Members

R Derek Dutka

OSHAWA

Assante Financial Management Ltd.

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
R Derek Dutka

Member Bio

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Specializations

Estate Planning
Financial Planning
Insurance Planning
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Banking Commission
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

50,000,000-100,000,000

Practice Size

2 to 5

Investment License

Mutual Fund

Provinces Licensed (Investment)

Alberta
Ontario
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