Our independent financial planning services give you financial freedom.
See your finances grow with you and maintain the lifestyle you love to lead.
Voted Best Financial Advisor for 2022 and 2023 in Barrie by Community Votes.
Listed as Three best rated Financial Advisors in Barrie and Toronto.
Who we are
Dunbrook Associates provides independent financial planning services in the Greater Toronto Area (GTA).
Dunbrook Associates is an award-winning wealth management and financial planning firm that helps individuals, families and businesses manage their wealth.
We deliver a personalized service to help you preserve and grow your wealth. Whether you’re early on in your career or preparing for retirement, we can help secure your finances.

What we do
You don’t need to be a millionaire to invest like one.
We work with businesses, families and high-earning individuals that have savings to invest. Think you might be a fit for our independent financial planning? Get in touch, and we’ll get back to you within 24 hours.

Retirement Planning

Wealth Management

Tax and Cash Flow Planning

Business Planning

Insurance Planning

Estate Planning
Be 100% sure you are moving towards financial freedom.
Book a call today.
%
of working Canadians without a financial planner rank money as their main stressor
%
of working Canadians are worried they don’t have enough money saved for retirement
%
of working Canadians do not have a dynamic financial plan
%
of working Canadians have a plan that factors tax minimization and strategic cash flow planning that is optimized annually
Kind words from our clients
Secure your finances.
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