor to the SickKids Foundation and a proud father of three, Michael combines his passion for philanthropy with his commitment to helping clients achieve lasting financial security.
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