Best Financial Services in Toronto

A close friend of mine suggested contacting Chris when I mentioned needing to seriously start planning for the future. He was patient, transparent and carefully considered my needs before delivering advice that I actually understand (and am excited about). I always thought it would be too expensive to have someone manage my money but for once, I can finally see a clear path to financial independence. I only wish I started sooner. I will be highly recommending Chris to my friends and family.

Dunbrook Associates have managed my affairs for more than 18 years. There is only one reason a client will stay with a company that long and it is because how they operate professionally and keep their clients current on a monthly basis. I have total and complete trust in Dunbrook Associates or I would not have stayed with them as long as I have. Because of Dunbrook Associates I can sleep at nights. Pat and Chris are a great team.

Dunbrook Associates provides unparalleled service and advice for their clients. Chris is receptive to the concerns and needs of his clients and is always available for a call. I would recommend Dunbrook Associates to anyone who wants their finances to be in safe hands. In this economy, its essential! Truly the best service!

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My wife and I had an excellent experience with Chris. From the very first call, Chris took the time to understand our concerns, specific needs and financial goals, and explained how he could help us achieve a secure financial future without any pressure to engage his services. Chris was very easy to work with and communicated promptly, which we really appreciated. After a thorough discovery phase of our current financial state, Chris planned multiple financial scenarios as we requested, and built a detailed financial plan to strengthen cashflow, streamline investments, and maximize retirement savings. Chris patiently explained his thought process behind the financial plan he had tailored for us, and answered all of our questions in detail, which made everything very easy for us to understand and implement on our own. If you are looking for objective, unbiased, honest and thoughtful financial planning, Merrick Financial is the way to go. We highly recommend Chris’ financial planning services!

My wife and I had very positive experience working with Chris Merrick to develop a comprehensive financial plan. Chris did a great job learning about our situation and understanding our specific goals. Our reports from Chris gave us the insight needed to feel comfortable about a decision on a new management strategy for our assets. We both came out of the experience with a more realistic view of our retirement plans and our long-term savings goals. Would recommend Chris to any of our friends.

Working with Chris was a great experience and I would highly recommend his services. I am retired, and after taking into account my current financial position and resources and my goals going forward, he provided me with a clear and concise report which details the best path forward to ensuring financial security for the future. Chris is very thorough, knowledgeable, direct in his communication, and professional. Via a zoom call he explained the report in detail and provided great advice. He is completely independent and therefore will not recommend any particular services or investment which is exactly what I was looking for. Thank you Chris for providing me with both reassurance and a sound financial plan.

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Buxton Financial created a Financial Plan responsive to our needs and mapped out a retirement framework well into the future. This plan will be the framework to guide our financial decisions with comfort and less stress. Marlene was very thorough, provided excellent knowledge transfer, and helped us make several critical decisions for our finances. Thank you to Marlene!

An independent financial plan had been on my radar for a few years, and I approached Marlene to help me wade through what was a fairly trepidatious topic to me. Marlene was great. She was very personable, knowledgeable, and she exuded positive energy. After a few virtual conversations where I was completely set at ease, Marlene set me up with a comprehensive financial path that, while very detailed, is broken down nicely into actionable steps forward. It was a great experience and I highly recommend her.

What I have now is a clear 15-year plan designed using my goals and my circumstances. I am so impressed with the process and the analyses and conclusions. I also much appreciate Marlene and Rebecca for their help with the technology.

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