Here's The Rundown: Dunbrook Associates is an independent financial planner in Toronto, ON. Chris Arthur is the firm's general partner and head of financial planning. He is an award-winning and highly experienced financial planner who holds the Chartered Investment Manager (CIM), Certified Financial Planner (CFP), and Chartered Life Underwriter (CLU) designation. He has been providing financial planning services to families for over ten years. At Dunbrook Associates, the team understands the value of advice and takes pride in providing families with comprehensive planning to help them reach their financial goals. Over the years, they have learned the importance of developing custom solutions for each client's unique needs. They have made it their mission to work hard and value the client's needs above all by listening carefully and creating customized investment strategies that aim to produce long-term returns with prudent levels of risk. The team delivers personalized service to help you preserve and grow your wealth. Whether you are early in your career or preparing for retirement, they can help secure your finances. In addition to their Toronto location, Dunbrook Associates also serves clients in Montreal, Waterloo, and Barrie.
3 Best Financial Services in Toronto, ON
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TOP 3 DUNBROOK ASSOCIATES REVIEWS
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 of 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.
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.
When we have any questions, they get back to us within the day. They are very patient in answering our questions, and any advice they give proves to be accurate.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: Merrick Financial Inc. is a fee-only financial planner in Toronto, Canada. The team considers your lifestyle, preferences, and goals when building a holistic plan. They determine the best approach to manage your assets through savings and investments and establish an appropriate expense budget. Their clients reside in Canada and can communicate via video conferencing, email, and phone. They seek unbiased, trustworthy advice and do not engage in investment and insurance product sales. The team consists of Certified Financial Planners, the most widely recognized financial planning designation in Canada and worldwide. They are proud members of the Financial Planning Association in Canada and promote the evolution of the financial services industry into a recognized and trusted profession by adhering to the highest ethical standards. Whether you manage your investments independently, with an independent advisor, or through your company plan, they provide an independent review.
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Fri: 9am - 4pm
Sat-Tue: Closed
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TOP 3 MERRICK FINANCIAL INC. REVIEWS
My husband and I had a great experience working with Chris to explore the possibility of setting ourselves up for an early retirement in the future. From the initial call to the final wrap-up email, Chris did an excellent job of listening to understand our situation and needs, and providing highly personalized analysis and recommendations in the areas of investing, real estate, insurance and business ownership. The report we received will be our roadmap for years to come. While the upfront cost of a fee-only advisor can seem like a lot, it is priceless knowing the advice we received is unbiased and based on our best financial interest. We highly recommend working with Chris.
Chris is wonderful. After talking to us about our various retirement goals and plans, Chris did a deep dive into our finances, and then provided an excellent report outlining how (if) financially we could achieve those goals. For example, one of our main goals, is whether we can afford a down payment on a condo for our daughter in Toronto, without selling our house and moving somewhere less expensive. Thanks to Chris, we now have financial clarity on this subject (as well as other retirement objectives). One of the best things about Chris' approach, is that he does not sell financial products so you can rest assure that he is providing straight-up objective results. This in itself, sets him above so many others.
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.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: Buxton Financial is one of the leading financial consultants in Toronto, Canada. Marlene C. Buxton is the principal fee-only financial planner for the firm. She passed the CFP® (Certified Financial Planner®) exam in November 2015. Marlene C. Buxton is a graduate of Wilfrid Laurier University with a major in economics. After a long career as a financial advisor, she pursued her passion for making financial planning less stressful and more productive. Her mission is to ensure that the challenges associated with making informed decisions around retirement are addressed. Marlene analyzes your entire financial situation to ensure that your plan considers all scenarios you may face. She provides professional work to create a comprehensive plan that meets your requirements.
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Complex Package - $6,595
Premier Package - $7,995
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Fri: 8:30am - 5pm
Sat & Sun: Closed
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TOP 3 BUXTON FINANCIAL FOR RETIREMENT REVIEWS
My wife and are approaching retirement but had no concrete idea if we could realistically retire within the next year or two while maintaining our current lifestyle. Marlene was terrific in assessing our situation and working through the numbers to give us the short and long term projections. She was also was very helpful with our tax planning as I am self-employed. I never realized how stressful planning for retirement could be but she certainly helped with that and I have a much better feel for what to expect and different ways to navigate going forward. On a personal level, my wife and I found her pleasant to work with and also flexible with her scheduling. Thanks Marlene.
I cannot recommend Marlene enough! She is incredibly intelligent, timely, thorough and provided extremely helpful advice and ideas with my family's financial planning. Marlene created detailed and comprehensible future plans for us, taking into account all kinds of different life possibilities or contingencies. After my experience with her, I have a solid plan, know precisely what to do going forward and can breath a sigh of relief knowing what to do now to enhance our financial security and long term goals. Marlene is wonderful, I commend her without any hesitation. you won't be disappointed.
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.