Chris Arthur is the CEO of two award-winning financial firms: Dunbrook Associates and Bold Wealth Partners. Dunbrook specializes in advanced financial and tax planning, helping clients minimize taxes, while Bold Wealth offers pension-style wealth management that makes exclusive investments accessible to Canadian families.
Arthur has been recognized among Canada’s Top 50 Financial Advisors and Top 50 Advisory Teams, as well as Best Financial Advisor in Barrie for four consecutive years. His firms have also ranked in the Top 3 financial advisors in Barrie and Toronto for three years running.
Since taking over Dunbrook Associates in 2021, Arthur has tripled its size. That same year, he founded Bold Wealth Partners to deliver bespoke investment strategies. Today, the firm has grown to nine staff and manages nearly half a billion dollars.
Arthur’s long-term vision is to build a one-stop hub where clients can access experts across personal finance—accounting, legal, mortgages, real estate, and consulting. This approach stems from hearing clients’ frustrations with inconsistent service from outside providers.
Known for simplifying complex topics, Arthur publishes a regular newsletter that explains political, economic, and tax law developments in plain language. “We ask ourselves, ‘What matters most to our clients and their lives?’ Then we make sure the message is clear and useful,” he says.
Client satisfaction remains his core focus. Dunbrook Associates’ relationships span generations, with some families entrusting the firm to manage wealth for more than 20 members. Arthur believes this loyalty reflects the trust they build. “We’re honoured that clients refer us to their closest friends and family,” he adds. “If you put the client first, good things will happen.”
More information can be found on Chris’ website and LinkedIn page.
