3 Best Financial Services in Toronto

“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.”

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“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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“Buxton Financial is one of the leading financial consultants in Toronto, Canada. Marlene C. Buxton is a principal financial Planner who focuses on fee-only financial planning and specializes in Retirement Income Planning. She was awarded first place on the President’s list for having the highest score in Canada on her sitting of the CFP® 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. She provides unbiased advice. 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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