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30+
Years of Excellence
About Us
Our independent certified financial planners focus on what's in your best interests, not ours.
At Dunbrook Associates, we draw on decades of experience to give you the best possible financial advice.
We focus on delivering a personalized and more intimate service. You’ll be working with a Certified Financial Planner who will help craft a customized financial and tax plan for your unique goals. We use advanced tax strategies to save you from paying too much tax to the CRA over multiple decades!We focus on delivering a personalized and more intimate service. You’ll be working with a Certified Financial Planner who will help craft a customized plan for your unique goals.
We have won the award for the best advisor in Barrie for 2022, 2023, 2024 and now 2025! We have been selected among the Three Best-Rated financial advisors in Barrie and Toronto for 2022-2025!
Chris was also recognized as one of the Top 50 Financial Advisors in Canada for 2025!
Our Philosophy
Financial planning is unique to every individual, family and business. As we are independent financial planners, we deliver financial advice that’s in your best interest.
Chris Arthur,
CIM CFP CLU FCSI
CIM CFP CLU FCSI
Head of Wealth
Chris is an award-winning and highly experienced Financial Planner. He holds the Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designation.
He is also a Fellow of the Canadian Securities Institute (FCSI). This designation is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment, and dedication to their clients and industry.
Chris provides expert financial guidance to individual and institutional clients, helping them achieve their long-term investment goals. He has a deep understanding of the financial markets and a proven track record of delivering consistent results through various market cycles.
He is also a Fellow of the Canadian Securities Institute (FCSI). This designation is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment, and dedication to their clients and industry.
Chris provides expert financial guidance to individual and institutional clients, helping them achieve their long-term investment goals. He has a deep understanding of the financial markets and a proven track record of delivering consistent results through various market cycles.
Patrick Dunbrook
Relationship Support Manager
Patrick believes financial plans designed with simplicity and flexibility are powerful and more likely to succeed.
Over 35 years, his career has included financial management and independent financial planning services and he is now focused on helping our clients have their best experience!
Patrick enjoys construction and wildlife-forestry projects. He can often be found working outside at his off-grid wilderness property. As a registered yoga instructor, Patrick helps keep his community “engaged and flexible” with fun classes based on a charitable donation model.
Over 35 years, his career has included financial management and independent financial planning services and he is now focused on helping our clients have their best experience!
Patrick enjoys construction and wildlife-forestry projects. He can often be found working outside at his off-grid wilderness property. As a registered yoga instructor, Patrick helps keep his community “engaged and flexible” with fun classes based on a charitable donation model.
Cameron Young
Head of Financial Planning
Cameron is a tenured and knowledgeable financial planner who enjoys educating others on financial literacy. With a strong foundation in banking and multiple financial designations under his belt, he is well-equipped to provide top-notch advice and guidance to his clients.
Outside of work, Cameron is an exercise enthusiast who loves playing volleyball and golf in his spare time and running to stay in shape. He is also a hobby musician, creating and composing works of music in his home studio, highlighting his attention to detail and care for quality work.
Outside of work, Cameron is an exercise enthusiast who loves playing volleyball and golf in his spare time and running to stay in shape. He is also a hobby musician, creating and composing works of music in his home studio, highlighting his attention to detail and care for quality work.
Edward Riddell
Senior Financial Consultant
Edward brings more than two decades of experience in financial services, helping individuals, families, and business owners navigate complex financial decisions with clarity, confidence, and a long-term perspective.
In 2015, Edward was recognized as Canada's Top Financial Planner, a distinction that expanded his leadership responsibilities and allowed him to mentor and develop other advisors.
Today at Dunbrook, Edward works directly with clients to deliver a coordinated and holistic approach that integrates financial planning, tax strategy, and institutional grade portfolio management.
His focus is on helping clients protect, preserve, and grow their wealth across generations through resilient plans tailored to their goals.
In 2015, Edward was recognized as Canada's Top Financial Planner, a distinction that expanded his leadership responsibilities and allowed him to mentor and develop other advisors.
Today at Dunbrook, Edward works directly with clients to deliver a coordinated and holistic approach that integrates financial planning, tax strategy, and institutional grade portfolio management.
His focus is on helping clients protect, preserve, and grow their wealth across generations through resilient plans tailored to their goals.
Rick Taylor,
CFP, CIM
CFP, CIM
Certified Financial Planner
Samantha Hansen
Manager of Operations
Ashley Brooks
Manager of Client Success
Tania Rehel
Manager of Client Services
Need Personalized Support?
Our team is committed to clarity, precision, and long-term guidance.
Where We Operate
We are deeply rooted in the Greater Toronto Area and surrounding communities. Our experienced advisors are available in Toronto and Barrie to provide the face-to-face, personal guidance your financial future deserves.
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Toronto
Canada
Barrie
Canada
Our Philosophy
The Foundation of Our Practice
We believe that exceptional financial outcomes are born from unwavering ethics, strategic foresight, and a genuine commitment to our clients' aspirations. Our approach blends time-honored financial planning principles with innovative tax strategies.
"We believe financial growth is built on trust and long-term partnership."
Since 1992
Our Focus
We help you figure out what financial freedom means to you. We specialize in helping you achieve your retirement goals while paying the CRA as little as possible. Whether you’re a 30-year-old at the start of your career, or a family approaching or in retirement, we are here to see you achieve your goals in a stress free and secure manner.
Our Approach
We put our clients first. Which is why we will always get back to you within two business days, and give you a meeting within 5 business days. Through our team you will gain access to legal, real estate and tax experts to support your financial goals at no extra cost.
Our Philosophy
Financial planning is unique to every individual, family and business. As are independent financial planners, we deliver financial advice that’s in your best interest.
Accountability
We take ownership of our recommendations and stand by our goal to deliver measurable results.
Rooted in Community
Honoured for Excellence
Best Financial Advisor
Community Votes Barrie
Best Financial Services Toronto
ThreeBestRated
Best Financial Services Barrie
ThreeBestRated
5 Star Advisor
Wealth Professional
5 Star Advisor Team
Wealth Professional
Top Independent Financial Planning Service
Canada Financial Services Review