Advocis
Michael Dutra, TEP, CLU, CFP, serves as the Chief Executive Officer of Dutra Wealth Management Group, specializing in unbiased financial advice without managing investments. With significant experience as a Trust & Estate Practitioner at STEP Canada, Michael also hosts "Mike Check 1,2,1,2 The Podcast," offering financial insights. Michael holds the Certified Financial Planner designation from FP Canada and the Chartered Life Underwriter designation from Advocis, reflecting a commitment to client-focused financial planning. Prior experience includes directing insurance for the Canadian Physicians' Pension Plan and consulting roles at IG Wealth Management. Michael earned an Honours Bachelor's Degree in Finance from Brock University.
Advocis
Advocis offers designations, continuing education opportunities, industry-leading publications, and membership in a chapter network that includes mentorship programs, study groups, practice development, and more.