We provide independent financial planning and estate planning services to a small group of select clients. Being independent allows us to have greater investment flexibility, to give impartial advice, and to keep costs down.
We understand the value of advice and take pride in providing families with comprehensive planning to help them reach their financial goals in life.
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32 customer reviews
Carol Lenson
Financial Advisors
I am a new client to Dunbrook Associates but so far I am really impressed with Chris's knowledge and availability to answer questions. I appreciate the additional information he sends to my email regarding questions I have about the stock market. More...
Wayne Holmes
Financial Advisors
Excellent advise and great to work with.
Andrew Goertzen
Financial Advisors
Chris and his team were incredibly quick to respond. Their professionalism and expertise were evident from our first meeting. Chris took the time to understand my financial goals and crafted a personalized plan that exceeded my expectations. He helped me distinguish the difference between my defined contributions and defined benefits pension decision, providing clear and concise explanations that made these complex concepts easy to understand. Chris and his team are always available to answer questions and ensure I feel confident in my financial decisions. Although I’ve only just started using his services, I am already impressed with the level of support and guidance I’ve received. I highly recommend Chris to anyone looking for a knowledgeable and reliable financial adviser. More...
Robert/Millie Armstrong
Financial Advisors
Just talked on phone with one on one scheduled. He seemed to understand our unique situation and we had a good feeling about his ability to help us.
Reply from Chris Arthur - Dunbrook Associates
Thanks Bob and Millie! It was great getting to know you both a little more and I look forward to future meetings!
Barbara
Wills and Estate Planning
Chris was very easy to talk with. Knew what we wanted a very simple will and POA. Very professional and quick.
Kyle Haynes
Financial Advisors
Quick response, personal and knowledgeable. Provided options based on what my personal goals were. Did not feel like I would be obligated to follow a “cookie cutter” style of financial management. Had a unique situation and was looked for a unique style of financial guidance. Highly recommend. More...
James Liu
Financial Advisors
Chris is proactive, thoughtful, and efficient.
Dan
Chris gave me great financial advice and I can actually understand what I'm paying for (unlike my last advisor). I will definitely be recommending him to friends and family.
Brandon
Chris and his team are great to work with and always makes sure I'm up to speed with everything I need to know surrounding my investments.
Sarah
Chris is very knowledgeable and professional. He made everything so easy and was so personable. I would absolutely recommend him to anyone looking for a trustworthy and experienced financial advisor.
Gabby
Chris is attentive and thorough in making sure all his clientele is well taken care of! I highly recommend him.
JP Roy
We have worked with Chris for many years and he has helped gain tons of financial knowledge. I would recommend him to friends and family!
Josef
Chris was very professional. He helped me build a portfolio that catered to my personal needs and interests.
Alex
Chris was really helpful with helping us set ourselves up for the future ahead. Very thorough and well explained. Chris is your guy!
Jami
Chris is attentive and thorough and has the innate skill of explain what would normally be complex topics that I had no prior knowledge about. Chris provides a depth of knowledge and a range of experience! More...
Lea
Chris cares about his customers. He gives great advice and takes the time to answer all your questions.
Nick
Chris is attentive and puts the effort in to provide superior customer service. Thanks Chris!
Priy
Very knowledgeable and super approachable. Would highly recommend working with Chris!
Luke
Chris knows exactly what he is doing with my money. Highly recommended extremely professional and ahead of the curve. 10/10
Manasi
Chris has been absolutely helpful, and great to work with!
Blake B.
Chris is prompt, professional and a joy to work with. I would recommend him to anyone.
Will
Professional and reliable service!
Sarah
Chris is always goes above and beyond. He’s easy to work with and is very professional.
Lewis Zerter-Gossage
Chris is extremely knowledgeable and personable. He not only helped me short term, but set me on a path to find genuine improvement within myself! Awesome.
Dang
Chris is really attentive, patient, thorough and professionnal. Finances can be really confusing sometimes, but it always makes sense with Chris. His advices are tailored and well balanced. More...
Corey
Chris is incredibly insightful and proactive when it comes to building an action plan or making adjustments.
Charles LeMoyne
Love working with Chris! He is patient and provides clear, thorough explanations. I'm confident that he will help me achieve my financial goals.
Deonne
Chris is friendly and very knowledgeable, he helped me understand the financial world. He's a pleasure to work with!
Vince
Chris is very professional and thorough. Looking forward to continuing to work with Chris.
Kendall Birker
Chris is patient and helpful with all of my specific needs and requirements. He has been a pleasure to work with.
Brigide Poulin
Chris was incredibly knowledgable and helped us get our finances on track and save enough to big our first home! Compared to the bank we were dealing with previous it is like night and day.
Reply from Chris Arthur - Dunbrook Associates
Thanks Brigide! Looking forward to seeing the new house!
Emma Tamlin
Nothing but great things to say about Chris. We came from a place without much finance experience and since he has helped us get our finance on track and show us what we need to do to retire early! We have recommend Chris to our friends and family :) More...
Reply from Chris Arthur - Dunbrook Associates
Thanks Emma! It was a pleasure working with you and your family!
What do you love most about your job?
When you work as a financial advisor, you get to meet all kinds of people. Whether you work with individuals, advise employers on their retirement plan offering, or have a wide range of clients of all sorts, everyone is different, with a unique situation that requires you to come up with solutions to meet their specific needs. You get to dig deep into people’s stories and find out what’s important to them so you can in turn help them plan to preserve those things and protect what matters most to them.
What inspired you to start your own business?
Working for many larger institutions before starting my own financial firm taught me a lot about the industry. What they do right and what they do not so right. My goal was to build on the great practices I learned in my many years in the industry and improve on items that I felt were lacking. I wanted to build a financial practice where the client is always put first, where they have impeccable service and aren't left with wandering questions, where their fees were competitive and fully disclosed, and lastly I wanted to ensure I could offer any product and no so without being incentivized to sell my own product! Today I run that firm and I am very proud of what I have built.
Why should our clients choose you?
Here is a little bit about me. I run a financial services shop that is fully independent. Being independent allows us to have more investment flexibility and most importantly helps keep costs down! Meaning, we are not tied to or incentivized by any product or company. We will always recommend what is best for you.
Can you provide your services online or remotely? If so, please add details.
We can operate to full capacity online and or remotely. Our technology platform for clients is completely online and our clients can review their assets from their phone, tablet or computer anywhere in the world. We have secure providers for video meetings and for sending important documents online.
What changes have you made to keep your customers safe from Covid-19?
To keep our clients safe during Covid-19 we have switch to remote services. We can host our meetings on Zoom or on the phone to suit our clients preferences.
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Working with High Net Worth Families
Portfolio Management
Licensed Portfolio Manager and Certified Financial Planner
