Expert Advisory
Our Financial Services
Tax-focused investment planning and retirement strategies designed to maximize your net worth and minimize your lifetime tax burden.
"Securing your future through independent advice and precise tax planning"
Our Philosophy
500+
Clients
15
Industries
20 Years
Experience
We take a holistic and long-term
approach to financial planning
You don’t need to win the lottery to have the financial situation you dream of. Our range of services ensures that every aspect of your finances is being well looked after, giving you peace of mind.
01
Retirement Planning
Building a resilient retirement plan takes time, attention and expertise. It's about making the small positive tweaks year over year and letting them compound over time.
02
Wealth Management
Our team of experienced financial planners is committed to providing you with personalized, comprehensive wealth management solutions that align with your aspirations and values
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03
Tax and Cash Flow Planning
We integrate proactive tax strategies with rigorous cash flow management to minimize the tax you pay to the CRA - not just over one year, but over the rest of your family’s lives. We take a long-term view of your tax picture and use advanced strategies to reduce your total tax burden over many decades.
04
Business Planning
Our business services are designed to support your company at every stage, ensuring long-term success and stability. Making the proper financial planning decisions while you are running a business is critical to setting your family up for success in retirement.
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05
Insurance Planning
Our goal is to help you navigate the complex world of insurance and ensure that you and your loved ones are protected against life’s uncertainties - without selling you a policy that you do not need! Insurance is an important part of a strong wealth plan, and we’re diligent about ensuring you have the right amount for your specific needs.
06
Estate Planning
We help you protect your legacy and maximize the value of your estate by minimizing taxes and ensuring the efficient transfer of wealth to your family and beneficiaries. The sooner we can plan for your estate goals, the more we can save you in taxes. It is never too early to ensure you are not overpaying the CRA.
Measurable Impact
Our commitment to excellence is reflected in the results we deliver
95%
Client Retention
Of clients continue partnerships year after year
$2B+
Assets Managed
Under strategic advisory and management
+30%
ROI Growth
Average portfolio growth for our clients
What Our Clients Say
Trusted Advice Through the Eyes of Our Neighbors
"Dunbrook Associates has managed our financial affairs for over 25 years. This team is always available to answer our questions and always provides personalized service. We are confident in their advice and we appreciate their attention to detail and professionalism."
"Chris and his team have been our financial advisors for many years. They are willing and eager to help in any way they can. They even guide and assist us in matters that are important to us. Even matters outside of finances. Thank you all for a relationship and friendship that has grown over the past 35+ years. Dunbrook Associates is highly recommended."
"I have been dealing with Chris at Dunbrook for about 4 years. Dunbrook has been an informative, reliable and professional investment firm. Chris is always in touch and has grown my pension funds by over 20% in less than 4 years. Reach out to them to secure your future. I would give them 10 stars."
Trusted Advisory Process
Our Proven Process
Discovery
We begin with a comprehensive analysis of your financial landscape, challenges, and opportunities.
Strategy
Our experts craft tailored solutions aligned with your goals.
Implementation
Precise execution of your financial plan, ensuring seamless integration across your accounts, tax filings, and estate structure.
Optimization
Continuous refinement and performance monitoring to maximize long-term value.
Need Personalized Support?
Our team is committed to clarity, precision, and long-term guidance.