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.

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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.

About us
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

Learn more about our independent financial planning services

Be 100% sure you are moving towards financial freedom.

Book a call today.

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%

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

“Chris is very professional and instantly made me feel comfortable in understanding my finances and my investment/saving options. I will be working with him to help save for retirement”

Caitlin – Medical Professional 

“I am not very money savvy but Chris made it easy for me to understand. He also gives helpful advice and I feel more confident in understanding my accounts now.”

 

Nathalie – Retired Business Owner

“I was expecting resistance to my goal of a 100% socially responsible investment portfolio…instead, it was quite the opposite. Chris was 100% on board and there is no compromise in terms of returns. I have recommended him to many of my friends.”

Maria – Marketing Manager

“35 and I had not saved a penny in my life…but in two years I feel more secure and confident in my finances. Chris and the team at Dunbrook have made saving a lot less stressful”

Luca – Hospitality

Secure your finances.

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