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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
Patrick Dunbrook,
FP Retired
FP Retired
Head of Client Outcomes
Samantha Hansen
Manager of Operations
Cameron Young
Head of Financial Planning
Rick Taylor,
CFP, CIM
CFP, CIM
Certified Financial Planner
Ashley Brooks
Manager of Client Success
Tania Rehel
Manager of Client Services
Emma Tamlin
Project Manager
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.
Need Personalized Support?
Our team is committed to clarity, precision, and long-term guidance.
Recognition
Honoured for Excellence
Best in Financial Advisors
Community Votes Barrie
5-Star Advisor
Wealth Professional Canada
Top Independent Financial Planning Service in Canada
Canada Financial Services Review
Most Trusted Businesses Toronto
inTheGTA
Best Financial Services Barrie & Toronto
Three Best Rated
Best Financial Services Toronto
Three Best Rated