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Dutka Wealth Planning Group | Assante Financial Management Ltd.
- Financial Services
- Oshawa, ON
About this business
We are a financial planning firm located in northeast Oshawa. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and build the future you desire.
Location details
285 Taunton Rd E Suite 104, Oshawa, ON, L1G 7L1, Canada
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have been with Dutka Wealth Group for many many years and have had nothing but great service from Derek and now also Chelsey. They have always given us very good advice.
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.
Frequently asked questions about Dutka Wealth Planning Group | Assante Financial Management Ltd.
How is Dutka Wealth Planning Group | Assante Financial Management Ltd. rated?
Dutka Wealth Planning Group | Assante Financial Management Ltd. has a 4.9 star rating with 10 reviews.
When is Dutka Wealth Planning Group | Assante Financial Management Ltd. open?
Dutka Wealth Planning Group | Assante Financial Management Ltd. is open now. It will close at 5:00 p.m.
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