Profile
“Success is when we resolve a client’s issue, and they feel supported and genuinely happy with the outcome”
George Louca,
3LANE Finance
Chris Arthur is senior portfolio manager and financial planner at Dunbrook Associates. His current role, which he assumed in 2020, is the culmination of a rapid rise through the industry.
Beginning at Edward Jones, he underwent a three-month door-knocking campaign where he “broke the record for the most contacts made”. Then, a spell at robo-advisor WealthBar was followed by working at Purpose Investments, where he met a local advisor who was about to retire and wanted someone of quality to replace him as the leader at Dunbrook Associates.
Since then, the firm, which has planning and investment arms, has doubled its AUM. Each investment strategy is tailored to the risk tolerance and time horizon of a particular client.
“I will put stress on myself, so clients never experience stress,” says Arthur. “I know how confusing things can be in this industry, so I try and approach things with clarity and truly try to understand clients’ goals, always putting their interests above mine in every aspect of the business.”
Arthur’s vision is for Dunbrook Associates to be a one-stop shop, so they ensure they have a vetted referral for all areas that touch on personal finance from lawyers, mortgage brokers, real estate agents, accountants, notaries, and consultants. This referral network, which incurs no extra fee, was created in response to clients having bad experiences when dealing with other service providers.
He also takes pride in his ability to distil complicated topics into a clear and easy-to-understand manner. His newsletter is circulated every few weeks, discussing important changes as Arthur and this team remain current on developments, be it politically or in areas such as tax legislation.
“We try and be on the top of all changes going on in the world, but then we add a secondary lens and ask ourselves, ‘What is most important to our clients and their lives?,’” he comments. “We take complex topics and summarize them in a way that a client can easily understand.”
As the leader of the firm, Arthur has a wide range of responsibilities and has to adjust depending on what demands are placed upon him.
“I am a problem solver and can focus very well on the task at hand. Every day, you will be faced with 10 to 20 little things, but an important part of running a firm is being able to properly allocate your time to the priorities and being a good delegator.”
Client satisfaction is the ultimate driver for Arthur, and this is what he instils across his team. Dunbrook Associates are validated by their customers and work with some families with over 20 members split across four generations, underlining the trust and connection they develop.
Arthur adds, “We are honoured that clients have trusted us so much that they have referred us to the closest people around them. We are true believers that if you put the client first, good things will happen down the line.”
206-150 Dunlop St E, Barrie, ON
647 848 5050
chris@dunbrook.ca
linkedin.com/in/chris-arthur
dunbrook.ca
Chris Arthur
Head of Financial Planning
Dunbrook Associates
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“I recognise the need to build a stronger brand presence online that differentiates us from the many other brokers and bankers in the market”
George Louca,
3LANE Finance
2017-2020
2020
2020-2022
2020-Present
2021-Present
Head of Portfolio Management at Wealthsimple
2017-2020
Senior Portfolio Manager at MD Financial Management | Gestion financière MD
2020
Senior Portfolio Manager at Harness Investment Management
2020-2022
CEO and Head of Financial Planning at Dunbrook Associates
2020-Present
CEO and CIO at Bold Wealth Partners
2021-Present
Milestones
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
One of his most pressing challenges is incorporating a social media presence into the business, which has already been successful in terms of repeat business and referrals.
“I recognise the need to build a stronger brand presence online that differentiates us from the many other brokers and bankers in the market,” he adds. “My focus is on being more active on Instagram, Facebook and LinkedIn, which increases visibility and reinforces our position as a firm that consistently solves problems and delivers results.”
George approaches his work with passion and commitment and excels at solving problems, working closely with clients, and building something meaningful for them and the business.
A people person at heart, he finds satisfaction in making a difference. He often puts in long hours, not out of obligation, but because he cares about the work and the growth of 3LANE Finance.
However, it has been an intricate process to ensure his team are onboard with his vision. Kuhn places importance of explaining his targets and the blueprint to achieve them.
He adds, “The biggest challenge is getting everyone comfortable with the pace that I’m looking for to drive our buildout and growth. How I deal with it is by being open and transparent, and responsive to questions or concerns. This way, everything gets thoroughly discussed and resolved.”
With almost four decades in the industry, Kuhn has developed methods that have consistently delivered. It is why he has been tasked with so many leadership roles and he intends to maintain his focus on creating more success at Westfield Specialty.
“I think I am and have always tried to be methodical. I look at the big picture yet stay focused on executing the different opportunities or plans that I have in front of me. I don’t get emotional or make emotional decisions.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
George and his team attract and keep clients by delivering tangible results and personalising the process. Most of their work comes from referrals or repeat business, reinforcing that they are doing the right thing. He takes the time to understand what each client needs financially and emotionally and treats their challenges like his own.
“If we do our job well, there’s no reason for them to look elsewhere,” he adds. “Success is when we resolve a client’s issue, and they feel supported and genuinely happy with the outcome.”
He is most proud of building the brokerage from a one-person operation to a six-person team in 2025. That growth was never part of his original plan, but the company took on a life of its own thanks to strong demand, repeat business, and steady referrals.
“I see that growth as a direct reflection of the service we’ve delivered and the trust we’ve earned,” George reflects.
3LANE Finance is known for its expertise in securing commercial finance for various clients, including medical professionals, childcare operators, professional services firms, property investors and small business owners.
MPA named George Louca to its prestigious Top Commercial Brokers of 2025 list, recognising his standout performance by total commercial loan volume over FY24.
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