Derek Dutka, B.Ed., CFP
Senior Financial Planner
Welcome. As an Assante advisor my goal is to help my clients achieve financial independence and the kind of life they want to live.
I do this by developing comprehensive and personalized financial strategies tailored to their personal dreams and goals.
Behind me are the resources and expertise of Assante, one of Canada's largest independent non-bank owned financial services firms. I offer integrated and comprehensive financial planning, wealth management, investments, tax and estate services, insurance, and retirement planning.
As an Assante advisor, I believe every client deserves exceptional service. That's why I get to know my clients - their jobs, their family, and their aspirations - and pride myself on delivering financial solutions to simplify and enhance their lives.
Please take the time to browse through my Web site. On it you'll find important information about:
- What to look for in an advisor and how Assante's unique combination of personalized service, expertise and choice is hard to beat
- my background and expertise
- What sets Assante apart from other financial services firms - our history and how we've grown rapidly across Canada by delivering wealth management solutions
Thank you for visiting my Web site. I believe every family can have a better quality of life with the help of an Assante advisor. Quality of life means more than having sufficient investments to fund a comfortable retirement, it means living a life of significance today. There are many worthy causes that people can be involved in. I encourage clients to find something that they are passionate about and support it by giving of their time and finances. Personally, I have been a long-time supporter of CBMC (Christian Business Ministries Canada). Please contact me at your convenience to find out how I can help you achieve your dreams.
Biography
My Story:
Growing up on a farm in a remote area of northern BC was probably the best education I could get for this business, and for life in general. Of course, it was only after I left the farm that I realized the profound richness of that simple, peaceful experience.
Farming taught me that it takes time for things to grow to maturity, that you shouldn't rely on a single crop, that you need to plan ahead, that regular maintenance prevents a lot of stress, that we need both sunshine and rain, that an early frost or a drought are just temporary setbacks that are to be expected from time to time and that fancy cars are a lot of fun but aren't much help with the harvest!
I've built my practice by attracting employees and clients that share our basic belief that you should love people and use money, not the other way around. We are always looking for ways of simplifying your life and allowing you to focus on what's most important to you. Our clients come from all walks of life. What they have in common is a zest for life, a generous spirit, a value-based approach to life and a long-term outlook (three generations).
Our strength as a team comes from a heart of giving. We give you the freedom to dream big dreams, the wisdom to put a realistic plan in place and the encouragement to carry on through the rainy days in life. You will know how you are doing because we have systems set up to measure your progress every step of the way. We (you, my staff and I) are known for giving generously of our time and finances in order to make our communities a better place to live.
I also spent three years as owner/operator of a small trucking firm and three years teaching business courses in high school before I entered the financial planning business in 1986. Now I'm teaching people how to tend their financial farms. I act as your coach.
Mission
We help clients set and achieve significant goals, both financial and personal.
Our services are not for everyone. Financial planning is a shared responsibility. Three of the six steps are your responsibility: providing complete financial information, clearing defining goals & objectives, and, taking action. The analysis, strategy and ongoing advice is our responsibility. We'd like to partner with you to help you reach your goals. Experience has shown us that people with the following characteristics are most likely to value our services and join us for a long-term relationship:
- Are serious about making wise decisions with their money
- Are looking to partner with an experienced, trusted, professional coach to simplify and organize their finances
- See the whole process of creating and executing a comprehensive financial strategy as important
- Are not looking to hit the "home run", but rather are patient, and willing to take a long-term approach to their investments (not interested in high risk)
- They understand there are no shortcuts to any place worth going
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- Are looking for personalized service
- Care for family, community or something "bigger" than themselves
Vision
Taking people beyond success . . . into significance.
Everyone can be significant, because in a sense, they become role models to those around them. Money is simply a tool, which used wisely, helps you live a preferred future and have a positive impact on people. Our belief is that the people that enjoy the "richest" lives are those that live life on purpose. What's yours?
Assante Story
Founded in 1995, Assante Wealth Management is a leading provider of
integrated wealth management solutions, designed to meet the needs and goals of
individuals, families and businesses across Canada.
Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group available through our sister-company, CI Investment Inc. and United Financial, a division of CI Private Counsel LP.
Be well-advised is our promise to you.
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