Reviews for Dutka Wealth Planning Group | Assante Financial Management Ltd.

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Aug 2024
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.

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From Dutka Wealth Planning Group | Assante Financial Management Ltd.

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.