Client Experience
Current
Jan 2024 - Present
AeroLeads people directory · profile
Patrick Dunbrook Ba, Fp Retired Email & Phone Number
FP Retired
at
Dunbrook Associates
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Who is Patrick Dunbrook Ba, Fp Retired? Overview
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Quick answer
Patrick Dunbrook Ba, Fp Retired is listed as FP Retired at Dunbrook Associates, based in Barrie, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Patrick Dunbrook Ba, Fp Retired.
Patrick Dunbrook Ba, Fp Retired previously worked as Client Experience at Dunbrook Associates and Certified Financial Planner at Dunbrook Associates. Patrick Dunbrook Ba, Fp Retired holds Ba from Wilfrid Laurier University.
Company email context
Email format at Dunbrook Associates
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Dunbrook Associates
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Profile bio
About Patrick Dunbrook Ba, Fp Retired
Retired Wealth Management Professional with background in financial planning for families and small corporations (CCPCs). Specializing in Client Experience.Chartered Investment Manager CIM 2008Financial Management Advisor FMA 2006Certified Financial Planner CFP 1997Research Analyst Post-Graduate 1993Specialties: Portfolio risk/reward evaluations, Portfolio Manager evaluation and referral, Business Exit and Retirement/Estate planning.
Current workplace
Patrick Dunbrook Ba, Fp Retired's current company
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4 roles
Patrick Dunbrook Ba, Fp Retired work experience
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Certified Financial Planner
Dunbrook Associates
Providing financial planning services by engagement on a referral or negotiated fee-basis. Specializing in moderate affluent families and related small businesses (CCPC).Asset Management Evaluation.
Nov 1998 - Dec 2023
President
Dunbrook Associates
May 2002 - Sep 2020
Certified Financial Planner
Self-Employed
Sep 1992 - May 2002
4 education records
Patrick Dunbrook Ba, Fp Retired education
Cfp
Fpsc
Education record
Cifp Conference 2013,2014,2015,2016,2017
Research Analyst Program Post-Graduate
FAQ
Frequently asked questions about Patrick Dunbrook Ba, Fp Retired
Quick answers generated from the profile data available on this page.
What company does Patrick Dunbrook Ba, Fp Retired work for?
Patrick Dunbrook Ba, Fp Retired works for Dunbrook Associates.
What is Patrick Dunbrook Ba, Fp Retired's role at Dunbrook Associates?
Patrick Dunbrook Ba, Fp Retired is listed as FP Retired at Dunbrook Associates.
Where is Patrick Dunbrook Ba, Fp Retired based?
Patrick Dunbrook Ba, Fp Retired is based in Barrie, Ontario, Canada while working with Dunbrook Associates.
What companies has Patrick Dunbrook Ba, Fp Retired worked for?
Patrick Dunbrook Ba, Fp Retired has worked for Dunbrook Associates and Self-Employed.
How can I contact Patrick Dunbrook Ba, Fp Retired?
You can use AeroLeads to view verified contact signals for Patrick Dunbrook Ba, Fp Retired at Dunbrook Associates, including work email, phone, and LinkedIn data when available.
What schools did Patrick Dunbrook Ba, Fp Retired attend?
Patrick Dunbrook Ba, Fp Retired holds Ba from Wilfrid Laurier University.
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