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Reviews for Dutka Wealth Planning Group | Assante Financial Management Ltd.
Add your commentDutka Wealth Planning Group | Assante Financial Management Ltd.
285 Taunton Rd E Suite 104, Oshawa
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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.
The members of the Dutka Wealth Management team are approachable, knowledgeable and non judgemental. They helped my husband and I to weather the financial impact of some of our life challenges. I continue to be grateful for their kindness and counsel.