Chartren Dutka Wealth & Legacy Partners | CI Assante Wealth Management Ltd.

Chartren Dutka Wealth & Legacy Partners | CI Assante Wealth Management Ltd. brings Financial Planning expertise to the Oshawa, Ontario region, supporting older Canadians who want to remain in their homes as they age.

Community feedback has been overwhelmingly positive — 4.9 out of 5 from 10 client reviews.

Families working with Financial Planning providers like Chartren Dutka Wealth & Legacy Partners | CI Assante Wealth Management Ltd. can expect support with pension optimization, tax planning for seniors, and investment management.

Planning for aging-in-place costs is not just about savings — it is about making smart decisions now so that options remain open later. Professional financial guidance can protect both your independence and your legacy.

You can reach Chartren Dutka Wealth & Legacy Partners | CI Assante Wealth Management Ltd. by phone at (905) 579-7777 or visit their website to learn more. They are located at 285 Taunton Rd E Suite 104, Oshawa, ON L1G 7L1.

Looking for other options? Browse more Financial Planning providers in Oshawa to compare and find the best fit for your family.