About Us

 

Barry Dowling, CFP®

Dowling Financial Services

Since 1993, Barry has established his financial planning practice in Brampton, Ontario and the surrounding region. With over two decades in the financial service industry, Barry's depth of knowledge enables him to provide clear solutions for his clients when planning their financial future.

Barry is a Certified Financial Planner® with a focus on solutions relating to families and small businesses. Continuing professional development is a priority for Barry.

Barry’s experience with strategic planning involves both investments and insurance, taking a holistic approach, considering both an individual’s past financial experience and a snap shot of where they are today.

Exploring both quantitative and qualitative data, Barry brings things together to provide a financial road map for his clients’ future.

Let us put your money to work for you!

Share Your Experience With Us

Review Dowling Financial Services on Google!

Matthew Shanks, CFP®

Certified Financial Planner

I provide independent financial advice to ensure that every investment funds portfolio review for a client is based on unbiased research.

I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client's financial needs analysis are addressed in a manner consistent with personalized financial service practices.

Combined with my dedication to my clients, my experience in offering financial advice allows me to provide unparalleled expertise when helping my clients to build their wealth while minimizing their taxes.

Matthew's credentials include:

  • Certified Financial Planner® professional
  • Ontario Graduate Certificate in Financial Planning from Humber College
  • Bachelor of Arts Degree from Brock University
  • Canadian Securities Course
  • Life License Qualification Program (LLQP)