Dutka Wealth Planning Group | Assante Financial Management Ltd. is a financial planning firm in northeast Oshawa that simplifies clients' lives by addressing various aspects of their financial well-being. The team of professionals, including lawyers, tax accountants, and financial analysts, provides excellent communication and prioritizes clients' needs. They offer ethical and pragmatic management, making them a trusted choice for those seeking honest and clear advice, particularly around retirement and estate planning. With a reputation for outstanding service and professionalism, the team is approachable, knowledgeable, and non-judgmental, helping clients navigate life's challenges and achieve their financial goals.
The folks at Dutka Wealth Planning Group have given me and my family excellent financial planning service and counsel and have consistently responded with thorough answers to questions in a very timely and professional manner. I would highly recommend them as they are very personable, attentive and efficient.They make the effort to get to know us as individuals and our financial priorities. I'm so glad we are their clients!
The best combination of ethical practice and pragmatic management I’ve encountered. They have a small team that communicates excellently and always puts the client first. I would recommend them to anyone looking for honest and clear advice, especially people facing tough financial decisions around retirement (planning and execution) and estate planning.
I have been a client for over 25 years. Derek and his team provide outstanding service and advice delivered in a professional and easy to understand manner. I would highly recommend him.
285 Taunton Road East Ste 104, Oshawa, ON L1G 3V2
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