We provide independent financial planning services to a small group of select clients. Being independent allows us to have greater investment flexibility, to give impartial advice and to keep costs down.
We understand the value of advice and take pride in providing families with comprehensive planning to help them reach their financial goals in life. Chris has been providing financial planning services to families for over 10 years. He is also licensed as Portfolio Manager which gives our clients added protection. Patrick has been providing financial planning services to families for over 25 years.
Over the years, we have learned the importance of developing custom solutions for each of our client’s unique needs. We have made it our mission to work hard and value the client’s needs above all by listening carefully and creating customized investment strategies that aim to produce long-term returns with prudent levels of risk.
Company Details
- Employees
- 5
- Founded
- -
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.dunbrook.ca/
Dunbrook Associates Questions
Dunbrook Associates's website is https://www.dunbrook.ca/
Dunbrook Associates's LinkedIn profile is https://ca.linkedin.com/company/dunbrook-associates
Dunbrook Associates has
5 employees.
View email and phone details for 5
employees at Dunbrook Associates.
Dunbrook Associates's industry is
Financial Services
Dunbrook Associates's top competitors are
Wealthsimple,
Safeguard Security & Investigation Services Ltd.,
Nak Design Strategies,
Bold Wealth,
Hodl Markets,
Gsl Group,
Conqora Capital Partners,
Bold Wealth,
Harness Investment Management,
Onesixtytwo Digital Capital.
Dunbrook Associates's categories are Financial Services
Dunbrook Associates's founding year is 1992
