Investment Advice From A Portfolio Manager – Chris Arthur

Professional Profile:

Chris is a Portfolio Manager, Financial Planner, and owner of a fully independent financial planning shop in Canada; Dunbrook Associates. He understands the value of advice and takes pride in providing families with comprehensive planning to help them reach their financial goals in life. He has made it his 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.

Prior to starting his financial career, he completed his financial studies in Montreal and currently holds the Chartered Investment Manager (CIM), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) designations and is also a Fellow of the CSI (FSCI).

Away from work, he is fortunate enough to have a wonderful family and enjoys spending time working on personal exercise, on either the ice or the fairway.

Company Details:

Dunbrook Associates provides independent financial planning services to a small group of select clients, offering both fee-based investments and fee-only services.

We specialize in long term planning relationships with clients, their families and businesses.

When you are ready to work with a partner who combines decades of practical experience with modern technology at a responsible price-point to ensure your success, contact us.

Contact Details:

Chris Arthur

CIM CFP CLU FCSI

Dunbrook Associates

E: chris@dunbrook.ca

T: 647-848-5050

W: www.dunbrook.ca

A: 400 Bayfield Street, Suite 235, Barrie ON L4M 5A1, Canada

Facebook: www.facebook.com/chrisportfoliomanager

Linkedin: www.linkedin.com/in/chris-arthur/

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Video Content:

00:09 Minutes – Introduction

00:45 Minutes – Portfolio Manager & Financial Planner – Services Offered

02:12 Minutes – Tips To Consider When Investing

03:53 Minutes – Best Companies For Investing – Tips For First Time Investors

05:44 Minutes – What is Bitcoin? –   Investing in Crypto Currency

07:58 Minutes – Investing In Stocks – Tips For First time Investors

09:53 Minutes – What is Better RRSP OR TFSA?

11:33 Minutes – How To Choose A Portfolio Manager – Required Skills & Qualifications

12:53 Minutes – Advice To Independent Financial Professionals – Knowledge Shared

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