Loading...

Please wait ...

Chris Arthur - Dunbrook Associates logo logo
C

Chris Arthur - Dunbrook Associates

Multiple locations

(29)
This professional is currently unavailable.
You can request reply and they will reach out as soon as they can.

About

We provide independent financial planning and estate 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.

Show more

Icon/Elite Pro Created with Sketch. Elite Pro
63 hires on Bark
51 min response time

Photos (1)

See all

Videos (1)

See all

Reviews (29)

Leave a review
5/5

29 customer reviews

Loading...
verified
24 January 2022

Financial Advisors

Just talked on phone with one on one scheduled. He seemed to understand our unique situation and we had a good feeling about his ability to help us.

Chris Arthur - Dunbrook Associates
C
Chris Arthur - Dunbrook Associates

Reply from Chris Arthur - Dunbrook Associates

Thanks Bob and Millie! It was great getting to know you both a little more and I look forward to future meetings!

verified
18 November 2021

Wills and Estate Planning

Chris was very easy to talk with. Knew what we wanted a very simple will and POA. Very professional and quick.

verified
15 August 2021

Financial Advisors

Quick response, personal and knowledgeable. Provided options based on what my personal goals were. Did not feel like I would be obligated to follow a “cookie cutter” style of financial management. Had a unique situation and was looked for a unique style of financial guidance. Highly recommend. More...

verified
28 July 2021

Financial Advisors

Chris is proactive, thoughtful, and efficient.

29 June 2021

Chris gave me great financial advice and I can actually understand what I'm paying for (unlike my last advisor). I will definitely be recommending him to friends and family.

28 June 2021

Chris and his team are great to work with and always makes sure I'm up to speed with everything I need to know surrounding my investments.

28 June 2021

Chris is very knowledgeable and professional. He made everything so easy and was so personable. I would absolutely recommend him to anyone looking for a trustworthy and experienced financial advisor.

19 June 2021

Chris is attentive and thorough in making sure all his clientele is well taken care of! I highly recommend him.

17 June 2021

We have worked with Chris for many years and he has helped gain tons of financial knowledge. I would recommend him to friends and family!

16 June 2021

Chris was very professional. He helped me build a portfolio that catered to my personal needs and interests.

16 June 2021

Chris was really helpful with helping us set ourselves up for the future ahead. Very thorough and well explained. Chris is your guy!

16 June 2021

Chris is attentive and thorough and has the innate skill of explain what would normally be complex topics that I had no prior knowledge about. Chris provides a depth of knowledge and a range of experience! More...

15 June 2021

Chris cares about his customers. He gives great advice and takes the time to answer all your questions.

15 June 2021

Chris is attentive and puts the effort in to provide superior customer service. Thanks Chris!

14 June 2021

Very knowledgeable and super approachable. Would highly recommend working with Chris!

14 June 2021

Chris knows exactly what he is doing with my money. Highly recommended extremely professional and ahead of the curve. 10/10

14 June 2021

Chris has been absolutely helpful, and great to work with!

14 June 2021

Chris is prompt, professional and a joy to work with. I would recommend him to anyone.

14 June 2021

Professional and reliable service!

14 June 2021

Chris is always goes above and beyond. He’s easy to work with and is very professional.

14 June 2021

Chris is extremely knowledgeable and personable. He not only helped me short term, but set me on a path to find genuine improvement within myself! Awesome.

14 June 2021

Chris is really attentive, patient, thorough and professionnal. Finances can be really confusing sometimes, but it always makes sense with Chris. His advices are tailored and well balanced. More...

14 June 2021

Chris is incredibly insightful and proactive when it comes to building an action plan or making adjustments.

17 December 2020

Love working with Chris! He is patient and provides clear, thorough explanations. I'm confident that he will help me achieve my financial goals.

15 December 2020

Chris is friendly and very knowledgeable, he helped me understand the financial world. He's a pleasure to work with!

15 December 2020

Chris is very professional and thorough. Looking forward to continuing to work with Chris.

14 December 2020

Chris is patient and helpful with all of my specific needs and requirements. He has been a pleasure to work with.

14 December 2020

Chris was incredibly knowledgable and helped us get our finances on track and save enough to big our first home! Compared to the bank we were dealing with previous it is like night and day.

Chris Arthur - Dunbrook Associates
C
Chris Arthur - Dunbrook Associates

Reply from Chris Arthur - Dunbrook Associates

Thanks Brigide! Looking forward to seeing the new house!

13 December 2020

Nothing but great things to say about Chris. We came from a place without much finance experience and since he has helped us get our finance on track and show us what we need to do to retire early! We have recommend Chris to our friends and family :) More...

Chris Arthur - Dunbrook Associates
C
Chris Arthur - Dunbrook Associates

Reply from Chris Arthur - Dunbrook Associates

Thanks Emma! It was a pleasure working with you and your family!

Q&As

When you work as a financial advisor, you get to meet all kinds of people. Whether you work with individuals, advise employers on their retirement plan offering, or have a wide range of clients of all sorts, everyone is different, with a unique situation that requires you to come up with solutions to meet their specific needs. You get to dig deep into people’s stories and find out what’s important to them so you can in turn help them plan to preserve those things and protect what matters most to them.

Working for many larger institutions before starting my own financial firm taught me a lot about the industry. What they do right and what they do not so right. My goal was to build on the great practices I learned in my many years in the industry and improve on items that I felt were lacking. I wanted to build a financial practice where the client is always put first, where they have impeccable service and aren't left with wandering questions, where their fees were competitive and fully disclosed, and lastly I wanted to ensure I could offer any product and no so without being incentivized to sell my own product! Today I run that firm and I am very proud of what I have built.

Here is a little bit about me. I run a financial services shop that is fully independent. Being independent allows us to have more investment flexibility and most importantly helps keep costs down! Meaning, we are not tied to or incentivized by any product or company. We will always recommend what is best for you.

We can operate to full capacity online and or remotely. Our technology platform for clients is completely online and our clients can review their assets from their phone, tablet or computer anywhere in the world. We have secure providers for video meetings and for sending important documents online.

To keep our clients safe during Covid-19 we have switch to remote services. We can host our meetings on Zoom or on the phone to suit our clients preferences.

Services