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Business Consulting Services

At Dunbrook Associates Financial Advisors, we understand that running a successful business requires more than ambition—it demands strategic planning, informed decisions, and expert guidance.

Strategic Financial Expertise for your Business’s Growth

Our business consulting services are tailored to help you navigate financial complexities, optimize resources, and achieve your goals. Whether it’s improving cash flow, planning for expansion, or managing risk, our team of experienced advisors works with you to develop customized strategies for success.

Our consulting services include:

  • Financial strategy and forecasting
  • Business growth and succession planning
  • Risk management and mitigation
  • Tax-efficient business structures
  • Cash flow analysis and improvement

With Dunbrook Associates, you’ll gain the confidence and clarity to make sound financial decisions for your business.

Employee Benefits

Attract, retain, and support your workforce with competitive benefits.

Offering the right employee benefits package is key to fostering a motivated and loyal team. We specialize in crafting tailored benefit solutions that align with your business objectives and meet the needs of your employees. From retirement plans to health coverage, we’ll help you create a benefits program that adds value to your workplace.

Our offerings include:

  • Group retirement plans, including RRSPs and pensions
  • Health and wellness benefits
  • Disability and life insurance coverage
  • Employee savings plans
  • Customizable voluntary benefits

Let us help you build a benefits package that supports your team and strengthens your business’s future.

Employee Planning

Empower your workforce with a clear vision for the future.

Effective employee planning ensures your business remains agile and prepared for growth. Our financial advisors provide comprehensive guidance to help you align workforce strategies with your overall financial goals. Whether you’re planning for leadership transitions or investing in employee development, we’ll guide you every step of the way.

Key services include:

  • Workforce financial planning and projections
  • Succession planning for business continuity
  • Talent management and development strategies
  • Employee retirement readiness programs
  • Customized employee training in financial literacy

Start Building Business Success

Partner with Dunbrook Associates to ensure your workforce is prepared for success today and tomorrow. Contact us today to schedule a consultation and discover how our Business services can make a difference in your bottom line.