Dunbrook Associates is a renowned firm specializing in wealth management and financial planning. They provide expert assistance to individuals, families, and businesses in managing their financial assets. Chris Arthur and Patrick Dunbrook are certified financial planners at Dunbrook Associates. Their team focuses on creating customized strategies to help clients achieve their goals. Their goal is to enhance your financial position over time. They deliver a personalized service to help you preserve and grow your wealth. Whether you are early on in your career or preparing for retirement, they can help secure your finances. Dunbrook Associates is a fully independent firm, which allows them greater control and flexibility when designing their portfolios and cost structure. Their team will develop a unique plan to build your wealth while considering any retirement needs of your family. As they control their own fees, they are typically 30%-50% lower than major banks and large financial institutions.
UNIQUE FACTS:
• Free Call Consultation
• On-Site Services
• Chris won the award for the best advisor in Barrie for 2022 and 2023
• Chris is also licensed as Portfolio Manager
• 22 Years of Experience.
Best Financial Services in Toronto
Expert recommended Top 3 Financial Services in Toronto, Ontario. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
We have a strict “No Pay to Play” policy.
DUNBROOK ASSOCIATES REVIEWS
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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Merrick Financial Inc. offers a complete solution, catering to all aspects of your financial well-being, including comprehensive reviews and personalized designs for your financial plan, tax strategies, retirement planning, and estate management. Chris is a specialist in the management of personal finances. He is skilled and knowledgeable about retirement planning, tax strategies and investment portfolios. They proudly hold the prestigious Certified Financial Planner (CFP) designation, widely recognized and respected both in Canada and internationally as the gold standard in financial planning. When crafting your financial roadmap, Merrick Financial Inc. considers all your objectives, taking into account your lifestyle, preferences, and long-term goals. Their approach is holistic, ensuring that every aspect of your financial life is taken care of. The custom financial plan they create is not just a static snapshot but a dynamic blueprint that evolves with you throughout your life, adjusting and adapting to suit the different stages and milestones you encounter.
UNIQUE FACTS:
• Certified Financial Planner
• Proud Members of The Financial Planning Association in Canada
• Use Top-Rate, Modern Financial Planning Software
• No Hidden Fees
• Serving Greater Toronto Area & Ontario Region.
Specialty:
Serving Locations:
Aurora, Markham, Oakville, Barrie, Newmarket, Toronto, Kingston, Hamilton & Guelph
$Price:
Retirement Planning Starts from $2,500 + HST
Investment Analysis Starts from $1,900 + HST
Awards:
Contact:
Working Hours:
Tue: 12pm - 4pm
Wed: 9am - 5pm
Thu: 9:30am - 2pm
Sat & Sun: Closed
TBR® Inspection Report:
MERRICK FINANCIAL INC. REVIEWS
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 is an exclusive fee-only financial planning firm that specializes in crafting retirement income plans. At the helm of Buxton Financial Inc. is Marlene C. Buxton, the principal Fee-Only Financial Planner, who is deeply committed to making financial planning a less stressful and more productive experience for her clients. Her approach centers around designing a plan that aligns with the life they envision, taking into account all possible scenarios they may encounter. They specialize in doing retirement income plans for clients close to, or in retirement. Marlene's expertise extends beyond retirement planning; she collaborates with clients engaged in significant estate and corporate planning ventures. By simplifying the complexities associated with informed retirement decisions, she ensures her clients are well-prepared for this pivotal life stage. As a testament to her professionalism, she is a member of the Advocis and Estate Planning Council of Toronto and has been featured in the Insurance and Investment Journal. With a diverse clientele that values confidentiality, Buxton Financial tailors customized packages that cater to each individual's unique financial situation. The firm welcomes potential clients with a complimentary initial consultation, facilitating an open dialogue to understand their needs better.
UNIQUE FACTS:
• Online Appointments
• Onsite Services
• CFP Professional
• Complimentary Consultation.
Specialty:
$Price:
Complex Package - $6,595
Premier Package - $7,995
Contact:
Working Hours:
Fri: 8:30am - 5pm
Sat & Sun: Closed
TBR® Inspection Report:
BUXTON FINANCIAL REVIEWS
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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